Stefanie Simons
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Stefanie Simons Email & Phone Number

Partner at Advanta Tax Advisors, LLC at Advanta Tax Advisors, LLC
Location: Atlanta, Georgia, United States 4 work roles 2 schools
2 work emails found @advantataxadvisors.com 4 phones found area 213, 678, and 800 LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 100%

Contact Signals · 2 work emails · 4 phones

Work email s****@advantataxadvisors.com
Direct phone (213) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Role
Partner at Advanta Tax Advisors, LLC
Location
Atlanta, Georgia, United States
Company size

Who is Stefanie Simons? Overview

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Quick answer

Stefanie Simons is listed as Partner at Advanta Tax Advisors, LLC at Advanta Tax Advisors, LLC, a with 6 employees, based in Atlanta, Georgia, United States. AeroLeads shows a work email signal at advantataxadvisors.com, phone signal with area code 213, 678, 800, and a matched LinkedIn profile for Stefanie Simons.

Stefanie Simons previously worked as Partner at Advanta Tax Advisors, Llc and Tax Director at Mcgladrey. Stefanie Simons holds Ms, Accounting from University Of Kansas - Graduate School Of Business.

Company email context

Email format at Advanta Tax Advisors, LLC

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*@advantataxadvisors.com
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AeroLeads found 2 current-domain work email signals for Stefanie Simons. Compare company email patterns before reaching out.

Profile bio

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.

Listed skills include Tax Advisory, Tax Research, Corporate Tax, Cpa, and 14 others.

Current workplace

Stefanie Simons's current company

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Advanta Tax Advisors, LLC
Advanta Tax Advisors, Llc
Partner at Advanta Tax Advisors, LLC
atlanta, georgia, united states
Employees
6
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4 roles · 32 years

Stefanie Simons work experience

A career timeline built from the work history available for this profile.

Partner

Current

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.

Feb 2015 - Present

Tax Director

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.

Oct 2005 - Feb 2015

Senior Tax Manager

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.

Mar 2000 - Sep 2005

Tax Manager

Arthur Andersen Llp
1995 - 2000 ~5 yrs
2 education records

Stefanie Simons education

B.S., Business Administration And Accounting

Activities and Societies: President - Accounting Club (Beta Alpha Psi)

FAQ

Frequently asked questions about Stefanie Simons

Quick answers generated from the profile data available on this page.

What company does Stefanie Simons work for?

Stefanie Simons works for Advanta Tax Advisors, LLC.

What is Stefanie Simons's role at Advanta Tax Advisors, LLC?

Stefanie Simons is listed as Partner at Advanta Tax Advisors, LLC at Advanta Tax Advisors, LLC.

What is Stefanie Simons's email address?

AeroLeads has found 2 work email signals at @advantataxadvisors.com for Stefanie Simons at Advanta Tax Advisors, LLC.

What is Stefanie Simons's phone number?

AeroLeads has found 4 phone signal(s) with area code 213, 678, 800 for Stefanie Simons at Advanta Tax Advisors, LLC.

Where is Stefanie Simons based?

Stefanie Simons is based in Atlanta, Georgia, United States while working with Advanta Tax Advisors, LLC.

What companies has Stefanie Simons worked for?

Stefanie Simons has worked for Advanta Tax Advisors, Llc, Mcgladrey, Deloitte, and Arthur Andersen Llp.

Who are Stefanie Simons's colleagues at Advanta Tax Advisors, LLC?

Stefanie Simons's colleagues at Advanta Tax Advisors, LLC include David Caccamo.

How can I contact Stefanie Simons?

You can use AeroLeads to view verified contact signals for Stefanie Simons at Advanta Tax Advisors, LLC, including work email, phone, and LinkedIn data when available.

What schools did Stefanie Simons attend?

Stefanie Simons holds Ms, Accounting from University Of Kansas - Graduate School Of Business.

What skills is Stefanie Simons known for?

Stefanie Simons is listed with skills including Tax Advisory, Tax Research, Corporate Tax, Cpa, Tax, Fin 48, Research And Development Tax Credit, and Tax Accounting.

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