Simon is a tax manager and has been practicing in public accounting since 1981. He is a 1974 graduate of Boston University.

His experience enables him to deal with a variety of tax planning and compliance issues that confront service providers, distributors, investors, real estate owners, and the not-for-profit sector.

He enjoys being part of a team effort to support individuals and closely held businesses that are developing life strategies to achieve economic security in the most efficient and effective manner.

He is a member of the Boston Estate Planning Council. He is a Certified Estate Tax Planner and particularly enjoys volunteering his time and professional expertise with small not-for-profit organizations and low-income families and individuals.