Entity Structuring & Tax Planning
LLC, S-Corp, C-Corp, and partnership design built around your business goals and long-term tax efficiency.
Who We Serve
Tax preparation & advisory services for businesses and individuals.
SIM TAX delivers institutional-grade tax strategy and preparation to businesses, corporations, high-net-worth individuals, investors, and private families — nationwide. Founded by a Big Four alumna with over a decade of advisory experience at PwC, EY, BDO, and RSM.
Alumni ofPwCEYBDORSM· EA & PMP Certified · Serving clients nationwide
For Businesses
Business & corporate tax services.
From entity structuring to year-round advisory, we serve corporations, multi-entity businesses, and growing companies that need institutional tax expertise without the institutional overhead.
Business Tax Preparation
Federal and state corporate and partnership returns prepared with Big Four precision — complete, accurate, and on time.
Multi-Entity & Partnership Tax
Cross-entity allocations, K-1 management, and coordinated filing across complex ownership structures.
External Tax Advisory
Year-round strategic advisory working alongside your CFO, controller, or bookkeeper as a dedicated tax partner.
Multi-State & Nexus Compliance
State filing obligations, apportionment, and nexus analysis wherever your business operates.
Executive & Owner Compensation
Salary, distribution, and benefits structuring for owners and executives — aligned across personal and business returns.
Industries we serve
Real Estate & Development
Cost segregation, 1031 exchanges, passive activity rules, and multi-entity portfolio structuring.
Energy & Oil and Gas
IDC deductions, percentage depletion, JV structures, and multi-state energy operations.
Healthcare & Medical Practices
S-Corp elections, defined benefit plans, QBI deduction strategy, and physician group structures.
Professional Services
SSTB planning, partner compensation, multi-state nexus, and ownership transition strategy.
For Individuals
Individual & family tax services.
High-net-worth individuals, real estate investors, private families, and cross-border clients trust SIM TAX to handle the complexity that standard tax practices can't address with the same depth.
High-Net-Worth Tax Preparation
Complex individual returns with multi-state income, investment portfolios, alternative assets, and pass-through entities.
Investor & Real Estate Tax Strategy
Cost segregation, 1031 exchanges, capital gains timing, and passive loss optimization for active investors.
Cross-Border & International Tax
FBAR, FATCA, treaty planning, foreign income compliance, and residency strategy for dual nationals and expats.
Executive & Equity Compensation
ISO, RSU, NQSO, and deferred compensation planning around vesting schedules and AMT exposure.
Private Families & Estate Coordination
Trust and estate returns, generational transfer planning, and coordination with estate attorneys and trustees.
Year-Round Tax Planning
Quarterly reviews, estimated tax management, and proactive planning before major financial events.
Who we work with
High-Net-Worth Individuals
Multi-source income, equity compensation, and complex investment portfolios handled with institutional precision.
Real Estate Investors
Full toolkit applied — cost segregation, depreciation strategy, 1031 exchanges, and passive activity rules.
Cross-Border & International Clients
Dual nationals, expats, and foreign investors navigating U.S. and foreign reporting obligations.
Private Families & Estates
Multi-generational planning, trust coordination, and estate exposure minimization.
Complete Service List
All tax services offered by SIM TAX.
Business & Corporate
- S-Corp, C-Corp & partnership tax preparation
- LLC & entity structure design
- Multi-entity & holding company returns
- Federal & state business tax compliance
- Texas franchise tax planning & filing
- Multi-state nexus & apportionment
- External CFO tax advisory
- Owner & executive compensation structuring
- Real estate entity tax strategy
- Energy & oil and gas tax planning
- Healthcare practice tax structuring
- Professional services firm tax advisory
- Quarterly estimated tax planning
- Year-end tax minimization strategies
Individual & Family
- High-net-worth individual tax preparation
- Multi-state individual returns
- Investment & portfolio tax optimization
- Real estate investor tax strategy
- Cost segregation & depreciation planning
- 1031 exchange planning & execution
- Cross-border & international tax compliance
- FBAR & FATCA reporting
- U.S. tax treaty analysis & planning
- Executive equity & stock compensation
- ISO, RSU & NQSO tax planning
- Private family & estate tax coordination
- Trust & estate return preparation
- Generational wealth & gifting strategy
About SIM TAX
Big Four expertise.
Personal service.
SIM TAX was founded by Barbara Chrzanowska, EA, PMP — a tax strategist whose career spans PwC, EY, BDO, and RSM. She has led tax engagements for private equity portfolio companies, high-net-worth individuals, and multi-entity businesses across the United States.
SIM TAX brings that institutional depth directly to every client — without the overhead, the rotating associates, or the billing clock. Every client works directly with their advisor, year-round.
PwCEYBDORSMEA CertifiedPMP CertifiedNationwide
Ready to get started?
Your first consultation is free and confidential. Whether you are a business owner looking for a strategic tax partner or an individual with a complex return, we start with a conversation about your specific situation.