Business Details
38 Years
experience
Expert Tax & Fiduciary Services in San Francisco
Simon Associates-Professional Fiduciary is dedicated to providing personalized tax and fiduciary services with a commitment to client trust and long-term value. Our approach emphasizes active listening, flexibility, and tailored solutions for individuals, families, and professionals navigating complex financial and regulatory landscapes. With expertise in tax preparation, estate planning, and fiduciary responsibilities, we adhere to the highest standards set by the California Probate Code and IRS Circular 230. Our team combines over 25 years of hands-on experience in tax consultancy, estate administration, and elder care management, ensuring clients receive informed guidance aligned with evolving laws. We prioritize transparency, ethical practices, and proactive communication to minimize client stress while maximizing financial efficiency.Our network of professionals supports holistic solutions for tax compliance, asset protection, and long-term care planning. By maintaining deep familiarity with probate court procedures and tax code intricacies, we streamline processes for executors, trustees, and conservators. Client education remains central to our mission, empowering informed decisions about estate preservation and fiduciary duties. Our founders leadership in professional fiduciary associations underscores our industry authority and commitment to advancing best practices. Through personalized advocacy and meticulous attention to detail, we aim to become trusted advisors for clients facing complex financial transitions.
Services
Tax Preparation
Estate Planning
Fiduciary Services
IRS Representation
Care Management
Trust Administration
Conservatorship
Estate Preservation
Details
- Year established: 1988
Highlights and features
- We offer 25+ years of specialized expertise in tax and fiduciary law.
- Our team includes an Enrolled Agent and NTPI Fellow with IRS regulatory knowledge.
- We adhere to California Probate Code standards for fiduciary services.
- Our founder helped establish PFAC's educational programs for fiduciaries.
- We coordinate with medical and legal professionals for comprehensive client solutions.
Associations and certifications
- Enrolled Agent
- National Tax Practice Institute (NTPI) Fellow
- Professional Fiduciary Association of California (PFAC) Charter Member
Services
Tax Preparation
Simon Associates-Professional Fiduciary provides comprehensive tax preparation for individuals and businesses, focusing on minimizing liabilities while ensuring compliance with federal and state regulations. Our Enrolled Agents stay current with evolving tax laws to optimize filings for standard and complex returns. We specialize in fiduciary tax returns and resolving historical filing issues.
Estate Planning
We offer tailored estate planning solutions including trust administration, wills, and succession strategies. Our team navigates probate codes to create plans that protect assets, minimize tax burdens, and honor client wishes. With 25+ years of experience, we handle simple to complex estates with court-supervised precision.
Fiduciary Services
As certified fiduciaries, we serve as trustees, executors, and conservators while adhering to California Probate Code standards. Our services include asset marshaling, court reporting, and balancing beneficiary needs with tax-efficient distributions. We also guide family-appointed fiduciaries through administrative processes.
IRS Representation
Our firm represents clients during IRS audits and collections, leveraging deep knowledge of tax code and procedural defenses. We negotiate penalty abatements, resolve delinquent filings, and communicate directly with agencies to reduce client liability and stress.
Care Management
We coordinate personalized care plans for seniors and disabled individuals, focusing on independence preservation and safety. Services include care transition coordination, housing assessments, and advocacy with medical providers to implement client-preferred living arrangements.
People
Barbara Simon
Founder & Principal
Barbara Simon is a certified Enrolled Agent with 30+ years of tax expertise and 25+ years as a professional fiduciary. She co-founded PFAC's educational programs and serves on California's Taxation Law Advisory Commission. Her dual expertise in tax law and elder care management guides Simon Associates-Professional Fiduciary' client-centered approach.
Questions
What tax services do you specialize in?
We specialize in individual and fiduciary tax preparation, IRS audit representation, delinquent filing resolution, and tax planning for estates and trusts.
Do you handle complex estate administrations?
Yes, we administer estates of all sizes, including international assets, and provide inventory management, tax filings, and distribution planning.
Are you qualified to serve as a fiduciary?
Yes, we are licensed professionals with 25+ years of experience serving as trustees, executors, and conservators under California Probate Code.
Can you assist family-appointed fiduciaries?
We provide full support to family members serving as fiduciaries, including court document preparation, asset management, and compliance guidance.
What elder care services do you offer?
We create personalized care plans, coordinate medical transitions, and arrange in-home support services to help seniors maintain independence safely.
How do you handle IRS back taxes?
We reconstruct financial records, prepare delinquent returns, and negotiate penalty abatements to resolve tax debt issues with federal agencies.
