Filing Done Right
Simonsgroup builds clean, audit-ready bookkeeping systems that turn raw numbers into clarity. Every balance sheet and P&L we produce connects directly to your tax strategy—so your financial reports aren’t just compliant, they’re actionable.
We don’t just deliver reports. We interpret them. And we keep your books tax-ready at all times— whether you’re preparing for filing season, a lending decision, or IRS scrutiny.
We complete a full monthly close and identify tax opportunities or risks before they become problems — no surprises at year-end.
Custom dashboards showing cash flow, margins, and key financial metrics — always updated, no spreadsheets needed.
We sync payroll with your owner compensation plan to ensure salary and distributions are structured for tax efficiency.
Pinpoint exactly where money comes from and where it goes — broken down by client, project, or division for full clarity.
Whether you’re starting fresh or fixing years of messy books, we build the right financial system and deliver clean, audit-ready records.
Whether you’re starting fresh or fixing years of messy books, we build the right financial system and deliver clean, audit-ready records.
Clean, timely accounting turns uncertainty into confident decisions — hiring, pricing, borrowing, and long-term planning become predictable and strategic.
Business owners who need monthly financial clarity without the overhead of a full-time bookkeeper
Multi-entity operators who need consolidated reporting across LLCs, S-corps, or partnerships
Clients preparing for financing, sale, or audit and need clean historical records
Anyone who wants their books to integrate seamlessly with tax strategy—not exist in a separate silo
People who've ignored notices and don't know where to start
Can’t pay in full? We structure affordable monthly payment plans that stop collection action and keep you compliant. We negotiate payment amounts based on your actual financial capacity — not just the IRS’s initial demand.
Settle your tax debt for less than you owe if you qualify. We prepare financial analyses, build a persuasive case, and negotiate with the IRS to reach the best possible settlement.
Facing genuine hardship? We can secure CNC status which pauses collection activity while you stabilize financially, preserving critical cash flow and breathing room to recover.
Many penalties can be reduced or removed for reasonable cause. We prepare abatement requests showing the legitimate grounds that justify penalty relief.
Federal tax liens hurt credit and block financing. We pursue discharge, withdrawal, or subordination strategies that restore access to capital and clear your record when appropriate.
When a levy hits, time is critical. We file immediate release requests and negotiate alternatives — often securing relief within 72 hours when the case qualifies.
We reconstruct records, file missing returns, and negotiate payment arrangements to bring you current — a required step for most resolution paths.
We represent clients through audits and appeals — responding to requests, attending meetings, and negotiating adjustments to minimize your liability and protect your rights.
We review your current bookkeeping process and systems — or whatever workflow you're using today.
We uncover gaps, missing documentation, and compliance risks then prioritise fixes.
We map the clean, integrated system you need and deliver a clear scope, timeline, and fixed-fee quote.
A Brilliant Journey
A Brilliant Journey
Choosing BizOCapital was one of the best decisions we made for our startup. Their financial expertise and tailored approach helped us secure vital funding and navigate. financial challenges. Their team is not only knowledgeable but also responsive and attentive to our needs. BizOCapital is our trusted financial partner.BizOCapital is our trusted financial partner.
Matt Turner
Developer
Jane Mary
Codetic
John Doe
Codetic
