Business Details
48 Years
experience
Your Trusted Partner for Accounting Solutions in Orange, CA
Simons Accountancy has been delivering quality tax, accounting, and business services since 1978. Founded by Gene Durst in Anaheim Hills, California, our firm evolved through strategic partnerships and name changes, becoming Simons Accountancy in 2004 under Ed Simons' leadership. Our expertise spans tax compliance, bookkeeping, financial statement preparation, and specialized consulting for individuals and businesses. We prioritize timely, cost-effective solutions while fostering client success through personalized service. With over two decades of experience, Ed Simons, a licensed CPA and Master of Taxation, ensures rigorous attention to detail and prompt communication. Our services include corporate and fiduciary tax planning, payroll management, software implementation support, and business advisory for high-net-worth clients.We maintain year-round client engagement to proactively address financial challenges before tax filing deadlines. Our commitment to excellence is reflected in our membership with the American Institute of CPAs and California Society of CPAs. We specialize in minimizing tax liabilities through strategic planning while maintaining compliance with federal, state, and local regulations. Our mission remains unchanged: to provide trustworthy, comprehensive financial services that empower personal and professional growth for our clients.
Services
Tax Services
Bookkeeping
Tax Consulting
Payroll Services
Business Management
Details
- Year established: 1978
Highlights and features
- Licensed CPAs with 20+ years of tax compliance expertise
- Personalized financial reporting and tax planning services
- Comprehensive payroll management and software implementation support
- Proactive year-round client advisory approach
- Specialized services for high-net-worth individuals and businesses
Services
Tax Services
We provide comprehensive tax compliance and strategic planning for individuals, corporations, and fiduciaries. Our services include minimizing tax liabilities through legal deferral strategies and representing clients in tax controversies. Specialized expertise in corporate transactions and state/local tax issues ensures optimal financial outcomes for businesses and high-net-worth individuals.
Bookkeeping
Our bookkeeping services include monthly bank reconciliations, journal entries, and depreciation tracking to maintain accurate financial records. We prepare compiled financial statements and perform quarterly reviews to ensure regulatory compliance. Continuous client engagement helps identify potential financial issues before tax filing deadlines.
Tax Consulting
We offer strategic tax consulting for business transactions and long-term planning. Services include payroll management, software implementation guidance, and cash flow optimization. Our team provides tailored solutions for small businesses and high-income individuals, with referrals to trusted professionals when needed.
Payroll Services
Full-service payroll solutions include payroll check preparation, tax deposit calculations, and compliance reporting. We handle federal, state, and local tax requirements while ensuring timely delivery of payroll documents. Our services reduce administrative burdens for small business owners.
Business Management
Specialized business management services for high-net-worth individuals include cash management, financial reporting, and check-writing services. We provide cost-effective solutions for complex financial needs, combining tax expertise with personalized advisory support to optimize wealth preservation.
People
Ed Simons
CPA, MST
Licensed CPA with 20+ years of experience in tax compliance and financial reporting. Specializes in serving small businesses and high-net-worth individuals. Holds a Master of Taxation degree from Golden Gate University and maintains active AICPA membership.
Questions
What accounting services do you offer?
We provide tax compliance, bookkeeping, financial reporting, payroll management, and business advisory services for individuals and corporations.
How long has your firm been in business?
Our firm has served clients since 1978, operating as Simons Accountancy Corporation since 2004 under CPA Ed Simons' leadership.
Do you handle business tax planning?
Yes, we specialize in corporate tax planning, transactional strategies, and state/local tax compliance for businesses of all sizes.
What makes your firm different?
We combine 20+ years of CPA experience with personalized service, offering proactive financial guidance and year-round client support.
