Question 1

Do you only work with clients in Washington, DC?

Accepted Answer

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.

Question 2

Can you help if I'm behind on my taxes?

Accepted Answer

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.

Question 3

Do you handle IRS notices and representation?

Accepted Answer

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.

Question 4

Is tax planning really year-round, or just at tax time?

Accepted Answer

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.

Question 5

Do you work with QuickBooks or other accounting software?

Accepted Answer

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.

Question 6

Who is a good fit for Simonsgroup?

Accepted Answer

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.

Question 7

What happens during the complimentary 15-minute call?

Accepted Answer

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.

Tim’s Thoughts & Perspectives

Are Retirement Plan Contributions Tax Deductible?

Is a Backdoor Roth IRA Worth It for Business Owners?

How to Calculate Solo 401(k) Contribution Limits

How to Restructure Business Entity for Tax Efficiency

Ready for financial clarity?

Simonsgroup Tax Advisory

Financial decisions should feel clear, not complicated. We help you move beyond filing into confident financial decisions.

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