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Simpson Financial Consulting

Simpson Financial Consulting

Reviews Summary

Customers consistently praise the service for its professionalism, efficiency, and expertise. Many highlight fast turnaround times, clear communication, and stress-free tax preparation. The consultant is described as knowledgeable, trustworthy, and detail-oriented, often exceeding expectations. Clients appreciate the personalized approach, cost-effectiveness, and ability to handle complex situations with ease. Long-term users and referrals emphasize reliability, responsiveness, and exceptional results, making it a top choice for both personal and business financial needs.

About This Listing

Bookkeeping
Business Consulting
Financial Statements
Payroll
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Small Businesses
Startups
Individual Taxpayers
QuickBooks

Who Can Work with a CPA?

Individuals seeking tax prep, retirement planning, or financial advice
Small business owners needing bookkeeping, payroll, or tax compliance
Freelancers and contractors with 1099 income or complex returns
Couples planning finances together or managing joint returns
Investors with capital gains or rental property income
Anyone looking for year-round financial guidance and peace of mind

*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*

First-Time Clients

If this is your first time working with a CPA, don’t worry — most professionals offer a free consultation and will walk you through what to expect. You may be asked to complete an intake form, share financial documents, or set clear goals for your session.

What to Know Upfront:

Documentation Bring your most recent tax returns, income details, and any financial concerns
Availability Appointments fill up quickly during tax season — book early if possible

*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*

What to Bring

Government-issued ID for verification
Tax documents (W-2s, 1099s, investment summaries, etc.)
Receipts or logs for deductible expenses, donations, or mileage

*Tip: Organize your documents in advance to save time and ensure accuracy.*

Preparing for Your Appointment

Write down any financial goals or questions in advance
Check if your CPA offers virtual sessions or document uploads
Bring a notebook or use a notes app for key takeaways
Know your deadlines for filing, payments, or compliance

*Note: Preparation helps you make the most of your CPA’s expertise.*

How to Get Started

Use our directory to find highly reviewed CPAs near you. Reach out directly to schedule your consultation.

Other Helpful Info

Many CPAs offer both in-person and remote consultations
Fees may be flat-rate, hourly, or based on service complexity
Some CPAs specialize in industries like healthcare, real estate, or tech
Check for client reviews and credentials (CPA license, EA, etc.)

*Note: Every CPA is different — take time to find one who fits your goals and style.*

Features

Bookkeeping
Business Consulting
Financial Statements
Payroll
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Small Businesses
Startups
Individual Taxpayers
QuickBooks

Contact Information

Address

2676 Chateau Ct

Ann Arbor, Michigan 48103

Visit Website Call Now Get Directions

Hours

Monday 9AM-5PM
Tuesday 9AM-5PM
Wednesday 9AM-5PM
Thursday 9AM-5PM
Friday 9AM-5PM
Saturday 9AM-5PM
Sunday 9AM-5PM

Customer Reviews

Jawan is amazing! My last tax preparer ghosted me and I was left looking for a new one. I jumped on google and did my research. As soon as I read the reviews, I was sold? I got my documents over to Jawan and he had my return completed and submitted the same week. He?s very knowledgeable and professional. I?m very impressed!

Top accountant you can find, he helped me through filing 3 years of returns in literally 2 weeks. Fast, reliable, honest, and detail oriented. Simpson financial is the best !

Jawan always does great job. 2nd year using him now and both times he is efficient and professional.

Thankyou so much Jawan I?m buying house I close March 7,2025 Jawan save my life I had file my taxes for underwriting process he made share I didn?t owe IRS and got my taxes on time for underwriting process this my first time file with him my best friend suggested to use him for my taxes he very dependable and work fast on your taxes very professional what he do I?m very pleased with my taxes thanks again take care God Bless I will be doing my taxes with him for next year 2025 now forever we lock in Jawan is

Working with Jawan was a wonderful experience. He was efficient and made the process super easy and straightforward. I would highly recommend Jawan services and plan to use him again in the near future.

