Accounting & Tax Solutions
Accounting & Tax Solutions
SIMA Accounting Group takes a consultative approach to provide tailored accounting solutions that meet the specific needs of each client we serve. We collaborate closely with you to ensure your financial records are accurate, up-to-date, and fully compliant with the latest regulations.
Our team is committed to working together with you, streamlining processes to enhance efficiency and align with your business objectives.
Our Offerings & Services
Consulting + Advisory
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Accounts Payable
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Bookkeeping
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Corporate Returns
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Partnership Returns
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Trust & Estate Returns
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Financial Statement Preparation
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Software & Systems Training
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Mergers & Acquisitions
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Succession Planning & Exit Strategies
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1040s
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Consulting + Advisory
- Expert Business Support: A comprehensive consulting services, from business setup to strategic planning, tailored to help your company thrive.
- Growth & Transitions: We provide business valuations, M&A support, and succession planning, aligning your strategy with your financial goals through our wealth management team.
Accounts Payable
- Ensure all payments are processed promptly to avoid delays
- Meet deadlines to minimizing the risk of late fees
- Implement tailored solutions that align with your business needs
Bookkeeping
- Utilize accurate bookkeeping for your thriving business
- Provide a clear assessment of your organization’s finances
- Empower informed decision-making through precise financial data
- Work closely with you to maintain accuracy in all financial
- Accurate reporting to support your business’s long-term success
records
Corporate Returns
- Guide you through the complexity of corporate tax returns and specific deadlines
- Ensure accurate and timely filings to meet all tax obligations
- Minimize risks of penalties and errors in tax submissions
Partnership Returns
- Navigate the tax implications that come with partnership arrangements
- Ensure timely, compliant, and accurate tax return filings
- Rely on our team for specialized partnership tax preparation services
- Minimize risks and maximize efficiency through expert tax guidance tailored to partnerships
Trust & Estate Returns
- Provide specialized services to protect your wealth and minimize tax liabilities
- Ensure your legacy is safeguarded for future generations
- Trust our experienced team to navigate the process with care and precision
Financial Statement Preparation
- Help prepare an array of financial statement services, including balance sheets, income statements, and cash flow statements
- Utilize advanced software to ensure precise and insightful financial reports
- Help you stay compliant with regulations by delivering reliable financial statements
Software & Systems Training
- Streamline processes early to enhance efficiency and growth potential
- Set your business up for success with tailored tax solutions
- We work with you to find customized solutions that align with your company’s needs
Mergers & Acquisitions
- Ensure your business achieves its full potential through expertly managed mergers and acquisitions
- Provide support at every stage, from strategy and due diligence to integration and execution
- Leverage our team’s industry knowledge for informed decision-making
- Drive value and growth through processes tailored to your objectives
Succession Planning & Exit Strategies
- Work closely with you to develop future business leaders
- Create a personalized exit plan, whether you’re selling, transferring, or winding down your business
- Ensure smooth transitions to minimize stress during the exit process
- Focus on developing a strategy that aligns with your long-term objectives and succession goals
1040s
- Trust us with the complexities of 1040 tax return forms are fully understood
- Ensure accuracy and compliance throughout the entire tax filing process
- Benefit from personalized support at every step of your 1040 tax return
What To Expect Working With
SIMA Accounting Group
Initial Phone Consultation
Your SIMA CPA will discuss your specific needs and business goals.
Document Request
Your SIMA Consultant will provide you with documents to help us understand your business needs.
Proposal Development
At no charge, your SIMA CPA will develop a proposal based on your personal input.
Meeting to Discuss Presentation
Based on your preference, the proposal will be presented by your consultant either face-to-face or via email, with a follow-up discussion.
Engagement Agreement
Once agreed upon, the engagement letter will be drafted and signed.
Team Introduction
You will meet with your local consultant from our internal team who will work closely with your account to reach your goals.
Stay Informed With Our Tax Planning Guide
Our tax planning guide covers key regulation updates, such as those introduced by the SECURE 2.0 Act, and offers practical advice for minimizing your tax liabilities. Always consult your tax advisor before implementing any specific strategy to ensure it aligns with your unique financial situation. Download now to make the tax laws work for you and take the first step toward smarter tax planning.
Optimize Your Financial Management
At SIMA Accounting Group, we are committed to helping you achieve success through our comprehensive accounting solutions.
Contact us today to learn more about our services and schedule a consultation with our experts. Partner with our experts to enhance your financial operations and secure a prosperous future.