Simon Lever LLP

Description

Address: 147 W Airport Rd, Lititz, PA 17543 Hours: Open ⋅ Closes 5PM Friday8AM–5PMSaturdayClosedSundayClosedMonday8AM–5PMTuesday8AM–5PMWednesday8AM–5PMThursday8AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (717) 569-7081 Appointments: simonlever.comPlace name: Website: Category: : : : : : : Website: https://www.simonlever.com/ Category: Accountant Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question

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Simon Lever LLP Employees

Employee
Years
Job
Industry
Doug Schultz Doug Schultz Lancaster, Pennsylvania Area Details
Doug Schultz's Simon Lever LLP Experience September 2006 - August 2011
Job Finance Director at Ocean Thermal Energy PLC
Industry Accounting
Experience
Ocean Thermal Energy PLC   April 2013 - Present
Advanced Solar Industries  August 2011 - March 2013
Simon Lever LLP   September 2006 - August 2011
Susquehanna Pfaltzgraff Co.  1999 - 2006
PricewaterhouseCoopers  1998 - 1999
Dorwart Andrew & Company   1990 - 1998

Skills
Accounting, Mergers, Business Valuation, Management Consulting, Internal Controls, Tax, Auditing, Financial Reporting, Forecasting, Financial Analysis, Managerial Finance, Cash Flow, CPA, Financial Accounting, Budgets, Strategic Planning, Financial Modeling, Mergers & Acquisitions, Financial Statements, SEC filings, Finance

Education
Shippensburg University of Pennsylvania   1986 — 1990
BSBA, Accounting

Hempfield High School   1983 — 1986

Donald Feldman Donald Feldman Lancaster, Pennsylvania Area Details
Donald Feldman's Simon Lever LLP Experience 1996 - 2004
Job Succession planning and business valuation expert working with privatelyheld businesses in wide range of industries.
Industry Financial Services
Experience
Keystone Business Transitions, LLC   July 2010 - Present
Simon Lever LLP   1996 - 2004

Skills
Income Tax, Small Business, Accounting, Mergers, Tax Preparation, Strategic Planning, Corporate Tax, Tax, Estate Planning, New Business Development, Mergers & Acquisitions, Nonprofits, Trusts, Estate Tax Planning, CPA, Business Valuation, Valuation, Exit Strategies, Financial Planners, Business Brokerage, Strategic Financial..., Fiduciary, Tax Returns, Financial Advisory, Succession Planning, 401k, Personal Financial..., Retirement Plan..., Retirement Planning, Wealth, Wealth Management..., Retirement, Wealth Management, Investments, Investment Advisory, Fixed Annuities, Finance, LBO, Family Business, Asset Allocation, Investment Management, Pensions, ERISA, Alternative Investments, Executive Management, Cash Flow Forecasting, Financial Planning

Education
Northeastern University   1986 — 1987
MS/MBA, Business, accounting

St. John's College, Annapolis, MD   1971 — 1975
BA, politics, philosophy

Sara Bruton Sara Bruton Lancaster, Pennsylvania Area Details
Sara Bruton's Simon Lever LLP Experience September 2009 - Present
Job Supervisor at Simon Lever, LLP
Industry Accounting
Experience
Simon Lever, LLP  September 2009 - Present
McKonly & Asbury  January 2008 - April 2008

Skills
Accounting, Audit, Non-profits, Auditing, Nonprofits, Financial Reporting, CPA, Tax Preparation, Tax, QuickBooks, GAAP, Corporate Tax

Education
Messiah College   2005 — 2009
Bachelor of Science, Accounting

Derek Weiler Derek Weiler Lancaster, Pennsylvania Area Details
Derek Weiler's Simon Lever LLP Experience June 2007 - December 2014
Job Senior Accountant at WinrocSPI
Industry Accounting
Experience
Winroc-SPI  December 2014 - Present
Simon Lever, LLP  June 2007 - December 2014
RR Donnelley  May 2005 - June 2007

Skills
Tax, Accounting, Tax Preparation, QuickBooks, CPA, Corporate Tax, Bookkeeping, Auditing, General Ledger, Income Tax, Financial Reporting, Tax Accounting, Payroll, Internal Controls

