For Businesses & Corporations

Institutional tax strategy built for your business.

SIM TAX brings Big Four depth to your organization — as a dedicated external tax advisor that integrates with your team, plans proactively, and delivers results year-round.

Alumni ofPwCEYBDORSM· EA & PMP Certified · Serving businesses nationwide

The Credential

Big Four depth,
at every engagement.

SIM TAX was founded by Barbara Chrzanowska, EA, PMP — a tax strategist whose career spans PwC, EY, BDO, and RSM. She has led engagements for private equity portfolio companies, family offices, and multi-entity corporate structures across the Southwest.

That institutional experience — the processes, the precision, the awareness of where complexity hides — now serves every SIM TAX client directly.

PwCEYBDORSM

The Difference

A partner, not
a vendor.

At a large firm, you get a rotating cast of associates and a billing clock that runs on every call. At SIM TAX, you work directly with your advisor — someone who knows your business, plans ahead, and is available when decisions need to be made.

We integrate with your existing team — CFO, controller, bookkeeper — and think like a partner in your business, not a service provider who appears at filing time.

Year-round advisory

Not just filing season

Direct access

Talk to your advisor

Proactive planning

Ahead of decisions

Team integration

Works with your CFO

What We Do

Comprehensive tax services for your organization.

From structuring decisions to year-round advisory, we handle the full tax lifecycle of your business with institutional rigor.

Entity Structuring & Tax Planning

We design the optimal structure — LLC, S-Corp, C-Corp, or partnership — and build a tax plan that scales with your business. Every decision is made with long-term efficiency in mind, not just this year's filing.

Business Tax Preparation

Federal and state filings for corporations and partnerships prepared with Big Four precision. Complex returns, multiple schedules, K-1s — handled completely and on time.

Multi-Entity & Partnership Tax

Cross-entity allocations, K-1 management, and coordinated filing across complex ownership structures. We manage the full picture so nothing falls through the cracks.

External Tax Advisory

We work alongside your CFO, controller, or bookkeeper as a dedicated strategic tax partner — available year-round for planning, questions, and decisions, not just at filing time.

Multi-State & Nexus Compliance

Nexus analysis, apportionment, and state filing obligations wherever your business operates. We stay ahead of compliance so your growth never creates unexpected exposure.

Executive & Owner Compensation

Optimize salary, distributions, and benefits structures for owners and key executives. We align personal and business tax strategies so both sides of the ledger work together efficiently.

Industries

Deep expertise in your industry.

Every industry carries its own tax complexity. We bring sector-specific knowledge so nothing specific to your business gets missed.

Real Estate

Real estate operators face some of the most complex tax situations in business — multiple entities, passive income rules, depreciation timing, and capital events. We bring deep real estate tax experience to every engagement.

  • Cost segregation & accelerated depreciation
  • 1031 exchanges and like-kind property
  • Passive activity rules & loss optimization
  • Multi-entity portfolio structuring

Energy & Oil and Gas

Houston's energy sector demands advisors who understand the full tax toolkit — from depletion deductions to JV structuring. We serve upstream, midstream, and energy services companies with the depth the industry requires.

  • Intangible drilling cost (IDC) deductions
  • Percentage depletion for independent producers
  • Joint venture & partnership structures
  • Multi-state operations & Texas franchise tax

Healthcare & Medical Practices

Physicians and healthcare operators have unique compensation, retirement, and entity considerations. We help medical practices and group practices structure themselves efficiently and plan proactively throughout the year.

  • S-Corp election & physician group structuring
  • Defined benefit & retirement plan optimization
  • QBI deduction planning for service entities
  • Multi-physician practice coordination

Professional Services

Law firms, consulting firms, and service businesses navigate SSTB rules, partner equity, and multi-state complexity every year. We bring structure and strategy to firms that have outgrown their current tax approach.

  • QBI deduction strategy for specified service trades
  • Partner compensation & equity structures
  • Multi-state nexus for remote clients & staff
  • Owner buyout & succession tax planning

How We Work

From first call to year-round partner.

Every engagement follows the same disciplined process — because consistency is the foundation of good tax advisory.

01

Discovery & Assessment

We start with a complimentary strategy session to review your entity structure, current tax exposure, and goals. No templates — every engagement begins with understanding your specific situation.

02

Strategic Tax Plan

We build a documented year-round tax plan aligned with your business objectives. You receive clear recommendations, projected impact, and a calendar of actions — not just a return.

03

Execution & Filing

We prepare and file all required federal and state returns with institutional accuracy. Every number is checked. Every position is documented. Every deadline is met.

04

Year-Round Advisory

Quarterly planning reviews, proactive outreach before major decisions, and on-call guidance throughout the year. You always know where you stand — and what comes next.

Ready to bring institutional strategy to your business?

Your first consultation is free. We'll review your current structure, identify your exposure, and outline a plan — no obligation.