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Cornerstone Services
Risk-Protective Tax Returns

Many people view their tax returns as a necessary evil; nothing more than required paperwork to keep the government happy.

At Simek & Company, we see tax returns as opportunities to harvest tax savings and create important risk protections for our clients. Whether it be tax returns for business, personal, trust, estate or gift tax purposes, we go to great lengths to ensure our clients’ returns are strategically prepared to:

  • Take advantage of all applicable tax-saving opportunities.
  • Minimize the risk of being flagged for an audit.
  • Establish the first layer of defensive positioning should it ever be needed to thwart an IRS challenge.


“Our tax situation is complicated due to multiple business entities of different types. We have been with Simek & Company for seven years and we have never had anything questioned by the authorities. In fact, Simek's advice saved us from pursuing a potentially risky tax avoidance structure that has since been specifically disallowed by the IRS.”

David Mehrer
CEO
Applied Group Sales, Inc.
Electrical Materials Distribution

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