Simon Lever LLC

Employee Benefit Plan Auditor

Lancaster, PA

About Simon Lever LLC

Simon Lever LLC is a CPA and advisory firm based in Lancaster, PA, dedicated to maximizing the success of its people, clients, and community. With over 70 years in business, Simon Lever builds collaborative relationships rooted in integrity and mutual trust, offering clients accurate accounting and reliable guidance. Partner Rebecca Walck leverages her expertise to provide context to financial data, enabling clients—especially nonprofits—to make informed decisions and effectively tell their stories to stakeholders. Rebecca Walck and the Simon Lever team offer resources and expertise in areas like audits and reviews, helping organizations fulfill their mission. If you are looking for accounting and advisory services in the Lancaster or Capital Region area, contact Simon Lever today.

Website: https://www.simonlever.com/

Founded: 1951

Office Locations

  • Lancaster, PA (Headquarters)

Accreditations & Certifications

  • AICPA Member
  • AICPA EBPAQC

Audit Statistics (2024)

  • Total Plans Audited: 24
  • Total AUM Audited: $329.9M
  • 401(k): 24 plans, $329.9M AUM

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