About Matthew B. Simon, CPA

Audit Partner - Weaver & Tidwell LLP
Matthew has over 20 years of experience providing comprehensive experience in public accounting, specializing in assurance services for employee benefit plans. His experience encompasses a wide range of plan types, including defined benefit plans, defined contribution plans such as ESOPs and 401(k) / 403(b) plans, welfare benefit plans, scholarship funds and training funds. Matthew’s proficiency extends to working closely with labor organizations and not-for-profit entities, providing tailored audit and consulting services that address the unique regulatory and financial complexities these organizations face.His deep understanding of regulatory frameworks and reporting standards enables him to prepare and review critical information returns, including Form 990 for tax-exempt organizations, Form 5500 for employee benefit plans and LM-2 reports for labor organizations. Matthew B. Simon

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