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At Simon Associates, we believe in cultivating close client relationships built on trust, respect, and understanding.
Our Approach
We take the time to listen and understand your unique needs and goals. Our personalized services are tailored to meet your specific circumstances and aspirations. Whether you need assistance with taxes, financial planning, or fiduciary care, we will work with you to create a customized plan that aligns with your individual circumstances.
Tax Services
Our experienced team of professionals stays current with ever-changing tax laws to ensure your tax filings are accurate and efficient. We provide comprehensive services that include:
- Tax preparation and filing for individuals and businesses
- Tax planning and consulting
- Assistance with tax disputes and audits
- Retirement planning and analysis
- Estate and gift tax planning
Fiduciary Services
We offer compassionate and personalized care for elders, families, and individuals with disabilities. Our services include:
- Estate planning and probate: We guide clients through the legal and emotional process of estate planning and probate.
- Power of Attorney: We act as your trusted representative in financial and personal matters when needed.
- Guardianship: We provide compassionate care and guidance for adults who are unable to care for themselves.
- Elderly care management: We offer comprehensive care management services to ensure your loved one's physical, emotional, and financial well-being.
Our Team
Led by experienced founder Barbara Simon, our team of professionals possesses extensive expertise in tax law, elder care, and fiduciary services. Our commitment to personalized care and attention to detail ensures that you receive the highest quality service every step of the way.
Overview of Reviews
The reviews provided are a mix of extremely positive and extremely negative experiences with Barbara Simon, a fiduciary/enrolled agent.
Positive Experiences
Some reviewers have had exceptional experiences with Barbara Simon, praising her for her:
- Expertise: Providing amazing insight and follow-through for their family's trust, identifying tax bills and securing reimbursements from the IRS.
- Professionalism: Displaying a font of knowledge regarding fiduciary responsibilities, high skill set as an enrolled agent, and surrounding herself with professionals of similar caliber.
- Caring Nature: Being knowledgeable, caring, and conscientious in her work, particularly with elderly clients.
Negative Experiences
On the other hand, one reviewer had a disastrous experience with Barbara Simon, citing:
- Unreliability: Failing to file tax returns on time, despite promises to do so, and requiring an extension.
- Incompetence: Making errors that resulted in new tax bills and penalties.
- Exploitation: Being condescending and unhelpful in correspondence, and allegedly exploiting the limitations of an older couple.
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