Client Services

"As the CPA behind Simmons & Company, I strongly believe in the value of professional relationships. I view every client relationship like a partnership and I truly believe that my success is a result of your success."

--Marc L. Simmons, CPA

At Simmons & Company, we are committed to providing close, personal attention to all of our clients. We offer a wide range of professional tax services to individual and business clients. Because clients work directly with Marc, they benefit by receiving personalized, quality service that is beyond compare.

We believe that every individual needs a qualified support team including your tax preparer, financial planner, insurance agent and attorney. The goal of your professional team is to protect and grow your assets. Simmons & Company welcomes and encourages collaboration with you and the other professionals in your life.


The following list of services is by no means all-inclusive. Please feel free to inquire about a service if you don't see it listed. If it's not a service that Simmons & Company provides, we have qualified professional associates to whom we can refer you.

Tax Services

Tax Services

We prefer to take a proactive versus reactive approach to tax services. By keeping current on new tax laws and legislation, we can identify key tax planning opportunities that minimize both your current and future tax liabilities. We provide our individual and business clients with the taxation expertise and knowledge that they deserve throughout the year. Tax services offered include but are not limited to:

Tax planning & return preparation

- Individuals

- Domestic Partners

- Corporations

- Partnerships


- Estates & Trusts

- Multi-State Services

- International Issues

- Not-for-Profit Organizations

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Tax Planning

Tax planning is a critical element of the tax preparation process. By making tax planning part of your overall business strategy, you can use our experience and access to the most current new developments in the tax laws to minimize both your current and future tax liabilities.

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Tax Preparation

Our significant investment in computerized tax preparation and research software enables us to accurately and efficiently prepare returns for various types of entities including individuals, corporations, partnerships, trusts, estates, and not-for-profit organizations.

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Estate & Trust Tax Preparation

Effective estate and gift planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse or domestic partner and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can help guide you through the complex process of getting your financial affairs in order, as well as work with your estate planning attorney(s) to ensure that adequate consideration has been given to your wishes.

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IRS Representation

Many years of experience dealing with various taxing authorities has helped us to achieve a level of competence which ensures that our clients are properly represented before the various federal and state tax agencies.

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Multi-State Taxation Issues

Did you recently move from Maine to California? Did your Form W-2 include income from New York, Massachusetts and Oregon? Many years of business and individual income tax planning and preparation has exposed us to most multi-state issues. From preparation of multiple state income tax returns to state income tax minimization strategies, we are quite able to assist clients in virtually any jurisdiction.

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