How to Submit Your Tax Info to Your Tax Return Preparer?

I think everyone can agree that the goal of the tax return preparation process is to do it as quick as possible and to pay the least amount in time, taxes and prep costs.

Usually, the best way to accomplish something is to have a good process with good tools. Here is a process with good tools I suggest for going through and organizing your tax info to get them done!

Continue reading “How to Submit Your Tax Info to Your Tax Return Preparer?”

Good Computer Habits To Protect Your Financial Data

When it comes to using a personal computer to help manage your business and personal finances, one cannot escape the fear of someone getting into your computer and doing what they will with your files and saved login credentials.

Here are some good computer habits to help stop them from getting in:

Continue reading “Good Computer Habits To Protect Your Financial Data”

What is Simoncpa’s Client Privacy Policy

Your privacy is very important.

I am committed to your privacy and retaining your trust and respect your right to keep your personal information confidential and to avoid unwanted solicitations.

I collect nonpublic personal/business information about you/your business that is provided by you or obtained by me with your authorization.

I do not disclose any nonpublic information about my clients or former clients except as permitted by law, the Code of Professional Conduct of the New Jersey Society of Certified Public Accountants (NJSCPA) and Ethics Rulings of the American Institute of Certified Public Accountants (AICPA).

I restrict access to Nonpublic Information to those professional parties who must use that information to help provide services to you. Their right to further disclose and use the information is limited by our agreements with them and their code of conduct, applicable law, our Code of Professional Conduct and nondisclosure agreements where appropriate.

I also maintain physical, electronic, and procedural safeguards in compliance with applicable laws and regulations to guard your Nonpublic Information.

I also practice computer habits as described in the What Are Some Good Computer Habits for Protecting Your Privacy? cast.

What is Dan’s Work History?

  • 1987 – 1989 – Medium Public accounting firm in Northern NJ

  • 1990 – 1995 – Small Public accounting firm in Northern NJ

  • 1996 – 1996 – Multi Million Dollar, private, real estate group in Central NJ

  • 1997 – 2003 – Self employed CPA in South Orange, NJ

  • 2004 – 2011 – Self employed CPA with a small public accounting firm in Denville, NJ

  • 2012 – Now – Self employed CPA in Denville, NJ

What Type of Business’s Has Dan Supported?

From start-up to multi-million dollar companies of the following types:

  • Attorneys
  • Auto Detailing
  • Broker/Dealers
  • Consultants
  • Contractors
  • Equipment Rentals
  • Financial and Insurance advisers
  • IT support companies
  • Landscapers
  • Medical Practices
  • Restaurants
  • Retailers – Online
  • Retailers – Brick and Mortar
  • Real Estate Agents
  • Real Estate Developers
  • Real Estate Managers
  • Securities Traders
  • Spas
  • Tattoo studio
  • Travel Agencies
  • Video Game Vlogger
  • And many others