Education
Capital College, Pennsylvania State University   2005 — 2007
BS, Accounting

Penn State University   2005 — 2007
Accounting, Accounting

Mary Low Mary Low Lancaster, Pennsylvania Area Details
Mary Low's Simon Lever LLP Experience November 1998 - December 2003
Job Marketing & Communications Professional
Industry Writing and Editing
Experience
Customer Experience Experts   January 2012 - Present
American Home Bank  January 2005 - March 2011
Marketing & Communications  January 2004 - June 2007
Simon Lever LLP   November 1998 - December 2003
Fulton Bank  March 1986 - January 1997

Skills
Strategic Planning, Marketing Communications, Writing, Marketing Strategy, Public Speaking, Editing, Business Writing, Event Planning, Social Media Marketing, Corporate Communications, Sales, Nonprofits, Management, Fundraising, Customer Service, Advertising, Media Relations, Marketing, Strategy, Event Management, New Business Development, Copywriting, Social Networking, Publicity, Proposal Writing, Email Marketing, Social Media, Direct Marketing, Leadership, Strategic Communications, Public Relations

Education
University of Michigan
B.A., Communications

Adam Wenger, CPA Adam Wenger, CPA Lancaster, Pennsylvania Details
Adam Wenger, CPA's Simon Lever LLP Experience June 2015 - Present
Job Advanced Senior Accountant at Simon Lever LLP
Industry Accounting
Experience
Simon Lever LLP   June 2015 - Present
Simon Lever LLP   June 2014 - June 2015
Simon Lever LLP   September 2012 - June 2014
Simon Lever LLP   January 2012 - April 2012

Skills
Accounting, Auditing, Tax Returns, Financial Statements, Microsoft Office, Microsoft Excel, Tax Preparation, Income Tax, Agriculture

Education
Lebanon Valley College   2008 — 2012
Bachelor of Science (B.S.), Accounting and Business Administration

Pamela Mehrens, PHR Pamela Mehrens, PHR Lancaster, Pennsylvania Area Details
Pamela Mehrens, PHR's Simon Lever LLP Experience January 2005 - Present
Job HR Manager at Simon Lever LLP
Industry Accounting
Experience
Simon Lever LLP   January 2005 - Present
Markley Actuarial Services, Inc.   2000 - 2004
McCreight Wholesale Florist   1993 - 2000

Skills
Employee Relations, Performance Appraisal, Human Resources, Employee Benefits, Benefits Administration, Recruiting, Personnel Management, Onboarding, College Recruiting, FMLA, New Hire Orientations, Career Development, Deferred Compensation, HR Policies, Management, Leadership, Microsoft Excel

Education
North Dakota State University   1985 — 1987
Master of Science, Education

North Central College   1979 — 1982
Bachelor of Science, Physical Education

Marianne Fasolina Marianne Fasolina Lancaster, Pennsylvania Area Details
Marianne Fasolina's Simon Lever LLP Experience January 2007 - May 2008
Job Sr. Admin Asssistant, III at Armstrong. World Industries, Inc.
Industry Building Materials
Experience
Armstrong. World Industries, Inc.   July 2008 - Present
Simon Lever LLP   January 2007 - May 2008
Sterling Financial Corp  October 2005 - January 2007

Education
Montgomery College

Michael DePaul Michael DePaul Reading, Pennsylvania Area Details
Michael DePaul's Simon Lever LLP Experience January 2006 - September 2008
Job Partner @ Reinsel Kuntz Lesher LLP
Industry Accounting
Experience
Reinsel Kuntz Lesher LLP  September 2008 - Present
Simon Lever LLP   January 2006 - September 2008
Stevens & Lee PC  October 1999 - December 2005
PMG  1999 - 2001
Beard Miller Company  October 1997 - September 1999
Ernst & Young  June 1993 - September 1997
Deloitte & Touche  January 1986 - June 1993
Garrity & Spangler   1983 - 1984

Skills
Mergers, State Tax Planning, Corporate Tax, Income Tax, Tax Research, Tax Preparation, Tax Accounting, FIN 48, International Tax, Financial Planners, Auditing, Trusts, Property Tax, Accounting, Due Diligence, Tax Law, Partnership Taxation, Transfer Pricing, Sales Tax, SEC filings, Mergers & Acquisitions, Finance, CPA, Tax Advisory, Estate Tax Planning, GAAP, Tax Returns, Financial Statements

