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Send Us Your Documents
Upload your W-2s, 1099s, K-1s, and other tax documents through our secure portal. Or email them to us. Whatever works for you.
Tax season is here — let's get it done right
Taxes don't have to be stressful. We'll handle yours.
Simon Tax Firm gives you a real person who knows your situation, reviews every line, and makes sure nothing gets missed. No assembly line. No surprises.
How It Works
Three easy steps. No office visit needed.
You don't need to drive anywhere or sit in a waiting room. Here's how we work together:
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We Prepare Your Return
Simon personally reviews every return. If we have questions, we'll reach out. You'll know the cost upfront before we begin any work.
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Review, Sign, and File
We walk you through your completed return, you sign electronically, and we e-file. Most clients see their refund within two weeks.
Services
What We Prepare
Straightforward tax preparation for individuals, freelancers, and small businesses.
Individual Tax Returns
Single filers, married filing jointly, head of household. We make sure you get every deduction and credit you qualify for.
1099 & Freelancer Returns
Self-employed or side hustle income? We handle self-employment tax, deductions, and quarterly estimates so you're never caught off guard.
Partnership & K-1 Returns
Form 1065, K-1 preparation, and K-2/K-3 reporting. We make sure your allocations are right and your partners get their documents on time.
S-Corp Returns
Form 1120-S, shareholder K-1s, reasonable compensation review. Clean filings that keep you in compliance.
Multi-State Returns
Work in one state and live in another? We sort out the credits and filings so you don't pay more than you owe.
Amended Returns
Got a corrected form after you filed? We prepare Form 1040-X and handle the correspondence with the IRS.
About
Personal attention, not a tax factory
Simon Tax Firm was started because too many people were overpaying at big chain preparers — or getting their returns done wrong. Every return that leaves this firm is personally reviewed by Simon, not handed off to a seasonal temp.
Whether you're across town or across the country, the process is the same: you send us your documents, we prepare your return, and we walk you through it before filing. If you have questions in August, you can still reach us.
We're not trying to be the biggest firm. We're trying to be the one you actually trust.
- Every return reviewed personally by Simon
- IRS Annual Filing Season Program participant
- Year-round availability — not just tax season
- Upfront pricing with no hidden fees
Not sure what you need?
Send us a message or give us a call. We'll tell you exactly what it'll cost — no obligation, no pressure.
Get a Free Quote
Or email us directly:
info@simontaxfirm.com
Testimonials
What clients are saying
Here's why people stick with us year after year.
★★★★★
"I was nervous about working with someone remotely, but Simon made it so easy. Uploaded my W-2s, got a call the next day, and my return was done by the end of the week."
★★★★★
"Our partnership has three partners in three different states. Simon handled the 1065 and all the K-1s without any issues. First preparer who actually explained the K-2 stuff clearly."
★★★★★
"I've been using Simon for my personal and S-Corp returns for three years. He's responsive, the pricing is fair, and I don't have to chase him down. That's all I ask."
Frequently Asked Questions
Common questions
If you don't see your question here, just reach out. We're happy to help.
How much does it cost?
It depends on the complexity of your return. We'll give you a clear quote before we start any work. No surprises.
Do I need to come to an office?
Nope. Everything is done remotely. You send us your documents, we prepare your return, and you sign electronically.
How do I send my documents?
You can upload them through our secure portal or email them. Whatever's most convenient for you.
How long does it take?
Most individual returns are completed within a few business days. More complex returns (partnerships, S-Corps) may take a bit longer.
Can I reach you after tax season?
Absolutely. We're available year-round. If you get an IRS notice in September, we're here to help.
What if I haven't filed in a few years?
That's okay. We help clients catch up on prior year returns. No judgment — let's just get it sorted out.
Contact
Let's talk about your taxes
Whether you have a quick question or you're ready to get started, reach out. We respond within one business day — usually faster during tax season.
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Email
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HoursMon–Fri: 9 AM – 6 PM ET
Sat: By appointment
Sun: Closed -
Service AreaServing clients nationwide
Get a Free Quote
Tell us a little about your situation and we'll get back to you with pricing.
Ready to get your taxes done right?
Reach out today and we'll get back to you within one business day with a free quote.
Get Started