» W. H. Simon - About Us

A Complement of Special Services
Representation Before the Internal Revenue Service

W.H. Simon & Company, P.A. can provide a full range of representation before the Internal Revenue Service in all areas such as audits, appeals, collection and criminal investigation matters. Because of the IRS experience levels of the principals of the firm, they can provide the client with an understanding of how the IRS functions administratively and how it relates to a client’s particular problem. The members of the firm have managed all of the functions of the Internal Revenue Service and therefore are well versed in how to most effectively represent their clients in areas such as:

• Examination of Tax Returns

• Innocent Spouse Claims

• Appeal of Proposed Assessments

• IRS Notices

• Abatement of Penalties

• Release of Levies and Liens

• Offers in Compromise

• Appeal of Collection Matters

• Trust Fund Recovery Penalties

• Employment Tax Examinations

• Criminal Fraud Investigations

• Civil and Criminal Expert Witness

• Reconstruction of Books and Records

• Preparation of Delinquent Tax Returns

Litigation Support Services
The backgrounds of the members of the firm provide clients with the unusual expertise in providing litigation support services to law firms in the area of IRS criminal tax investigation matters as well as other financial investigative matters such as embezzlement, bank fraud and money laundering.

State Tax Matters
The firm has extensive experience representing clients before numerous state taxing authorities. This experience includes Sales & Use Tax Audits, as well as Appeal of the audit results.

Tax Planning
The firm’s experience in tax controversy matters provides an excellent foundation for clients in properly planning their tax affairs to avoid problems with taxing authorities and to assure that clients pay the least amount of tax legally possible.

IRS Exposure Evaluation
The firm will provide a pre-audit analysis for clients who may be facing an audit with IRS or a concern that a future audit may occur. Because of our expertise in dealing with IRS audits we can evaluate the exposure and in many cases reduce the exposure.