Entity Structuring & Tax Planning
We design the right structure — LLC, S-Corp, partnership — and build a tax plan that grows with your business.
Learn moreInstitutional Tax Strategy
Built for Leaders.
There is no off-season in strategic tax planning. The decisions you make today define next year's bill.
Alumni ofPwCEYBDORSM· EA & PMP Certified · Serving clients nationwide
Our Services
Strategy for every stage.
We go beyond filing. Every engagement starts with your goals and ends with a plan that works year-round.
Investor & Real Estate Tax Strategy
From cost segregation to 1031 exchanges, we make every investment decision tax-efficient.
Learn moreCross-Border & International Tax
U.S. and foreign compliance, FBAR/FATCA, and treaty planning for global professionals and investors.
Learn morePrivate Families & Estate Planning
We coordinate with your estate attorney to protect your legacy and minimize exposure across generations.
Learn moreClient Reviews
What our clients say.
5.0
10 reviews
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View all →Maria Campanella
a month ago
We recently made the decision to switch from a large institutional accounting firm to a one-person accounting firm, SIM Tax LLC, and it was one of the best financial decisions we’ve made. We spend a significant amount of…
Google Review
Cyanthony HicksPunt
a month ago
Barbara did exemplary work on tax returns on behalf of multiple family members. In our first meeting with her, she was professional and thorough in her explanations, and that was reinforced in our email and phone exchang…
Google Review
Karen Gonzalez
a month ago
Barbara helped make my tax return really easy this year. Having received income in 3 different states last year, I was worried about messing something up so I decided to consult with an expert and I’m glad I did. All the…
Google Review
Tax Insights
Straight talk on tax strategy.
Entity Structure
S-Corp vs. LLC: Which Structure Saves More in 2026?
Many Houston business owners default to an LLC without realizing that an S-Corp election could save them $10,000–$40,000 per year in self-employment taxes. Here is how to decide.
Updated June 20265 min read
Founders & EquityThe 83(b) Election: The 30-Day Decision Every Founder Must Get Right
The moment you sign founder stock paperwork, a 30-day clock starts. Filing — or missing — an 83(b) election can mean the difference between capital gains and ordinary income on your entire exit.
June 20266 min read
Founders & EquityRSUs, Options, and the W-2 Trap: Tax Strategy for Equity-Compensated Earners
High-income W-2 earners building wealth through equity compensation run into the same problems: under-withholding at vest, AMT surprises, and concentration risk. Here is the playbook.
June 20267 min read
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