Simon CPAs
What we could verify
- Registered business?
- Not verified
- CPA license or firm permit?
- Not verified
- Publishes prices?
- Quote only (stated)
- Local or remote?
- Not stated on its website
- Software?
- QuickBooks
Who they say they serve: real estate (self-reported, from the firm's own website)
2 of 5 answered from a dated source.
Documents 2 of 5 core services; states it prices by quote.
Score breakdown
Dark bar: points earned. Grey bar: the weight we could check.
Evidence
| Claim | What the source shows | Source | Points |
|---|---|---|---|
| Business name | Simon CPAs | home page | |
| Website | https://www.simon-cpas.com/ | home page | |
| Office locality | Boston, MA | home page | |
| Phone | +17813268855 | home page | |
| Offers bookkeeping | Documented: ...CPA firm works with business owners and growing companies that need more than basic bookkeeping. We understand that business owners need timely answers, accurate numbers, and... | home page | |
| Payroll coordination | Documented: ...to cater to the needs of businesses in a variety of niche industries. Learn More Payroll Processing Get more time to run your business and leave the stresses of payroll... | home page | 4 pts (max 4) |
| Month-end close + reporting | Documented: ...Tax planning and tax preparation Cash flow management Cloud accounting solutions Financial statements and reporting Profit improvement strategies Business consulting and advisory... | home page | 6 pts (max 6) |
| Industries served (documented) | real estate | /real-estate-accounting-services.htm | 5 pts (max 5) |
| Software supported | QuickBooks | /business-incorporation-services.htm | 5 pts (max 5) |
| Pricing approach published | Quote only (stated): "free quote" | /payroll-services.htm | 6 pts (max 6) |
| Named contact / team | Previous Next Boston, CPA | home page | 3 pts (max 3) |
| Working contact route verified | [email protected] (mail server found) | DNS check Third-party Sep 26, 2026 | 2 pts (max 2) |
| Privacy / data-handling page | Documented: Privacy | /privacy.htm | 2 pts (max 2) |
Checked and not found
- Not documented. Checked 8 pages of the firm's own site on 2026-09-26 (Firm's own website): Monthly bookkeeping (0 pts, max 8); Catch-up / cleanup (0 pts, max 5); AP / AR (0 pts, max 4); Local / remote model stated (0 pts, max 3); What is included / excluded (0 pts, max 5); Onboarding described (0 pts, max 4); Reporting cadence stated (0 pts, max 4); Communication channel / process (0 pts, max 3).
- Not verified. Searched the IRS PTIN holder file (updated 2026-02-23) for business name 'Simon CPAs' in Boston, MA on 2026-09-27: no matching preparer record (IRS preparer records): Bookkeeping designation (AIPB/NACPB) or IRS preparer record (0 pts, max 6).
Searches that find nothing are not a mark against a firm. How we search.
Not verified (not checked yet, so each scores 0 and counts against coverage): Service area; Active CPA firm or individual license (state board) (0 pts, max 8); Current QuickBooks ProAdvisor or Xero advisor listing (0 pts, max 6); Entity found in the state business registry (0 pts, max 6); Operating 1+ year (registry formation date) (0 pts, max 5).
Check it yourself on the state's own records: Board of Public Accountancy license search and business registry search.
- Working contact route verified: The email address the firm publishes is on a domain that accepts mail (MX record present).
Data limitations
- 20 of 22 evidenced items come from Simon CPAs's own website and are labelled self-reported.
- No ratings or review counts are published here. Why.
Is this your firm?
Claim this listing to correct a field with evidence, or report a correction. Claiming confirms ownership only; it does not change the score.