Proactive Tax Strategy for Business Owners, Professionals, and Investors
Traditional tax firms focus on one thing: getting your return filed by April 15. That approach leaves business owners and professionals reacting to surprise tax bills without a clear improvement plan.
At Simonsgroup Tax Advisory, we go beyond tax preparation. We analyze the full picture behind your numbers, anticipate what’s coming next, and build proactive, multi-year tax strategies so you’re executing a plan—not scrambling at tax time.
A structured, strategy-first framework for proactive tax planning and financial clarity.
Your financial picture so nothing is hidden
That supports smart tax and structural decisions
That turn information into insight
With practical, year-round advisory
With clarity and confidence
From proactive planning to IRS resolution, we cover the full spectrum of tax advisory services—focused on clarity, strategy, and long-term success.
Proactive planning and precise preparation are designed to minimize tax liability before the filing season.
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Entity structuring, income timing, and multi-year tax modeling for business owners and high-income professionals.
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Accurate Clean, accurate books that support compliance, smarter decisions, and proactive tax strategy.
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Catch up on unfiled tax returns while minimizing penalties and restoring compliance.
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Professional advocacy for audits, IRS notices, penalty abatement, liens, and payment plans.
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Tax optimization for real estate investors through structure, timing, and depreciation planning.
Learn more →We work with clients who value proactive strategy over reactive filing
We’re not just tax preparers; we’re a Washington, DC-based tax advisory firm providing proactive strategy and year-round guidance nationwide.
If you use QuickBooks or another bookkeeping system, we work alongside it—providing strategic guidance while ensuring your numbers are accurate, organized, and ready for decisions.
No more guessing what you'll owe. We plan ahead so tax season is stress-free.
Clear, organized numbers that give you confidence in every decision.
We don’t just calculate—we help you understand what it means for your future.
Infrastructure that scales with you, not processes that slow you down.
Year-round support means you’re never left wondering what comes next.
Book a complimentary 15-minute call and discover how proactive tax strategy can transform your financial clarity.
Book Your Free Strategy Call →While we're based in Washington, DC, we serve clients throughout the DMV area—DC, Maryland, and Virginia. We also work with clients remotely across the country for many of our services.
Absolutely. Prior-year filing is one of our core services. We help clients catch up on unfiled returns, minimize exposure, and get current with the IRS—often with better outcomes than they expected.
Yes. We provide full IRS representation services including responding to notices, negotiating penalty abatement, setting up payment plans, stopping collection actions, and managing statute of limitations issues.
We practice true year-round planning. Tax season shouldn't be the first time you think about your taxes. Our proactive approach means we're monitoring your situation, suggesting adjustments, and preparing you throughout the year.
Yes. We work alongside whatever bookkeeping system you're already using—whether that's QuickBooks, Xero, or another platform. We help ensure your data is accurate and provide strategic guidance on top of it.
We work best with business owners, high-income professionals, and real estate investors who want proactive strategy—not just reactive filing. If you're tired of tax surprises and want a partner who explains things clearly, we're likely a good fit.
It's a focused conversation to understand your current situation, clarify what matters most right now, and determine whether Simonsgroup is the right fit. There's no pressure—just a chance to see if we can help.
