Partners and Associates

Partners and Associates

A hybrid team of accountants, advisors, and consultants whose collective experience and diverse backgrounds ignite ideas, reconfigure approaches, and recommend strategies and innovative solutions for our clients.

David Simon
Lincolnshire

100 Tri-State International
Lincolnshire, IL 60069

Tel: 847.941.0216
Email: dsimon@wipfli.com

Services

Tax

Areas of Focus

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

Education

Roosevelt University
  • Bachelor of science degree in business administration

David Simon, CPA

Partner

David Simon is a partner in Wipfli LLP’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.

Certifications
  • Certified Public Accountant