Numbers you can trust, guidance you can act on.
Richard Simon CPA, LLC pairs decades of hands-on experience with a modern, tech-forward practice — handling tax and accounting services, backed by a secure online portal and the judgment that only comes from years in the field.
Quick answers, right on the site.
Four free tools to help you plan ahead — no login required.
Tax Calendar
Key federal filing deadlines for individuals, businesses, trusts, estates, and non-profits.
02Tax Calculator
A quick estimate of your federal income tax based on your filing status and income.
03Quarterly Tax Calculator
What to set aside each quarter if you're self-employed or receive 1099 income.
04Wage Parity (LS301) Calculator
Check home care aide compensation against NYS Wage Parity minimums for your region.
Three generations in the profession. One practice built on it.
I started working in an accounting firm in 1981, following both my father and my grandfather into the profession — Richard Simon CPA, LLC is a third-generation practice in every sense. Over the decades I've been a partner at small firms, mid-size firms, and regional firms, which means I've seen how good accounting scales, and where it breaks down as a business grows.
I hold a Bachelor's degree in Accounting from Ithaca College with a minor in Computer Science, and a Master's in Taxation from Baruch College (1993) — a combination that shows up in how the firm works today: sound tax judgment paired with a genuine comfort with the systems and software that run a modern practice.
That range of experience, across firm sizes and industries, is what clients are really hiring when they come to Richard Simon CPA, LLC: someone who has already seen their situation before, more than once. Clients are based throughout the country, and meetings happen in person at the Syosset office or online — whichever fits.
Background & credentials
- Practicing since1981
- Family legacy3rd-generation CPA
- Firm experiencePartner — small, mid & regional
- MS, TaxationBaruch College, 1993
- BS, AccountingIthaca College, 1981, minor CS
A few of the industries we've worked in.
This is a sample, not a limit. If your field isn't listed, reach out — chances are we've handled something close to it.
Real Estate
Medical Practices
Home Health Care
Hospitality
Restaurants, hotels, bars, golf and tennis clubs, and other Hospitality entities.
Non-Profit Entities
Law Practices
Manufacturing
Small Business
Foreign Individuals and Companies Doing Business or Residing in the US Including Their Tax Returns
Professional Service Firms
Don't see your industry here? Get in touch and we'll let you know if it's a fit.
Three steps, start to finish.
The same process whether it's a single return or an ongoing accounting relationship.
Initial consultation
A free 30-minute call, in person at our Syosset office or by video — to understand your situation and scope the right engagement. No pressure, no obligation.
Proposal & onboarding
Most engagements are a clear, flat-fee proposal and a document checklist you upload through our secure client portal — no email attachments back and forth.
Ongoing service
Regular check-ins, direct access to your CPA, and no surprises when it's time to file or close the books.
What clients say.
Sharp, dependable, and deeply knowledgeable — the only accountant I'd trust with my taxes. Highly recommend him.
Honest and reliable for ten years of tax returns running, and always willing to work around what I need.
Let's look at your numbers.
Prefer to skip the back-and-forth? Schedule a consultation online and pick a time that works for you. Or call us at 516-864-2722 — and we'll follow up within one business day. Already a client? Use the client portal to securely upload requested documents and download your completed return or financials once they're ready.
- Phone516-864-2722
- Fax516-324-8080
- Emailinfo@RSimonCPA.com
- DirectRichard@RSimonCPA.com
- Office6900 Jericho Turnpike, Suite 201
Syosset, NY 11791 - HoursCall or email for an appointment