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LATEST NEWS
 Peter
J. Simon introduces FREE estimate and FREE consultation visit! No obligation
offer gives you a chance to get a second opinion.
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PJS Financial Advisory Services, LLC and Peter J. Simon, CPA, CFP offer a credit equal to the cost of attending a college planning workshop available towards the purchase of college planning, retirement planning, investment advisory, or tax services. The credit is good for twelve months. For existing clients, the credit is only available to purchase services you have not previously purchased.
PJS Financial Advisory Services, LLC offers a FREE investment and financial planning newsletter for all clients of both PJS Financial Advisory Services, LLC and of Peter J. Simon, CPA, CFP.
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PROFESSIONAL
ACCOUNTING SERVICES
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Areas
of Specialization
Saving taxes for high income individuals and small
businesses
IRS audits of estates, individuals and small businesses
New York State audits of non-resident high income individuals
Saving taxes for estates and trusts
Distributions from Individual Retirement Accounts
and Qualified Retirement Plans, including minimum required
distributions
Tax and accounting services for medical and legal professional
service firms
Executive compensation (non-qualified stock options,
incentive stock options, restricted stock)
QuickBooks training and support
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The advantages to you of using Peter J. Simon, CPA, CFP accounting services include:
- Help you understand how to use your accounting information to increase your business revenue and decrease your business expenses.
- Provide you with accurate and timely accounting information for you to use in managing your business.
- Help you obtain the financing you need by preparing financial statements and explaining your business to prospective lenders.
- Reduce your bookkeeping and accounting costs by training your bookkeeper to be quicker and more accurate resulting in your bookkeeper being able to do more for you for the same cost to you and reducing your cost of Certified Professional Accountant fees for fixing bookkeeping errors.
- Assist you with setting up an accounting system and selection of accounting software and other important decisions when starting a business.
- Design internal control procedures to minimize the chance of improprieties.
Services are provided through the Accounting Firm of Peter J. Simon, CPA, CFP
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