Experience

Tonia M. Simon is a tax director with nearly 30 years of experience in the field. Her broad base of specialty knowledge includes tax planning and preparation, accounting, and consulting for both companies and high net worth individuals. Her experience includes oversight responsibility for business, individual, and trust tax returns; researching complex tax issues; representing clients in front of governmental tax agencies; and engaging in new business development activities. Additionally, she has assisted clients with litigation support and forensic accounting, wealth management, and financial planning.

Previously, Tonia was a senior manager in the Individual Tax Practice at Untracht Early, which joined Citrin Cooperman in 2022. In this role, she took the lead on managing and developing staff through mentoring and the presentation of continuing professional education trainings. Prior to joining Untracht Early, Tonia was a principal at other public accounting and consulting firms.