About Us

Founded in 2006 in Brooklyn, New York, Simon, Simon, & Lucas LLC is a trusted provider of professional tax preparation and business consulting services for individuals and small businesses across the United States. What began as a local firm helping residents in Brooklyn with personal tax returns has grown into a multi-state operation proudly serving clients in California, Connecticut, Georgia, Maryland, Massachusetts,
New Jersey, New York, Pennsylvania, and Washington.

At Simon, Simon & Lucas LLC, our guiding principle is simple “Where Integrity Meets Tax Solutions.” We specialize in individual and business tax preparation, bookkeeping and QuickBooks support, business start-up and incorporation services, and IRS representation. Whether you need help filing your taxes, forming an LLC, managing your business finances, or resolving tax issues with the IRS, our experienced team provides reliable, year-round support designed to give you peace of mind.

Our tax professionals combine technical expertise with personal attention. We treat every client with the same care and precision that medical practitioners offer their patients ensuring accuracy, compliance, and exceptional service at every step.

Our Mission

At Simon Simon & Lucas, our mission is to empower our clients with the tools and knowledge they need to make informed financial decisions, minimize tax liabilities, and achieve financial security. Join us in our mission to transform the tax and financial landscape and help everyone achieve financial success.

Meet Our Team

Our dedicated team at Simon Simon & Lucas is committed to providing exceptional tax preparation services and expertise to our valued clients.

Terrence Simon, PhD.

Founder & Principal Consultant

As a leading expert in taxation, Dr. Simon ensures that the tax processes are accurate, reliable, and fully compliant. His focus is on minimizing errors and delivering precise, dependable solutions at every stage of the tax preparation process.

WhatsApp Image 2025-11-04 at 20.15.35_72f486a2.jpg

Jamal Simon, MS

Associate Consultant

Jamal is responsible for business development and operations. He works to optimize the tax preparation processes, driving efficiency, and ensuring the business delivers timely tax returns while providing exceptional service to clients.

WhatsApp Image 2025-11-04 at 20.15.35_1843e62b.jpg

Shajada Simon, BA

Assocaite Consultant

Shajada's primary focus is on compliance and regulation. She ensures that all tax returns adhere to the latest standards, guaranteeing accuracy and fostering trust with clients.