Edward M Simpson

At Edward M. Simpson, CPA, we pride ourselves on delivering exceptional, personalized financial services tailored to the unique needs of our clients. Established in 1996, our firm is rooted in the belief that every individual and business deserves dedicated, professional guidance without the impersonal touch often associated with larger accounting firms. We understand that managing your finances can be complex and overwhelming, and we strive to make the process clear, efficient, and stress-free.

Our Commitment to You

Our unwavering commitment to professionalism, responsiveness, and quality permeates every aspect of our practice. We believe in building strong, lasting relationships with our clients based on trust, transparency, and mutual understanding.

A Personalized Approach to Financial Services

Edward M. Simpson personally manages all aspects of our clients' financial affairs, ensuring that each individual receives the individualized attention and expert care they deserve. Whether you are an individual seeking comprehensive financial planning, or a business owner requiring expert accounting and tax services, we are dedicated to providing tailored solutions to meet your specific goals.

Tailored Services for Individuals and Businesses

We offer a wide range of services designed to address the diverse financial needs of our clientele. For individuals, we provide:

• Personal Financial Planning: We help you create a roadmap for your financial future, encompassing budgeting, savings, investment strategies, retirement planning, and estate planning.

• Estate Planning: We guide you through the intricacies of wills, trusts, and other estate planning tools, ensuring the smooth transfer of your assets and the protection of your loved ones.
• Elder Care: We provide specialized financial guidance and support to families navigating the unique financial challenges associated with elder care.

For businesses, we offer:

• Small Business Accounting: We provide comprehensive accounting services, including bookkeeping, payroll, financial statement preparation, and tax filing.

• QuickBooks Services: We are experts in QuickBooks, offering setup, training, troubleshooting, and customized support to optimize your accounting processes.
• Payroll Services: We handle all aspects of payroll processing, ensuring accuracy, compliance, and stress-free payment distribution.

• Part-Time CFO Services: We provide strategic financial guidance and support to businesses seeking expert financial leadership without the full-time commitment of a CFO.

Our comprehensive business services also include:

• Audits - Reviews - Compilations: We provide a range of auditing and accounting services to support your business's financial compliance and reporting needs.
• Cash Flow Management: We assist businesses in understanding and optimizing their cash flow, ensuring financial stability and sustainability.
• Bank Financing: We provide guidance and support to businesses seeking bank financing for growth, expansion, or other financial objectives.

• Business Valuation: We conduct professional business valuations for a variety of purposes, including mergers and acquisitions, estate planning, and shareholder disputes.

• Strategic Business Planning: We work with businesses to develop comprehensive strategic plans, aligning their financial goals with their overall business objectives.
• Succession Planning: We assist business owners in planning for the future of their businesses, ensuring smooth transitions and long-term success.
• New Business Formation: We provide guidance and support to entrepreneurs launching new ventures, navigating the legal and financial complexities of starting a business.
• Non-Profit Organizations: We specialize in providing accounting and tax services to non-profit organizations, ensuring compliance with relevant regulations and maximizing their impact.
• Internal Controls: We help businesses establish and maintain effective internal controls, safeguarding assets and mitigating financial risk.

Tax Services for Businesses and Individuals

Our extensive tax expertise encompasses a wide range of services:

• Tax Preparation: We prepare accurate and timely income tax returns for individuals and businesses, ensuring compliance with all applicable tax laws.

• Tax Planning: We develop proactive tax strategies to minimize your tax liabilities and optimize your financial position.
• Tax Problems: We provide expert guidance and representation to individuals and businesses facing complex tax issues, including audits, liens, levies, and wage garnishments.
• IRS Representation: We act as your advocate before the IRS, representing your interests and negotiating on your behalf to resolve tax disputes.

Your Trusted Partner in Financial Success

At Edward M. Simpson, CPA, we are dedicated to empowering our clients to make informed financial decisions. We are your trusted partner, providing personalized guidance, expert advice, and unwavering support every step of the way.