Financial Clarity for Businesses and Individuals
Traditional tax services focus on one thing: getting your return filed by April 15th. That leaves most people scrambling, surprised by their bill, and unsure how to do better next year.
At Simonsgroup, we do more than prepare returns. We understand the story behind your numbers. We anticipate what's coming next. We structure your finances so you're not reacting at tax time — you're executing a plan you understand.
A structured approach to financial clarity that goes beyond annual tax preparation
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 to identify deductions, maximize savings, and reduce liabilities before tax season.
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Entity structuring, income timing, and cash-flow optimization for real, lasting savings.
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Accurate bookkeeping and clear reporting that supports compliance and smarter decisions.
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Catch up on unfiled returns with minimized penalties and a clear path forward.
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Professional advocacy for audits, notices, penalty abatement, and payment plans.
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Specialized tax planning for investors optimizing structure, timing, and deductions.
Learn more →We work with clients who value proactive strategy over reactive filing
We're not just tax preparers—we're your strategic partners in building financial clarity.
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.