Jawan has been consulting for me for over 3 years now and I will never change. Any day and any time you need a question answered he always is prompt with his responses. I have referred many people to him for taxes and everyone was very pleased with his services. I sent him my W2 and the rest of requested info and he had everything done within 2 hours. Exceptional job!

prior to working with Jawan with Simpson Financial i had many troubles with my taxes? knowing Jawan as family he has always been very responsible and always got done what he needed and in a correct way with an outstanding attitude always. But when it comes to business he has a whole different side of professional that is undeniably exceptional. he made my tax experience as smooth and painless as i believe it could be. returns were amazing. if anything, i am glad to have him on my side. Thank you Jawan!

Taxes & book keeping has always been a task that made me feel anxious until I worked with Simpson Financial Consultancy. I now know that I have not just an accountant but a CPA working for the best interest of my business. Jawan has been helping me do my due diligence so that I can eventually be in great standing to buy my future salon. Thank you for scheduling meetings to helping me learn along the way. This is our best year yet! I am recommending tax services for business owners, relevant grants, & peopl

Rating 5/5 because Jawan helped me through my predicament I had been stressing about for a couple years and did so effortlessly. I thought the whole process would be a complicated mess that I would end up owing more on then I got back. But Jawan was actually able to get me money back from my tax refunds and I really appreciate the time and effort that was provided. Highly recommended.

I found everything I was looking for in a financial advisor after I made the switch to Simpson Financial Conaulting. Jawan built a strong foundation of trust always keeping my my best interests in mind. He?s assisted with my investment planning and wealth management. Ultimately, he?s created a comprehensive plan specific to where I am in life and where I want to go long term ? leaving no stone unturned. His knowledge base is impressive and he?s responsive to my needs and questions.

I have used Simpson Financial for 6+ years when it comes to all my tax needs. Easy to work with, exceptional service and communication. Why go anywhere else when Simpson Financial is and has the whole package you want in a financial consultant. A+ service without a doubt.

I can?t say enough good things about Jawan! I?m a full time freelance photographer, so tax season is always nerve wracking for me. But Jawan made the process so easy and pain-free this year. This guy saved my sanity, and I couldn?t be more grateful. Please hire Jawan!!!

A coworker recommended Jawan to me. This was the best experience I?ve had with filing my taxes. He is quick, thorough, and fair. I have no complaints ?

Jawan is very professional, knowledgeable, trustworthy and efficient. If you're looking for an honest and reliable accountant, I highly recommend him for all your tax and financial needs.

I have been a client of Simpson Financial Consulting for numerous years and I must say that his services have been exceptional. What sets Simpson Financial Consulting apart from the competition is Jawan?s professionalism and client-focused approach. Jawan is always prompt in responding and provides thorough explanations for any financial matters I may have. I have found Simpson Financial Consulting to be incredibly reliable and trustworthy. Jawan's expertise and dedication to his clients make him a valuab

This gentleman business etiquette is top tier! He's very punctual, understanding and he works hard to maximize the service that you get from him! In most cases, taking the initiative to make sure your needs are met! Therefore, I will continue to shop with Mr. Simpson!

He's very cost effective for me, does a great job with my taxes each year and helps answering my random tax questions. I'm happy I found him. A big step up over H&R Block!

Jawan is the best. No nonsense, cost effective, user-friendly, FAST. Always professional, but also a personable. Utilizing his services for 5+ years.

I recently started doing business with Jawan, he gave me the right advice and got me on the right path. He?s fast and professional and gets right to the point no games and no gimmicks! You wont be disappointed

Best all-around in financial services! From taxes to asset management, business to personal they have you covered. I've always been pleasantly surprised on how detailed the results are and how fast the responses are. Truly removes the stress and worry from the equation.

Javan is very professional and committed to the work. I almost thought he is a scam ?? because he filed my multiple years of tax very fast and got my tax back.

Best service ever!!!!! Very knowledgeable and transparent. Response time is impeccable, Mr.Simpson made me feel empowered working with him. A great person and great Professional.

Jawan is very knowledgeable and easily explains what he did to give me an accurate tax return

Hands-down, the best tax preparer I?ve ever had very professional does it in a timely manner definitely cares about the work that he does I highly recommend

Best firm I've worked with. Went years without showing any income! Turned all our companies profitable.

