Strategic Tax Planning and Precision Preparation for High-Performers
Simonsgroup Tax Advisory
Simonsgroup Tax Advisory is a strategic tax firm serving high-net-worth individuals and business owners who value foresight over reaction. With decades of experience in complex tax planning, multi-entity structuring, and high-stakes IRS resolution, we help clients protect wealth, stay compliant, and move confidently. Our team brings a precision-driven approach to every engagement, from proactive tax planning and business optimization to representing clients in audits, collections, and Offer in Compromise cases. Whether you manage multiple entities or a single growing enterprise, we design tax strategies that align with your long-term goals, not just the next filing season. At Simonsgroup, we don’t just prepare returns, we architect outcomes.
At Simonsgroup Tax Advisory, we work with high-net-worth individuals, business owners, and professionals who value proactive tax planning and strategic foresight. Our focus is on helping clients reduce risk, optimize their entity structures, and use the tax code to their advantage. We assist those managing complex financial lives — from executives and consultants to multi-entity investors — and provide skilled representation in IRS and state tax matters, including audits, collections, and settlements. We welcome collaboration with financial advisors, attorneys, and business consultants who share our commitment to delivering strategic, results-driven tax solutions for clients.
Years of Tax Experience
11-15 years
No specializations listed
Contact information is private
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