David Simon, CPA

Partner, Wipfli Advisory LLC

David Simon is a partner in Wipfli’s tax practice, with over 30 years of experience in providing tax compliance and consulting services to privately owned and operated companies in the middle market. He is a trusted business and tax advisor, identifying, evaluating, and implementing proactive tax strategies. David also has extensive experience in resolving federal and state tax controversies.

Credentials

Certified Public Accountant

Services

Tax services

Areas of Focus

Cross-border taxation
Multistate taxation
S-corporation, partnership, and LLC taxation

Education

Roosevelt University

Bachelor of science degree in business administration

© “Wipfli” is the brand name under which Wipfli LLP and Wipfli Advisory LLC and its respective subsidiary entities provide professional services. Wipfli LLP and Wipfli Advisory LLC (and its respective subsidiary entities) practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. Wipfli LLP is a licensed independent CPA firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients. Wipfli Advisory LLC and its subsidiary entities are not licensed CPA firms.

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