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.
CREDENTIALS
Education
Bachelor of Science in Accounting, Rider University
Master of Science in Taxation, Seton Hall University
Licenses
Certified Public Accountant in the state of New Jersey
Affiliations
Member, New Jersey Society of Certified Public Accountants (NJCPA)
Member, American Institute of Certified Public Accountants (AICPA)
WORK-LIFE BALANCE
Community Involvement
Tonia has previously served as vice president of the Morris Knolls High School Boys Soccer Booster Club, treasurer of the Rock Ridge Community Swim program, vice president of Finance of the New Jersey Association of Women Business Owners (Morris County Chapter), sub-committee chair for various New Jersey State Society of Certified Public Accountants committees, and as a board member for Preschool Advantage (previously known as Acorn).
Outside the Office
When not working, Tonia enjoys spending time with her family. She loves animals and you can frequently see her taking long walks in the community with her dog.
Get in touch with Tonia M. Simon today.
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I love that I am constantly learning new things and am exposed to different types of work on a daily basis.
Get in touch with Tonia M. Simon today.
Fill out the form below to get in direct contact with Tonia M. Simon and start your personalized consultation journey.