All Business Tax Filing
As experienced tax practitioners, Simonic
is fully able to comply with IRS tax regulations
and accurately complete your business tax return.

Incorporations, For-Profit and Non-Profit
Preparation of all paperwork necessary for
federal and state agencies, including registration,
federal and state ID numbers, application for
501(c)(3) status and payroll structuring for principals.

Tax Planning and Forecasting
With Simonic as your partner, we will evaluate your business activity through the current period and forecast the remainder of the year to assist you in estimating cash flow and potential tax liability.

IRS Issues
Simonic has decades of experience handling all forms of IRS issues including 941, personal and corporate tax notices, as well as audit representation.

Accounting Services (Bookkeeping)
We handle all forms of accounting services including
monthly write-up, financial statement preparation,
accounts payable, payroll and all year-end
processes such as 1099s and W-2s.

Business Planning and Development
Simonic offers a comprehensive 24 month
business development program geared toward
establishing a vision, business model, business
& financial plan, marketing and customer service
strategy. We can assist with any of the following needs:
 > Team Advisory
 > Management Strategy Meetings
 > Marketing and Customer Service Strategy
 > Industry Comparison Analysis
 > Budgeting
 > 24 Month Forecasting
 > Succession Planning
 > Exit Strategies

Client Advisory Boards
We can create an advisory panel with a small
group of your clients to to gain feedback on
aspects of your business you may not be aware
of such as billing procedures and level of
customer service.

Team Advisory Boards
Simonic offers on-site consultation with your
team to gain feedback on the internal pros
and cons of your corporate culture.

QuickBooks Installation and Training
Simonic offers on-site installation and training of you and your team through Intuit’s Certified QuickBooks Advisor Program.

Income Tax
We offer excellent tax preparation for individuals
that is based on efficiency and accuracy, without
sacrificing customer service. Our goal is to
ensure that your tax return has been completed
with every tax benefit available to you, while still complying with the law.

Tax Planning
Working together, we estimate what your
projected tax liability will be. We also assist
you in designing ways to reduce your tax
liability while complying with the law.

Life Planning
As a joint team, we discuss with you your
goals, for your retirement, and make suggestions
on how to achieve them. As your partner we will discuss your short term, medium term and long term goals for your future and retirement. That will help us to assist you in strategizing a plan to achieve those goals.

Financial Planning
Wealth enhancement is our primary goal in
financial planning. Simonic will assist you in determining your goals and ways to accomplish them.

Estate Planning
We can assist you in minimizing estate taxes through trusts and other vehicles. Through planning you can also substantially reduce your estate taxes and the amount of work for your beneficiaries.

Debt Elimination Counseling
Simonic can teach you how to eliminate all
the debt you currently have in an average of
5-7 years including your home mortgage with
the income you currently earn.