From proactive tax planning to IRS resolution, we provide a full spectrum of tax advisory services for business owners, professionals, and investors—focused on clarity, strategy, and long-term success.
Proactive tax planning and preparation designed to support accurate filing and help you plan ahead.
We don’t wait until April to start thinking about your taxes. Our proactive preparation approach identifies deductions and credits throughout the year, aligns your filing with your broader financial goals, and ensures compliance without missed opportunities.
Strategic tax planning for better decisions around income, entities, and long-term financial goals.
Strategic tax planning looks beyond annual filing. We help business owners and high-income professionals optimize entity structure, time income and expenses intentionally, and manage cash flow in ways that reduce long-term tax drag—not short-term gimmicks.
Accurate bookkeeping and financial reporting for better business decisions.
Accurate bookkeeping paired with meaningful reporting. We don’t just record transactions—we turn financial data into insight that supports tax strategy, compliance, and growth.
Catch up with confidence—and a clear plan forward.
If you’re behind on filings, you’re not alone. We help clients prepare missing returns, minimize penalties, and regain compliance with a clear, step-by-step path to resolution.
Experienced advocates when the IRS is involved.
Facing IRS notices, audits, or collections? We represent clients directly before the IRS—handling negotiations, penalty abatement, payment plans, and audit defense so you don’t have to.
Specialized tax strategy for real estate investors.
Real estate investing brings unique tax opportunities and risks. We help investors structure entities, optimize depreciation, coordinate across properties, and plan exits strategically.
Simonsgroup Tax Advisory is based in Washington, DC and serves business owners, professionals, and investors throughout Washington, DC, Maryland, and Virginia. We also provide year-round advisory services to clients nationwide.
Our services include strategic tax planning, tax preparation, bookkeeping and financial reporting, IRS representation, prior-year filing, and real estate tax strategy.
Book a complimentary call and we’ll help you figure it out.
Based in Washington, DC, we serve clients nationwide through secure, year-round advisory relationships.
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