If you?re looking for a cost effective, efficient consultant then look no further. Simpson Financial Consulting helped me and my family out a lot!

Professional and personal approach to helping with my taxes and made filing no hassle, I highly recommend Simpson financial consulting for your tax return

Has helped me tremendously over last couple years. Really knows what he?s talking about and going about it.

Great help! Good customer service!

High Quality, Great service

Frequently Asked Questions

What qualifications should I look for in a CPA?

Look for a Certified Public Accountant (CPA) license, which ensures they’ve passed rigorous exams and meet state requirements. Check for relevant experience in your industry, additional certifications like CFA or CMA, and membership in professional organizations like the AICPA. Verify their credentials through state licensing boards.

How do I find a CPA in my area?

Use online directories like the AICPA, CPAverify, or state CPA societies. Search platforms like Yelp or Google for local CPAs with reviews. Ask for referrals from business associates, friends, or financial advisors. Local chambers of commerce can also provide recommendations.

What’s the difference between a CPA and an accountant?

A CPA is a licensed professional who has passed the CPA exam and met state requirements for education and experience. An accountant may lack this certification and could have varying levels of expertise. For complex tasks like tax audits or financial reporting, a CPA is typically more qualified.

How do I know if a CPA specializes in my needs?

Ask about their experience with your specific financial needs, such as tax preparation, small business accounting, or estate planning. Review their website or LinkedIn for case studies or client testimonials. Inquire about their client base to ensure they handle similar financial situations.

Should I check a CPA’s reviews before hiring?

Yes, reviews provide insight into a CPA’s reliability, communication, and performance. Check platforms like Google, Yelp, or the Better Business Bureau for client feedback. Look for patterns in reviews, but verify their authenticity, as some may be biased or outdated.

How can I verify a CPA’s license?

Visit your state’s Board of Accountancy website or use CPAverify.org to check a CPA’s license status. Confirm their license is active and check for any disciplinary actions or complaints. This ensures they’re in good standing and meet professional standards.

What questions should I ask during a CPA consultation?

Ask about their experience with your financial needs, fee structure, availability, and communication style. Inquire how they handle tax filings, audits, or financial planning. Ask for references or examples of similar work to assess their expertise and fit.

How much should I expect to pay for a CPA’s services?

Fees vary based on location, services, and complexity. Basic tax preparation may cost $150-$500, while business accounting or audits can range from $1,000 to $10,000+. Request a detailed fee structure upfront and compare quotes from multiple CPAs.

Can I work with a CPA remotely?

Yes, many CPAs offer remote services through secure online platforms for document sharing and virtual consultations. Ensure they use encrypted tools for data security. Remote CPAs can be effective if they understand your local tax laws or business regulations.

How do I assess a CPA’s communication skills?

During consultations, evaluate their ability to explain complex financial concepts clearly. Ask sample questions about taxes or financial strategies and note their responsiveness and clarity. Good communication ensures you understand their advice and fosters a productive relationship.

What red flags should I watch for when screening a CPA?

Beware of CPAs who guarantee specific tax refunds, lack a valid license, or have disciplinary actions on record. Avoid those with poor communication, vague fee structures, or negative reviews highlighting unethical behavior. Always verify their credentials independently.

Should I choose a CPA from a large firm or a solo practitioner?

Large firms offer more resources and specialized teams but may charge higher fees. Solo practitioners often provide personalized service and lower costs but may have limited availability. Choose based on your needs, budget, and preference for personalized attention.

How often should I meet with my CPA?

For individuals, annual meetings for tax preparation may suffice. Businesses may need quarterly or monthly check-ins for bookkeeping, tax planning, or financial reporting. Discuss your needs upfront to establish a meeting schedule that aligns with your financial goals.

Can a CPA help with both personal and business finances?

Yes, many CPAs handle both, but confirm their expertise in both areas. Ask about their experience managing personal taxes and business accounting simultaneously. Ensure they can balance both without compromising attention to your specific financial needs.

What should I do if I’m not satisfied with my CPA?

Discuss concerns directly with your CPA to resolve issues. If unresolved, check your contract for termination terms. Seek a new CPA by researching reviews, credentials, and referrals. Request your financial records to ensure a smooth transition to a new professional.