Our Firm
At Simpson & Younce, CPAs, PC, we are dedicated to providing exceptional service and building trusting relationships with our clients. We understand that each individual or business has unique financial goals and challenges, which is why we take the time to understand your specific needs and create personalized solutions to help you achieve your objectives.
Services
Our team of experienced Certified Public Accountants (CPAs) offers a wide range of services designed to meet the unique financial needs of our clients. From tax preparation and financial planning to audit and assurance services, we are committed to providing accurate, timely, and personalized service.
Tax Services
Our tax professionals have the expertise and experience to handle even the most complex tax situations. We offer a variety of tax services, including:
- Tax preparation and planning
- Audit and appeal representation
- Tax consulting and planning
- Estate and gift tax planning
Accounting Services
Our accounting team is experienced in providing a range of accounting services, including:
- Financial statement preparation
- Budgeting and forecasting
- Financial analysis and planning
- Accounting system setup and implementation
Financial Planning
We understand that financial planning is more than just numbers and spreadsheets. It's about helping you achieve your financial goals and build a secure financial future. Our financial planning services include:
- Investment portfolio management
- Retirement planning
- Estate planning
- Insurance planning
Why Choose Us
At Simpson & Younce, CPAs, PC, we are committed to providing exceptional service, building trusting relationships with our clients, and delivering personalized solutions to meet your unique financial needs. We take pride in our reputation for being professional, responsive, and knowledgeable.
Our Team
Our team of experienced CPAs is dedicated to providing expert guidance and support to our clients. Meet our team leaders:
- Jeffrey Simpson, CPA
- Jeffrey Younce, CPA
- Kristen DiMeo, Bookkeeper
- Denise Archer, Bookkeeper
- Julia Zeng, Staff Accountant
Overall Experience
The reviewer had an excellent experience with the company, recommending them highly.
Professional Services
The company provided exceptional services for the reviewer's annual financials and corporate tax returns.
Auditing Experience
The reviewer was personally audited by the IRS, but the company handled everything, including communicating with the auditors, leaving the reviewer with minimal involvement.
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