J.E. Simmons and Company helps owners take advantage of business ownership through financial planning, investment management, and tax planning.
About Our Clients
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Leaders in dentistry, medicine, and other professional services
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Managing multiple advisors across business and personal
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Goal oriented with a desire to focus on your craft
Why do people choose J.E. Simmons & Company?
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Integrated Business
and Personal Advice
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Experience with
High Stakes Decisions
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Cash Flow
Strategies for Owners
“Business owners deserve an advisor
that understands the full picture.”
— Jack Simmons, Founder and President
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Who We Are
Independent
Fiduciary
Fee-Only
Advisors & Accountants
How it Works
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Your Current Advisors
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Our Approach
We can help bring clarity to confusion.
We can change anxiety into confidence.
We can turn lost opportunities into new options.
Read Our Blog
Fortify Your Financial Future: Essential Cybersecurity Practices for the Digital Age In our increasingly interconnected world, safeguarding your financial information is more critical than ever. As a...
Simplify Your Tax Season with JE Simmons and Company: Discover the Best Document Scanning Apps
We are following up on developments mentioned in our December 24th blog regarding BOI reporting requirements and changes to the deadline.
Beneficial ownership information reports are now due January 13th for most reporting companies.
Imagine biting into a fried OREO® cookie - that crispy, sugary exterior giving way to the creamy center. Now, picture a tax strategy that's just as deliciously layered. Welcome to the world of...
We want to make you aware of an important new reporting requirement that may affect our clients who own or control businesses. The Corporate Transparency Act (CTA) is a complex and broad piece of...