About Dan

DAN SIMON, CPA, MST

Experience you can turn to. Personal attention you can count on.

I’m Dan Simon, a CPA based in Denville, New Jersey. For more than 35 years, I’ve helped businesses and their owners with taxes, accounting, bookkeeping, and financial questions.

A practical approach to your finances

I work directly with clients to understand their businesses and identify the support that fits their needs. That may mean preparing tax returns, improving accounting records, setting up QuickBooks Online, or making financial reports easier to use.

My experience includes public accounting, work with a private real estate group, and many years as a self-employed CPA. I have supported businesses ranging from startups to multimillion-dollar operations.

Education

Master’s in Taxation — Seton Hall University.

Bachelor of Science in Business Administration, with a concentration in accounting — Montclair State College.

Businesses I support

Professional services, contractors, consultants, financial and insurance advisers, medical practices, retailers, restaurants, real estate businesses, and other small businesses.

Start with a conversation

We’ll discuss what is working, where you need help, and what would make managing your finances easier. From there, we can agree on the scope of services and the next steps.

Contact Dan