High-Net-Worth Tax Preparation
Complex individual returns handled with institutional precision — multi-state income, investment portfolios, alternative assets, and pass-through entities all under one roof.
For Individuals & Families
Tax strategy for those
who expect more.
You have built something worth protecting. SIM TAX brings Big Four precision to your personal tax strategy — with the discretion, depth, and year-round attention your situation deserves.
Alumni ofPwCEYBDORSM· EA & PMP Certified · Serving clients nationwide
The Credential
Big Four experience,
applied to your return.
Barbara Chrzanowska, EA, PMP spent her career at PwC, EY, BDO, and RSM preparing complex returns and leading advisory engagements for high-net-worth individuals, investors, and private families across the Southwest.
At SIM TAX, that institutional depth — the knowledge of what large firms know, and where they leave value on the table — is applied directly to every client engagement.
PwCEYBDORSM
The Difference
An advisor who knows
your full picture.
Large firms rotate associates and bill by the hour for every call. At SIM TAX, you work directly with your advisor — someone who knows your income sources, your investments, your family structure, and your long-term goals.
We plan proactively, stay engaged throughout the year, and treat every financial decision as an opportunity to improve your tax position — not just document it.
Privacy & discretion
Your information stays yours
Direct advisor access
No rotating associates
Proactive planning
Before decisions, not after
Full-picture view
Personal + investments + estate
What We Do
Tax services built around your life.
Complex wealth requires more than a standard return. We handle every layer of your tax situation with the precision it deserves.
Investor & Real Estate Tax Strategy
Cost segregation, 1031 exchanges, passive activity rules, and capital gains timing — we ensure every investment decision carries the most tax-efficient outcome possible.
Cross-Border & International Tax
U.S. and foreign income compliance, FBAR and FATCA reporting, treaty planning, and residency strategy for dual nationals, expats, and foreign investors in the U.S.
Executive & Equity Compensation
ISOs, RSUs, NQSOs, and deferred compensation require careful planning around vesting schedules, exercise windows, and AMT exposure. We build a strategy around your equity — not around the deadline.
Private Families & Estate Coordination
We coordinate with your estate attorney, trustees, and financial advisors to protect your legacy and minimize generational tax exposure — including family office tax coordination for families with complex multi-entity structures.
Year-Round Tax Planning
Proactive quarterly reviews, estimated tax management, and planning conversations before year-end — so you are never surprised at filing time and every major financial decision is made with tax consequences in mind.
Who We Serve
Clients who come to us with complexity.
Our individual clients share one thing in common — their financial picture demands more than a standard tax practice can deliver.
High-Net-Worth Individuals
Multi-state income, investment portfolios, equity compensation, and alternative assets — your return requires more than a standard approach. We bring the depth and discretion your situation demands.
- Multi-state & multi-source income
- Investment portfolio tax optimization
- Equity & stock compensation planning
- AMT planning & exposure management
Real Estate Investors
From a single rental property to a multi-asset portfolio, we apply the full toolkit — cost segregation, depreciation strategy, passive loss rules, and 1031 exchanges — to keep more of what your properties earn.
- Cost segregation & accelerated depreciation
- 1031 exchange planning & execution
- Passive activity & loss optimization
- Entity structure for portfolio properties
Cross-Border & International Clients
Living or investing across borders creates reporting obligations most advisors underestimate. Barbara's Big Four experience includes deep international tax work — FBAR, FATCA, treaty planning, and foreign income coordination.
- FBAR & FATCA compliance
- Tax treaty analysis & planning
- Foreign income inclusion & exclusion
- Residency & domicile strategy
Private Families & Estates
Families with complex wealth structures — trusts, multiple entities, generational transfers — need a tax advisor who coordinates across the full picture. We work alongside your estate attorney and advisors so every layer is aligned.
- Trust & estate return preparation
- Generational transfer tax planning
- Coordination with estate attorneys & trustees
- Family entity & gifting strategy
How We Work
From first conversation to ongoing advisor.
Every engagement starts with understanding your full picture — and stays engaged throughout the year, not just at filing time.
01
Discovery Conversation
We start with a complimentary strategy session — no templates, no generic intake forms. We review your full financial picture: income sources, investments, family structure, and current exposure.
02
Personalized Tax Plan
We build a documented plan around your specific situation and goals — not a filing checklist. You receive clear recommendations, projected savings, and a calendar of actions to take throughout the year.
03
Precise Execution
Your returns are prepared with the same rigor Barbara applied at PwC, EY, BDO, and RSM. Every position is documented. Every number is verified. Every deadline is met.
04
Ongoing Relationship
Tax planning is not a once-a-year exercise. We stay engaged with quarterly check-ins, proactive outreach before major financial events, and availability when decisions need to be made.
Find out what you've been leaving on the table.
Your first consultation is free and confidential. We'll review your situation, identify what's been missed, and outline a plan — no obligation.