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2022 Post-Filing Season Update SECURE Act 2.0 2021 Tax Year-In-Review

DMSimon CPA, LLC, founded in 1989, is committed to helping clients find practical answers to key questions, whether those questions are with regard to businesses, business owners, individuals, estates, or trusts.

We dedicate ourselves to handling all clients with personal attention. Instead of merely processing figures and forms, we take the time to find out who our clients are, their goals (personal as well as business or career), their joys and their concerns.

The professionals of DMSimon CPA focus on applying knowledge of advanced taxation, estate and financial planning, and business management to client situations to:

Strengthen clients’ businesses with tax structures, tax positions and overall business planning that safeguards every dollar
Strengthen clients’ personal financial positions by helping them understand what it will take to fulfill their goals, what choices exist, and what their decisions really mean to them
Look to the future financial well being of clients’ businesses, families and estates.

At DMSimon CPA, we not only help you find practical answers to the questions that you ask; but also help you recognize other questions that you should be addressing in order to protect your financial position.

We make sure that our clients can focus on the essence of their business with the security of knowing that their accounting, tax and financial world is coordinated and we alert them to issues they need to address.