Talk to an Enrolled Agent First — Not a Sales Rep

Most tax relief firms route you through call centers and sales teams before you ever speak with someone who actually knows tax law.

We skip that.

Your first conversation is with a licensed Enrolled Agent who can evaluate your situation, explain your actual options, and tell you whether you even need formal representation.

No pitch. No pressure. Just a professional assessment from someone authorized to represent you before the IRS and California tax agencies.

Schedule Your Strategy Call

Direct access to licensed professionals | No sales intermediaries | 100% confidential

We Start with Diagnosis, Not Solutions

IMost firms lead with Offer in Compromise, payment plans, or penalty relief because those are the services they sell.

We lead with questions:

Is your balance even accurate, or should we challenge it first?
Are you judgment-proof, making formal relief unnecessary?
Is enforcement actually imminent, or do you have time to build leverage?
Would paying down principal make more sense than negotiating?

Not every tax problem needs a tax relief package. Some need better recordkeeping. Some need a different business structure. Some need patience and a plan.

We figure out what you actually need before proposing what we can do.

Direct Access to Enrolled Agents

What Direct Access to Enrolled Agents Means

You skip the sales funnel

Your first call is with a federally licensed tax professional who can answer substantive questions about IRS procedures, FTB enforcement timelines, and resolution options. Not someone reading from a script.

You get real answers, not qualifying questions

We're not trying to determine if you're "a fit." We're evaluating your situation to determine the best path forward, which may or may not involve hiring us.

You control the timeline

No follow-up calls from account managers. No "limited-time offers." You get information, a recommendation, and time to decide.

When We Do Recommend Representation

Your information is 100% secure and confidential. | No Obligation

Immediate Collection Defense

If you're facing wage garnishment, bank levy, or NY DTF warrant execution, we contact the IRS or state agencies directly to request collection holds and pursue levy releases while building your resolution strategy.
Offer in Compromise (Settlement)

When you qualify, we prepare complete financial documentation and build a case that meets strict IRS and NY DTF standards. We don't submit weak applications hoping they stick.
Structured Payment Agreements

When settlement isn't viable, we negotiate installment agreements based on actual cash flow, not arbitrary payment amounts that create compliance failures six months later.
Multi-Jurisdiction Strategy

DMV residents often face complex scenarios: living in Virginia, working in DC, with Maryland income. Or DC residency with Virginia business operations. We analyze your exposure across all jurisdictions and coordinate resolution strategies that don't create new problems while solving old ones.
Audit and Examination Defense

We represent you through IRS and state audits, respond to information requests, and handle examiner communication across DC, Maryland, and Virginia so you're not negotiating directly with multiple agencies.
Federal Employee Tax Issues

Federal employees face unique situations: TSP distributions, federal retirement, security clearances affected by tax debt, and agency-specific withholding issues. We understand these nuances and build strategies that protect your employment status.

DMV Tax Problems

Why DMV Tax Problems Are More Complex

Multiple jurisdictions, different rules

A Maryland resident working in DC faces different rules than a Virginia resident working in Maryland. Each jurisdiction has its own filing requirements, credits, and enforcement procedures.

Reciprocity agreements matter

DC has no reciprocity agreements. Maryland and Virginia have limited reciprocity. Understanding which income gets taxed where requires more than software — it requires strategy.

Aggressive state enforcement

Maryland's Comptroller pursues collection as aggressively as California's FTB. Virginia files liens quickly. DC's Office of Tax and Revenue can garnish wages and levy accounts. Multi-state debt means multiple enforcement actions.

Security clearance implications

Federal employees with tax debt face clearance review complications. We coordinate resolution timelines to minimize employment impact.

High cost of living, high stakes

DMV residents often have substantial income, complex returns, and significant assets. Mistakes in multi-state tax planning compound quickly.

Why This Approach Works Better

Fewer unnecessary cases

When we tell someone they don't need our services, they remember that. Clients who do hire us know we recommended representation because it made strategic sense, not because we needed to hit a sales quota.

Better outcomes

Starting with diagnosis means we catch issues other firms miss: incorrect balances, expired collection periods, misapplied payments, or procedural errors that change the entire resolution strategy.

No buyer's remorse

You're not second-guessing whether you overpaid or hired too quickly. You engaged us because a licensed professional walked you through the logic, not because a closer pushed urgency.

What You Can Expect

A clear, strategic, and direct path to tax resolution.

Initial Strategy Call (30–45 mins)

We review your notices, balances, and timeline. You leave with a clear assessment of your situation and recommended next steps, whether that's representation, self-resolution, or simply monitoring.

If you engage us: Immediate Protective Action

We file power of attorney, contact the IRS or FTB about active enforcement, and establish a resolution timeline based on your facts, not generic case templates.

Strategic Resolution Plan

You receive documentation explaining the approach, required steps, expected timeline, and flat-fee structure before any work begins.

Direct Communication Throughout

You work with the same Enrolled Agent from consultation through resolution. No handoffs to junior staff or offshore support teams.

Our Credentials

Licensed Enrolled Agents

Federally authorized to represent taxpayers before the IRS, FTB, EDD, and CDTFA.
NAEA and NATP Members

Active in the National Association of Enrolled Agents and National Association of Tax Professionals.
Decades of Combined Resolution Experience

Our team has handled IRS and California tax matters since before most relief firms existed.
No Call Center, No Sales Teams

Every person you speak with is a licensed tax professional, not a lead qualifier or account coordinator.

Tax Consultation Section

Start with a Real Conversation

If you're dealing with IRS or state tax enforcement in the DMV area, the first step isn't hiring someone. It's understanding your situation clearly enough to make a good decision. That's what the strategy call is for.

We'll review where you stand, explain your options in plain language, and tell you whether formal representation makes sense. No sales process. No pressure to commit.

You'll speak directly with a licensed Enrolled Agent. Expect straight answers, not a pitch. Your information stays confidential, and there's no obligation to move forward.

Disclaimer

Outcomes depend on individual circumstances, financial position, and agency review. We do not guarantee specific results or settlement amounts. What we guarantee: licensed representation, transparent communication, and a diagnostic approach that prioritizes your best interest over our service fees.

Contact us.

📧 info@simonsgroup.net
📞 (202) 495-1404

📍 Serving all of New York — NYC, Brooklyn, Buffalo, Rochester, Albany, and surrounding areas