Matthew Simon

Matthew Simon, CPA, has more than 20 years of accounting experience, which has given him extensive knowledge of providing assurance services for multi-employer benefit plans, including defined benefit plans, defined contribution (ESOP and 401k/403b) plans, welfare plans, scholarship funds and training funds. He also works with labor organizations and not-for-profit entities. He has significant proficiency in applying Uniform Guidance. In addition, he prepares and reviews various information returns, such as Form 990, Form 5500 and LM-2s. Matt’s in-depth experience in his fields have provided him with knowledge that is of great value to his clients.

A Certified Public Accountant (CPA) in New York and New Jersey, Matt is a member of the American Institute of Certified Public Accountants (AICPA) and the New York State Society of Certified Public Accountants (NYSSCPA). He earned a Bachelor of Business Administration in accounting from the University of Rhode Island and a Master of Science in accounting from Fairleigh Dickinson University.