Proactive tax strategy built for business owners.
Entity structure, owner compensation, and year-round tax strategy decide more of your tax bill than any receipt ever will. Stop looking backward at tax time and start planning ahead.
Led by Timothy Simons, EA, MBA. Federal practice rights under Treasury Circular 230.
Structure, compensation, and timing. Everything else is details.
Entity classification & optimization
Making sure your LLC, S-corp, or corporate structure is actively working to minimize self-employment and income tax burdens based on your current revenue levels.
Defensible owner pay
Setting reasonable compensation structures that satisfy IRS guidelines while maximizing your net take-home cash flow and retirement savings potential.
Year-round guidance
Proactive meetings before year-end to make strategic decisions on asset purchases, retirement contributions, and income timing before the tax year closes.
Three levels of advisory. Choose the cadence that fits your growth.
Every advisory tier is structured to deliver clear, actionable tax planning and dependable execution throughout the year.
- Annual tax planning session and entity check
- Proactive recommendations delivered before year-end
- Federal and state tax return preparation included
- Quarterly financial reviews and tax projection updates
- Estimated tax payment planning and adjustments
- Ongoing strategic advisory support throughout the year
- Monthly high-level advisory and multi-entity coordination
- Direct access for ongoing business and tax decisions
- Comprehensive multi-year wealth and tax positioning
Simple process. Clear direction from day one.
Tax Strategy Fit Check
Fill out our short questionnaire so we can understand your business structure, revenue range, and primary tax pain points.
Discovery & Scope
We review your details, discuss your options during a focused call, and outline a fixed-fee annual advisory proposal.
Proactive Execution
We implement your strategy, manage key deadlines, and keep you completely aligned with your financial goals all year.
Direct Access To Experienced Tax Professionals. No Call Centers.
At Simonsgroup, your tax strategy is handled by dedicated professionals who understand the nuances of business taxation. We work collaboratively with you to ensure your structure matches your ambitions.
Washington, DC · Established 2010 · Enrolled Agent Representation
Ready to stop overpaying? Let's evaluate your strategy.
Complete the fit check below. Tim reviews every submission personally and follows up within one business day.
Clear answers to what business owners ask most.
When is the best time to start tax strategy planning?
The earlier in the year, the better. Proactive planning requires time to implement changes like entity elections, payroll adjustments, or retirement contributions before the tax year closes.
Are tax returns included in the $3,000/year advisory figure?
Yes, comprehensive advisory engagements include the preparation and filing of your annual business and applicable individual tax returns as part of the overall scope.
What makes Simonsgroup different from traditional tax preparers?
Traditional preparers look backward once a year to file what already happened. We act as your proactive partner, focusing on tax strategy, structure optimization, and year-round advisory.