Simon Associates

AVOID!!! My husband and I trusted Ms. Simon when she said she could do our tax return and avoid a problem that was showing up via TurboTax when we did it ourselves. She said she needed all our paperwork by March 22 and she had it. In May she told us she had filed an extension because she was busy. She finally filed in OCTOBER! She sent us a bill for more than twice her estimate (our income is quite modest but we paid her over $ 2000 to do our return and file it late!!). That was bad enough but we then found out that because of her errors we were hit with a new tax bill and PENALTIES! We let her know and she said she would redo it and didn’t think the new calculations were correct. Of course we didn’t let her do it again; she had already had it from March to October and couldn’t do it right. We have a new taxpreparer and he redid the return Ms. Simon did incorrectly so we ended up paying again to file our return. Her correspondence has been condescending and unhelpful. I would not trust her to do anything. We are an older couple on SS and feel she exploited our limitations. I rarely write reviews but feel an obligation to other folks like us to warn them about how she operates. Be warned!

Barbara Simon, of Simon Associates, is the most knowledgable, caring and conscientious fiduciary for the Elderly that I have ever met. She has worked many years in all capacities of senior needs; Trusts, Conservatorships, Home Care, Tax Services, Financial Planning, and organizing the needs of her clients. She is extremely honest and holds very high standards of care and integrity. I would not send any of my elderly clients needing assistance to anyone else but Simon Associates. I trust her skills completely!