Stefanie Simons

Stefanie Simons Email and Phone Number

Partner at Advanta Tax Advisors, LLC @ Advanta Tax Advisors, LLC
atlanta, georgia, united states
Stefanie Simons's Location
Atlanta, Georgia, United States, United States
Stefanie Simons's Contact Details
About Stefanie Simons

I offer my deep expertise in research and development tax credits to successfully lower tax rates for businesses. With a goal of maximizing deductions and credits, I am passionate about offering cost-effectiveness solutions for companies by investing my time to gain a comprehensive understanding of your company and operations through meetings with your team members. I also specialize in maximizing cost segregation, Sec. 199 Domestic Production Activity Deductions (DPAD, sunset on 12/31/17) and Meals and Entertainment Deductions.Offering a free cost and benefit analysis, my firm and I will provide an estimate of the federal and state dollars available in current reporting years as well as prior tax years. My work as the co-owner of a specialty tax consulting firm entails being an enlightening and accommodating resource for clients in conjunction with top personnel from specialized technical backgrounds (engineers, chemists, software developers) to best provide high-quality services while minimizing the time commitment of client personnel.My ongoing and fervent lobbyist efforts are approached with the intent to make a positive change in tax credit policies to improve the business climate for all companies conducting research. My involvement in this area has led me to serve on the Tax Committee for Georgia Association of Manufacturers (GAM), Government Affairs Committees for the Cobb Chamber and the Greater North Fulton Chamber of Commerce. I was recently asked to join the new Tax Reform Task Force formed by the Georgians First Commission. With extensive experience on R&D tax incentives, I am available as a public speaker to share my expertise on the topic. My experience and expertise drive my day-to-day passion for serving others. Through my personal dedication and commitment, I am looking forward to the opportunity to work alongside your company to maximize deductions and credits.

Stefanie Simons's Current Company Details
Advanta Tax Advisors, LLC

Advanta Tax Advisors, Llc

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Partner at Advanta Tax Advisors, LLC
atlanta, georgia, united states
Website:
advantataxadvisors.com
Employees:
6
Stefanie Simons Work Experience Details
  • Advanta Tax Advisors, Llc
    Partner
    Advanta Tax Advisors, Llc Feb 2015 - Present
    Greater Atlanta Area
    Co-founder of new specialty tax consulting firm with offices in Atlanta, Charlotte, Orlando, Tampa and Minneapolis. Practice leader for Research and Development Tax Incentives, Domestic Production Activities Deductions (Sec. 199) and Meals and Entertainment Deduction Maximization. A pro-business advocate always working to improve the tax climate for companies through involvement in tax legislation.
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  • Mcgladrey
    Tax Director
    Mcgladrey Oct 2005 - Feb 2015
    I was the Practice Leader for the Federal Credits and Incentives Group in Central Plains. I managed client tax incentives studies, IRS examinations, developed and supervised a specialty team and provided quality assurance reviews. I was part of the national leadership to develop policies and procedures for Federal Credits and Incentives.
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  • Deloitte
    Senior Tax Manager
    Deloitte Mar 2000 - Sep 2005
    I was part of the Research and Development Tax Services National Team. I was the industry leader for Energy and Utilities. I managed some of the largest research tax credit studies in the firm with refund claims up to $100M.
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  • Arthur Andersen Llp
    Tax Manager
    Arthur Andersen Llp 1995 - 2000

Stefanie Simons Skills

Tax Advisory Tax Research Corporate Tax Cpa Tax Fin 48 Research And Development Tax Credit Tax Accounting Accounting Us Tax Income Tax Leadership International Tax Due Diligence Financial Reporting Gaap Tax Credits Financial Analysis

Stefanie Simons Education Details

Frequently Asked Questions about Stefanie Simons

What company does Stefanie Simons work for?

Stefanie Simons works for Advanta Tax Advisors, Llc

What is Stefanie Simons's role at the current company?

Stefanie Simons's current role is Partner at Advanta Tax Advisors, LLC.

What is Stefanie Simons's email address?

Stefanie Simons's email address is st****@****smi.com

What is Stefanie Simons's direct phone number?

Stefanie Simons's direct phone number is +121333*****

What schools did Stefanie Simons attend?

Stefanie Simons attended University Of Kansas - Graduate School Of Business, The University Of Kansas.

What skills is Stefanie Simons known for?

Stefanie Simons has skills like Tax Advisory, Tax Research, Corporate Tax, Cpa, Tax, Fin 48, Research And Development Tax Credit, Tax Accounting, Accounting, Us Tax, Income Tax, Leadership.

Who are Stefanie Simons's colleagues?

Stefanie Simons's colleagues are David Caccamo.

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