Step 1: Strategy Audit
We review your current tax situation, income sources, entity structure, and past filings to identify risks and missed opportunities.
Most people react to taxes once a year.
Our clients plan three to five years ahead.
At Simonsgroup Tax Advisory, tax planning is not about finding last-minute deductions. It’s about designing a structure that minimizes tax drag, supports smart decisions, and protects wealth over time.
We work with business owners and individuals who know they’re overpaying—but want clarity on why, where, and how to fix it before it’s too late.
Filing a tax return tells you what already happened.
Tax planning shapes what happens next.
Without proactive planning, major decisions are made without understanding their tax consequences.
Hiring, investing, exercising stock options, or taking distributions often happens long before filing season—when it’s already too late to change the outcome.
Our approach changes that.
We model future outcomes, evaluate multiple scenarios, and help you make decisions with full visibility into their tax impact—so choices are intentional, not reactive.
This service is designed for clients with complex financial lives, including:
Business owners earning almost $150K+ annually
Owners of LLCs, S-corps, partnerships, or multiple entities Businesses
Professionals with equity compensation, bonuses, or multi-state income
Real estate investors managing multiple properties
Individuals planning major financial events (sale, exit, retirement, liquidity)
Anyone who suspects they are overpaying but lacks a clear strategy
If your income comes from more than one source—or your decisions feel too important to guess—this service is for you.
Proactive tax planning shifts decision-making from reactive compliance to intentional strategy—changing outcomes across every part of your financial picture.
We identify where taxes are leaking through inefficient structures, timing issues, or missed planning opportunities—and fix them legally and strategically.
We evaluate whether your current entity structure and owner compensation strategy still make sense. Many clients are using structures that once worked but now cost them thousands each year.
No more April surprises. We forecast tax liability in advance so you know what’s coming and can plan accordingly.
Capital gains, depreciation, equipment purchases, and reinvestment decisions work best when coordinated with tax strategy—not handled in isolation.
The structure you build today determines how much you keep tomorrow. We help design exit and liquidity strategies that reduce unnecessary tax exposure.
We review your current tax situation, income sources, entity structure, and past filings to identify risks and missed opportunities.
We model tax outcomes three to five years forward, accounting for income growth, legislative changes, and life or business events.
You receive a written plan outlining recommended actions, timelines, and expected impact—so you can make informed decisions.
Tax strategy isn’t a one-time event. We stay engaged year-round to adjust the plan as your situation evolves.
Every engagement includes:
You’ll always know what’s included—and what it costs—before we begin.
Tax planning engagements are quoted as fixed-fee packages based on complexity and scope—so expectations are clear, aligned, and predictable from the start.
If any of these sound familiar, proactive tax planning can make a meaningful difference—by replacing uncertainty with clarity, structure, and control.
