Simon Lever

We recently had the opportunity to serve at the Habitat for Humanity Lancaster ReStore.

Our team spent the day organizing inventory, moving furniture, and painting donated pieces.

Thanks to Habitat for Humanity for having us, and to our team for putting our values into action!

Maximizing the success of our clients starts with supporting our people. Giving our team space to recharge allows us to maintain the high standards of service you expect.

With that in mind, we’re bringing back our firm-wide Refresh Week. Our offices will be closed June 29–July 3 to give our team the opportunity to fully disconnect and return with renewed focus.

We have also transitioned to summer office hours at both locations:
Monday–Thursday: 8:00 AM–5:00 PM
Friday: 8:00 AM–12:00 PM

We appreciate the opportunity to serve you and wish you a wonderful summer! ☀️

Thanks to everyone who joined us for LEAP Day 2026 last week!

We spent the day with accounting students exploring what life in public accounting looks like, including day-to-day work as a staff accountant and what the CPA exam involves.

Students asked strong questions and got a clearer view of the skills, expectations, and pace of early career work in public accounting.

Appreciate the engagement and curiosity throughout the day. We look forward to staying connected as you take the next steps in your career!

This past Saturday, our team spent time in the community supporting two meaningful events.

Some of us participated in a 5K benefiting the Clinic for Special Children, while others attended the grand opening of Brecknock Orchard’s new farm market.

Grateful for opportunities to support the people and organizations we partner with.

Summer internship season is officially underway, and we’re excited to welcome a new group of interns.

For the next several weeks, they’ll be taking on real client work, learning alongside our team, and getting a firsthand look at a career in public accounting.

Glad to have you on the team, Jacob, Ben, Joseph, and Alejandro!

We’re proud to share that Tim Krepps has been named a Pennsylvania Institute of CPAs - PICPA Young Leader Award Winner!

Tim brings trusted leadership and a genuine commitment to helping others.

This award recognizes professionals under 40 who demonstrate strong commitment to the accounting profession and their communities.

Join us in congratulating Tim!

Trump Accounts are getting attention as a new way to begin retirement savings for children.

We put together an overview of how they work, how they compare to 529 plans and Roth IRAs, and how they may fit into a broader family savings strategy.

A few key points:
• Available for children under 18, even without earned income
• Tax-deferred growth with annual contribution limits and restrictions
• Functions more like a Traditional IRA in the year the child turns 18
• Best viewed as a complement to 529s and Roth IRAs, not a replacement

If you’re curious how this might fit into your family’s planning, the full breakdown is here:

Understanding Trump Accounts Learn how Trump Accounts work as a new retirement savings option for children, including contribution rules, tax treatment, age restrictions, and how they compare to 529 plans and Roth IRAs.

We’re Hiring!

At Simon Lever, experienced professionals don’t just fill roles. They help shape them. We value the judgment, insight, and leadership you bring, and we build space for you to use it.

In this role, you will:
• Lead client engagements from planning through ex*****on
• Work directly with clients on complex tax and business issues
• Mentor and support developing team members
• Contribute to both client success and firm growth
• Have real ownership, not just task ex*****on

We are looking for someone with:
• 5–8+ years of public accounting tax experience
• CPA certification
• Strong technical skills across individual, business, and entity taxation
• Confidence leading client relationships and engagements

What you can expect:
Meaningful work, flexible autonomy, leadership opportunities, and a culture grounded in care.

Opportunities are available in our Lancaster and Capital Region offices, with a focus on Construction and Agribusiness industries.

If you are looking for a role where your expertise is trusted and your growth is intentional, we’d love to connect.

Apply here: https://www.simonlever.com/careers/current-opportunities/

Happy Tax Day!

As another productive peak season comes to a close, we’re grateful for the trust of our clients and the dedication of our team.

To give our team a well-deserved break, we’ll be adjusting our office hours:
• Thursday, April 16: Closing at noon for a firm-wide event
• Friday, April 17: Offices will remain closed for the day

Thanks to everyone who helped make this season a success!

One of our favorite peak season perks ☀️🚗

With the April 15 deadline approaching, on-site car detailing is one way we support our team during a demanding time.

This was the view from our Lancaster office yesterday. Thanks to the Classic Shine LLC team for making this perk possible.