At Simon CPAs, we don't just file your taxes -- we help you control costs, maintain healthy cash flow, and build a strategy to keep more of what you earn.
These are the things we hear from almost every business owner who calls us for the first time.
Tax season always feels like a fire drill
You're not sure if you're actually profitable
Your accountant takes days to call back
Payroll is eating more of your margin every year
You don't know what you can actually pay yourself
Every big business decision feels like a guess
We make it easy to get started -- and even easier to stay on top of your finances once you do.
Schedule online or call us at (617) 627-9995. We'll reach out right away to confirm and learn a little about your situation before we meet.
A 30-minute call where we dig into your numbers, your goals, and where things feel unclear. No pressure -- just a real conversation.
We put together a plan built around your specific business -- not a template. Clean books, a real tax strategy, and a team you can actually reach.
Our services scale with your business -- and we're always available when you have questions.
Cloud accounting, bookkeeping, and financial statements that actually make sense -- so you always know where you stand.
Learn More →Proactive strategy to keep more of what you earn. We plan ahead -- not just at year end when it's too late to change anything.
Learn More →We handle W-2s, reporting, and payroll tax filings so you can focus on running your business, not managing paperwork.
Learn More →Specialized accounting for investors and developers -- from cash flow tracking to entity structuring and tax strategy.
Learn More →When you book a call with Simon CPAs, you hear from us right away -- with a message that actually references what you told us, not a generic auto-reply. When you show up to the call, we're already prepared.
That's the standard we hold ourselves to from day one.
Hi Sarah,
You're confirmed for Tuesday March 10 at 2:00 PM. You mentioned you're running a growing landscaping business and nervous about tax season - we'll make sure the conversation focuses there so you walk away with something useful.
If you want to give us a head start: fill out this quick form - no pressure, totally optional.
See you Tuesday.
-- James / Simon CPAs
(617) 627-9995
"I'd been with my previous accountant for 6 years and never felt like they actually knew my business. Simon CPAs understood my situation on the first call. My tax bill dropped significantly the first year."
"I opened a second location last year and was terrified about the financial side. Simon CPAs helped me structure it right, manage cash flow through the build-out, and I actually knew where I stood every month."
"What got me was the follow-up. I booked online, got a personalized email right away, and they already knew what I needed when I showed up. That's not something you get from most CPA firms."
Book a free 30-minute consultation. No pressure, no pitch -- just an honest conversation about your business.
Request a Free Consultation