Simon Filip, Cpa Mst Email & Phone Number

More than thirteen years of small CPA firm experience working with clients in a wide array of industries; Comprehensive experience with all facets of corporate, partnership, fiduciary and individual taxation; Performed tax planning for an S corporation valued in excess of $24 million. Consulted on a “D” reorganization of a wholesale food distributor and its real estate holdings; Performed audit, tax planning and compliance of an investment company partnership with real estate investments and joint ventures in excess of $43 million. Consulted on the formation of a limited liability company allowing for the pooling of investments for stability, growth and leverage. Prepare individual income tax returns for a non-filing taxpayer resulting in the removal of liens and removal of penalties in excess of $5 million. Provided consulting and support services in the acquisition of an automotive body repair shop including the allocation of purchase price allowing for an acceleration of tax deductions to the purchaser. Performed tax planning and compliance for multiple client’s exchanges under IRC Section 1031 and 1033.Specialties: Acquisition and Disposition of Real Estate, Start-Ups, Automotive Industry, High Net-Worth Individuals and Partnership Formation

Listed skills include Tax, Auditing, Corporate Tax, Tax Returns, and 16 others.