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Howson & Simon CPAs L.P.


Howson & Simon is a boutique CPA firm that prepares tax returns and provides financial advice to a small number of ultra high net worth individuals. In addition to tax return preparation, their typical client needs advice with respect to income taxes, estate planning, investment strategy and implementation, insurance, charitable entities, etc. they are located in Walnut Creek, but their clients are primarily in San Francisco and Silicon Valley.

Their firm offers a wide range of services to their individual and business clients. Because their firm is relatively small, their clients benefit by getting personalized quality service that is beyond comparison.

Providing financial information to their clients in a timely and accurate manner is a commitment that they feel cannot be compromised. Meaningful, well organized financial records ensure that your business operations will run more efficiently on a daily basis. Their firm provides a full range of cost effective accounting services including the following General ledger and financial statement preparation, Bookkeeping, Accounting system setup for new businesses, Computerized payroll services, Business tax return preparation, Personal financial statements and Litigation support.
 
Tax planning and preparation form a winning combination for their successful individual and business clients. Whether you are an individual or a multi tiered partnership, their experienced staff can develop tax strategies that take advantage of new tax laws and legislation.
 
Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse 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. They can guide you through the complex process of getting your financial affairs in order.

Their ability to help their clients depends on the knowledge, skills and teamwork of their staff. Therefore, their people are crucial to their business. The firm's clients deserve their best employees. They do not offer partial or temporary solutions to their problems. They look at their entire business from the ground up the process, the technology and the people to insure their clients' continued success.
 

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