Education
University of Pittsburgh School of Law   1984 — 1987
Juris Doctorate, LAW

Lafayette College   1979 — 1983
Bachelor of Arts (B.A.), Economics and Business

Cheri Horn Cheri Horn Lancaster, Pennsylvania Area Details
Cheri Horn's Simon Lever LLP Experience October 2004 - May 2010
Job Accountant at Hamilton & Musser, P.C.
Industry Accounting
Experience
Hamilton & Musser, P.C.   June 2014 - Present
Trout, Ebersole & Groff LLP   January 2011 - Present
Simon Lever LLP   October 2004 - May 2010
H&R Block  1996 - 2003
Francis Hall   1995 - 1997
Mars Electronics  1989 - 1995

Skills
Tax Preparation, Tax, Accounting, Income Tax, Corporate Tax, Partnership Taxation

Education
University of Phoenix   2004 — 2006
MBA, Accounting

Widener University   1991 — 1996
BS, Accounting

University of Maryland University College   1983 — 1986
AS, Business

Douglas Haverstick Douglas Haverstick Lancaster, Pennsylvania Area Details
Douglas Haverstick's Simon Lever LLP Experience August 1997 - September 2001
Job Assistant Manager at Haverstick Bros., Inc.
Industry Wholesale
Experience
Haverstick Bros., Inc.   April 2006 - Present
Conestoga Wood Specialties  September 2001 - April 2006
Simon Lever LLP   August 1997 - September 2001
Boyer & Ritter CPAs   January 1995 - August 1997

Education
Messiah College   1990 — 1994
BS, Accounting

Amy Mowbray Amy Mowbray Lancaster, Pennsylvania Area Details
Amy Mowbray's Simon Lever LLP Experience January 2004 - August 2011
Job Tax Specialist
Industry Accounting
Experience
Reinsel Kuntz Lesher LLP  February 2013 - Present
Trout, Ebersole & Groff LLP   October 2011 - November 2012
Simon Lever LLP   January 2004 - August 2011
Eastern Lancaster County School District  September 1997 - May 2004
Penn Embryo   1987 - 1997
Victor F Weaver   1979 - 1987

Skills
Income Tax, Tax, QuickBooks, Bookkeeping, Financial Planners, Tax Research, Tax Returns, Payroll, Trusts, Payroll Taxes, Tax Preparation

Education
Penn State University   1977 — 1979
MS, Agricultural Economics

Virginia Polytechnic Institute and State University   1973 — 1977
BS, Agricultural Economics

Jason McDougall Jason McDougall Lancaster, Pennsylvania Area Details
Jason McDougall's Simon Lever LLP Experience January 2013 - Present
Job Partner at Simon Lever LLP
Industry Accounting
Experience
Simon Lever LLP   January 2013 - Present
Simon Lever LLP   July 2004 - Present

Skills
CPA, Income Tax, Tax Preparation, Tax, Accounting, Auditing, Non-profits, Corporate Tax, Small Business, GAAP

Education
Messiah College   2000 — 2004
BS, Accounting

Marianne Fasolina Marianne Fasolina Lancaster, Pennsylvania Area Details
Marianne Fasolina's Simon Lever LLP Experience January 2007 - May 2008
Job Executive Assistant, Legal
Industry Financial Services
Experience
EcoLoco Gifts   June 2012 - January 2014
Rankpop.com   November 2012 - March 2013
Armstrong World Industries  July 2008 - April 2012
Simon Lever, LLP  January 2007 - May 2008
Sterling Financial Group  October 2005 - January 2007
National Energy & Gas Transmission  1998 - 2005

Skills
MS PowerPoint, Excel, Outlook, SharePoint, Lotus Notes, UltraTax, SAP Portal, MS Office, Microsoft Excel, PowerPoint, Microsoft Word, Google Docs, Mac OS, Training, Administrative..., Calendars, Travel Arrangements, Customer Service, Customer sales, Retail, Microsoft Office

Education
Montgomery College