SIM TAX

SIM TAX LLC is a boutique tax advisory firm delivering strategic tax planning and compliance solutions for businesses, investors, and individuals with complex U.S. and international tax considerations. We partner with clients on both ongoing and project-based engagements, helping them navigate tax complexity with clarity, foresight, and disciplined execution. Our core services include: • Business Tax Compliance & Advisory Preparation and advisory support for Forms 1065, 1120, and 1120-S, including multi-state filings, entity structuring, reorganizations, and transaction-related tax guidance • Individual & Trust Tax Services Preparation of Forms 1040 and 1041, covering investment activity, real estate, retirement income, digital assets, and multi-jurisdiction reporting • Nonprofit & Specialized Filings Preparation of Forms 990 and related compliance requirements • Private Equity & Investment Fund Advisory (Ad Hoc) Project-based support for partner capital and tax basis tracking, K-1 and K-3 reporting, and complex areas including ECI, UBTI, FDAP, and PFIC analysis, along with coordination of U.S. and international reporting obligations • International & Cross-Border Tax Advisory Support for individuals and businesses with cross-border income, assets, and operations, including coordination of U.S. and foreign reporting, disclosures, and ongoing compliance Beyond compliance, we advise on entity structuring and ownership design—aligning legal and tax frameworks with long-term business, investment, and wealth objectives. Whether supporting operating businesses, advising investors, or collaborating on targeted fund engagements, SIM TAX delivers practical, high-quality guidance designed to bring clarity and confidence to complex tax matters.