Strategies + Solutions
We provide experienced consulting. proven strategies. comprehensive solutions.
WHY WE'RE DIFFERENT
Our comprehensive approach provides you, your family and your business with a unique advantage. As a boutique consulting firm, we are able to develop a tailored strategy that takes into account your financial picture both personally and professionally. Our team collaborates and makes decisions to help you achieve financial success. Imagine what is possible when you have all your financial professionals under one roof working towards one common goal — you. Connect with us and experience the SIMA solution!
OUR APPROACH
1
ANALYZE
We look at it through your lens to understand your entire financial picture.
2
IDENTIFY
Then we take it down to basics — identifying what is and isn’t working.
3
STRATEGIZE
We collaborate to build a financial and operational strategy just for you.
4
IMPLEMENT
Then we implement solutions to alleviate your financial and business pain points.
1
ANALYZE
We look at it through your lens to understand your entire financial picture.
2
IDENTIFY
Then we take it down to basics — identifying what is and isn’t working.
3
STRATEGIZE
We collaborate to build a financial and operational strategy just for you.
4
IMPLEMENT
Then we recommend solutions to alleviate your financial and business pain points.
WHO WE ARE
Over the last 35 years, SIMA has grown from a small accounting firm to a robust consulting and financial services firm.
In 1985, Mark Jones founded an accounting and tax firm. He soon realized that his clients were missing a comprehensive financial approach. Today SIMA’s team of industry professionals work to provide businesses and individuals with an integrated financial strategy and solution.
Over the last 35 years, SIMA has grown from a small accounting firm to a robust consulting and financial services firm.
In 1985, Mark Jones founded an accounting and tax firm. He soon realized that his clients were missing a comprehensive financial approach. Today SIMA’s team of industry professionals work to provide businesses and individuals with an integrated financial strategy and solution.
0
+
Years in business
0
Experienced professionals
0
+
Happy clients
0
Financial solutions
0
+
Clients with multiple solutions
0
+
Years in
business
business
0
Experienced
professionals
professionals
0
+
Happy
clients
clients
0
Financial
solutions
solutions
0
+
Clients with
multiple solutions
multiple solutions
0
+
Years in business
0
Experienced professionals
0
+
Happy clients
0
Financial solutions
0
+
Clients with multiple solutions
SCHEDULE A CONSULTATION
Schedule a consultation and let our team show you the value we provide our clients! We look forward to working with you!
Financial strategies & solutions
Financial strategies & solutions
"I know I don't have to worry about maintaining compliance with SIMA behind me."
Sam
Owner of a Veterinary Practice
"SIMA has simplified our administration in so many ways. We have eliminated so many headaches as business owners."
Andrea
Owner of a Technology Firm
"We have counted on SIMA from the very beginning and they continue to evolve to meet our needs. It's truly a partnership."
Joe
Owner of a Customer Service Company
JOIN OUR MAILING LIST
Don’t miss important updates, deadlines and insights – from market commentaries to filing deadlines we have it all!
JOIN OUR MAILING LIST
Don’t miss important updates, deadlines and insights – from market commentaries to filing deadlines we have it all!
Latest Insights
DHS Extends Form I-9 Flexibilities
On October 11th, 2022, the U.S. Department of Homeland Security (DHS) announced it is extending updated flexibilities for Form I-9 due to the continued safety precautions related to COVID-19 until July 31st, 2023. Background Federal law requires every employer that recruits, refers for a fee, or hires an individual for…
Health FSA Limit Will Increase for 2023
On Oct. 18, 2022, the IRS released Revenue Procedure 2022-38 (Rev. Proc. 22-38), which includes the inflation-adjusted limit for 2023 on employee salary reduction contributions to health flexible spending accounts (Health FSA). The Affordable Care Act (ACA) imposes a dollar limit on employees’ salary reduction contributions to health FSAs. This…
2022-2023 Tax Planning Guide
Download a copy of your tax planning guide for helpful insights! Once again, it’s time to start thinking ahead to tax season! The last couple months of the year are a great time to make the most of your tax planning opportunities. Our 2022-2023 Tax Planning Guide is designed to…
2022 Third Quarter Market Commentary
The third quarter of 2022 has brought little reprieve since our last writing. The S&P is down -23.9% YTD and the Nasdaq is down -32% YTD. Bonds haven’t fared much better with the Barclay’s Aggregate down -14.6% YTD. The Federal Reserve continues an aggressive pace of rate increases, yet inflation…
Inflation Reduction Act of 2022
The recently enacted Inflation Reduction Act of 2022 contains several new environment-related tax credits that are of interest to individuals and small businesses. The Act also extends and modifies some preexisting credits. Extension, Increase, and Modifications of Nonbusiness Energy Property Credit Before the enactment of the Act, you were allowed…
2022 Second Quarter Market Commentary by Heather A. Voight, AIF®
The second quarter of 2022 seems to have eclipsed the first in negative news. We entered into a technical bear market and have chalked up the worst first half for the S&P 500 since 1970. At the end of Q2, the S&P was down -16% YTD and NASDAQ was down…
Contact Us
Contact Us
Main: (804) 285-5700
IT Support: (804) 999-2021
Fax: (804) 285-5656
Location
6802 Paragon Place
Suite 410
Richmond, Virginia 23230
BY APPOINTMENT ONLY
info@simafg.com
itsupport@simafg.com
Business hours
Monday – Friday: 8 am – 5 pm
Contact Us
Contact Us
Main: (804) 285-5700
IT Support: (804) 999-2021
Fax: (804) 285-5656
Location
6802 Paragon Place
Suite 410
Richmond, Virginia 23230
BY APPOINTMENT ONLY
info@simafg.com
itsupport@simafg.com
Business hours
Monday – Friday: 8 am – 5 pm