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Amy L. Simon — CPA in Appleton, Wisconsin

AL

Amy L. Simon

Certified Public Accountant | Licensed in Wisconsin
0.0 (0 reviews)
Verified Licensed
Appleton, Wisconsin 54913 View on Maps

About Amy L. Simon

Based in Appleton, Wisconsin, Amy L. Simon is a certified public accountant with over two decades of experience in providing expert accounting and tax services.

Her professional focus lies in assisting individuals and families as well as family-owned enterprises with their financial planning and tax compliance needs, including basic accounting services and retirement account tax reporting.

Simon's specialization in tax planning and consulting allows her to develop customized strategies to help clients minimize tax liabilities and maximize financial growth.

She has extensive experience working with complex tax systems and remains up-to-date on changing tax laws and regulations to ensure her clients' tax obligations are met in compliance with the Internal Revenue Service.

Services Offered

Individual Income Tax Preparation and Filing
Business Tax Return Preparation and Filing
Self-Employed and 1099 Tax Preparation
Partnership Tax Return Preparation (Form 1065)
S-Corporation Tax Return Preparation (Form 1120-S)
C-Corporation Tax Return Preparation (Form 1120)
LLC Tax Return Preparation and Entity Classification
Tax Loss Harvesting and Investment Strategy
IRS Audit Representation and Defense
IRS Audit Preparation and Documentation
IRS Appeals and Dispute Resolution
IRS Collections and Levy Resolution
Payroll Tax Compliance and Audit Defense

Client Types Served

Individual Taxpayers and Wage Earners
Married Couples Filing Joint Returns
High-Income Earners and Professionals
Retirees and Fixed Income Individuals
Multi-State Residents and Tax Optimization Clients
Families with Investment Income and Rental Properties
Small Business Owners (1-50 Employees)
Medium-Sized Business Owners (50-500 Employees)
Home-Based Business and Side Hustle Operators
Technology and IT Consultants

Specialties

Basic Accounting Services
Corporate Tax Services
Bookkeeping Services
Individual Tax Returns
Payroll & Sales Tax Services
Sales Tax Compliance Services
General Accounting Services
Other Services
Tax Planning & Advisory Services
IRS Notice & Correspondence Services
Retirement Account Tax Reporting(Form 5500, IRA reporting)

Industry Expertise

Small and Medium-Sized Businesses (SMB)
S-Corporation Tax Planning and Compliance
Partnership Accounting and Tax Services
Limited Liability Company (LLC) Tax Planning
Solo Entrepreneur and Freelancer Tax Services
Family-Owned Business Accounting and Tax Planning
Personal Income Tax Preparation for High Net Worth Individuals

Languages Spoken

English

Availability

Available Mon-Fri, 9am-5pm. Please contact for appointment.

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