David Simon

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.

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

  • Certified Public Accountant

Roosevelt University
  • Bachelor of science degree in business administration
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