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Who We Are

Big firm expertise but with small firm personal service

A partnership beyond the numbers, we work for your goals, your needs, your priorities

For over forty years, Sims & Company has been a respected accounting, tax, and consulting firm renowned for its attentive client service and experienced, knowledgeable team. We have acquired a successful record by pursuing finances and initiatives we think make good sense whether or not others are doing the same.

Invite Sims & Company to be part of your strategic team. By combining the heart of a small, relationship-based firm with the smarts and knowledge base of a large financial services company, we are ready to help you succeed in whatever way you need, in whatever way we can.

Tailored, Professional advice

It’s all in the details. Imagine a strategic financial partner who problem solves, analyzes, evaluates, and then provides a fresh, new perspective. Then add in a firm with a reputation for accuracy, reliability, innovation, and client satisfaction. That’s what Sims & Company brings to the table.

Financial Well-Being

We start with a complete financial picture of where you are at, where you plan to be and what’s possible and necessary. We identify how you can save money and improve profitability, not just in taxes but throughout your business operations. We provide ongoing support to ensure that your business financials are aligned with your goals and aspirations.

Evolution & Insights

Sims & Company is continuously evolving our team’s expertise and professional knowledge by gathering the best available information, staying up-to-date with the latest tax code developments and undertaking intensive, proprietary analysis. As a result, clients benefit from unfettered access to current insights on market, tax and other financial advances.

Our Clients

Families, business owners, professionals, academics, athletes, institutions, old and new generations of investors all find what they need at Sims & Company.

Whether you drive industry, create societal change, shape our country, or work to safeguard your mom’s comfortable retirement, our services are a fit for you. Personal goals, lifestyles and risk tolerance will differ, but taking care of financial well-being and enabling folks to pursue their passions and inspire others, is always where we start and end.