Specialties
Paying more than you should? Dealing with the IRS? Behind on taxes?
We fix tax problems and build strategies that save you money.
Simonsgroup Tax Advisory works with business owners, high-income professionals, and real estate investors across the DMV who are tired of reactive tax prep and IRS stress.
We do four things:
1) Current-Year Tax Preparation – Clean, accurate filings with a focus on structure and planning, not just compliance.
2) Strategic Tax Planning – Entity structure, income timing, cash flow optimization. Real savings, not gimmicks.
3) Prior-Year Filing – Behind on returns? We get you current with minimal exposure.
4) IRS Representation – We negotiate directly with the IRS. Penalty abatement, payment plans, collection holds, statute work.
Based in Washington, DC. Serving clients in DC, MD, & VA
If you're facing IRS notices, back taxes, or a six-figure income with no tax strategy, we can help.
Call or visit our site to schedule a consultation.
History
Established in 2010.
Most tax firms are built around deadlines. Simonsgroup Tax Advisory was built around people. After years working at the intersection of business operations and policy, I saw a gap. Large companies had access to advanced tax planning strategies, while small business owners and high-income professionals were treated like paperwork, not partners. Too often, advisors showed up once a year, filed returns, and disappeared. That didn’t sit right with me.
I founded Simonsgroup Tax Advisory to change that. We partner with our clients to design long-term tax-saving strategies that go beyond basic tax preparation. From proactive tax planning to IRS representation and assistance with prior year filings, we deliver solutions that reduce liabilities, protect wealth, and create clarity year after year. Compliance is the minimum standard, not the ultimate goal. At Simonsgroup, clients don’t just survive tax season; they win it.
Meet the Business Owner: Tim S.
After years of watching small business owners and professionals get shortchanged by “once-a-year” tax prep, I decided enough was enough. Big companies were turning tax rules into strategy while everyday people were stuck with surprise bills and zero guidance. That didn’t sit right with me.
So I built Simonsgroup Tax Advisory to flip the script. We partner with most of our clients year-round to create long-term tax-saving strategies, rather than scrambling in April. Think of us as your strategic pit crew for the financial road ahead, keeping you compliant, yes, but also helping you steer toward growth and savings.
Because surviving tax season is fine. But winning it? That’s way more fun.