Stop Reacting to Taxes.
Start Planning Around Them.
Proactive Tax Strategy for Business Owners, Professionals, and Investors
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Financial clarity for business owners and professionals locally in DC and nationwide.
Most Tax Firms Are Deadline-Driven. We're strategy-driven.
Traditional tax firms focus on one thing: getting your return filed by April 15. That approach leaves business owners and professionals reacting to surprise tax bills without a clear improvement plan.
At Simonsgroup Tax Advisory, we go beyond tax planning and preparation . We analyze the full picture behind your numbers, anticipate what’s coming next, and build proactive, multi-year tax strategies so you’re executing a plan—not scrambling at tax time.
The ALIGN Framework
A structured, strategy-first framework for proactive tax planning and financial clarity.
Assess
Your financial picture so nothing is hidden
Lay the Architecture
That supports smart tax and structural decisions
Implement Systems
That turn information into insight
Guide Decisions
With practical, year-round advisory
Navigate the Future
With clarity and confidence
Comprehensive Tax & Advisory Services
From proactive planning to IRS resolution, we cover the full spectrum of tax advisory services—focused on clarity, strategy, and long-term success.
Tax Planning & Preparation
Proactive planning and precise preparation designed to minimize tax liability before the filing season.
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Strategic Tax Planning
Entity structuring, income timing, and multi-year tax modeling for business owners and high-income professionals.
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Bookkeeping & Reporting
Clean, accurate books that support compliance, smarter decisions, and proactive tax strategy.
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Prior-Year Filing
Catch up on unfiled tax returns while minimizing penalties and restoring compliance.
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IRS Representation
Professional advocacy for audits, IRS notices, penalty abatement, liens, and payment plans.
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Real Estate Strategy
Tax optimization for real estate investors through structure, timing, and depreciation planning.
Learn more →Tailored Solutions for Your Situation
We work with clients who value proactive strategy over reactive filing
Business Owners & Entrepreneurs
- Better cash flow management
- Cleaner operations and books
- Strategic tax structure
- Fewer year-end surprises
High-Income Professionals & Executives
- Predictable tax obligations
- Proactive year-round planning
- Wealth preservation strategies
- Clear financial roadmap
Real Estate Investors & Developers
- Optimized entity structure
- Strategic timing of transactions
- Maximized deductions
- Cash flow optimization
Why Clients Choose Us
We’re not just tax preparers; we’re a Washington, DC-based tax advisory firm providing proactive strategy and year-round guidance nationwide.
Systems Integration
If you use QuickBooks or another bookkeeping system, we work alongside it—providing strategic guidance while ensuring your numbers are accurate, organized, and ready for decisions.
Predictable, Well-Planned Taxes
No more guessing what you'll owe. We plan ahead so tax season is stress-free.
Financial Clarity You Can Trust
Clear, organized numbers that give you confidence in every decision.
A Partner Who Explains
We don’t just calculate—we help you understand what it means for your future.
Systems That Support Growth
Infrastructure that scales with you, not processes that slow you down.
Guidance Beyond Filing Deadlines
Year-round support means you’re never left wondering what comes next.
Stop guessing.
Start planning.
Book a complimentary 15-minute call and discover how proactive tax strategy can transform your financial clarity. You can also contact our team directly for personalized guidance.
Book Your Free Strategy Call →Frequently Asked Questions
Do you only work with clients in Washington, DC?
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.
Can you help if I'm behind on my taxes?
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.
Do you handle IRS notices and representation?
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.
Is tax planning really year-round, or just at tax time?
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.
Do you work with QuickBooks or other accounting software?
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.
Who is a good fit for Simonsgroup?
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.
What happens during the complimentary 15-minute call?
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.
