J.E. Simmons and Company helps owners take advantage of business ownership through financial planning, investment management, and tax planning.

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About Our Clients

Leaders in dentistry, medicine, and other professional services
Managing multiple advisors across business and personal
Goal oriented with a desire to focus on your craft

Why do people choose J.E. Simmons & Company?

Integrated Business
and Personal Advice

Experience with
High Stakes Decisions

Cash Flow
Strategies for Owners

“Business owners deserve an advisor
that understands the full picture.”

— Jack Simmons, Founder and President

What We Do

Your One-Stop Shop.
One meeting plus
three calls each year.

Our Services

Who We Are

Independent
Fiduciary
Fee-Only
Advisors & Accountants

Meet the Team

How it Works

Your Current Advisors

Our Approach

Compare Your Options

We can help bring clarity to confusion.
We can change anxiety into confidence.
We can turn lost opportunities into new options.

Read Our Blog

Securing Your Financial Future: Essential Cybersecurity Practices for Everyone

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...

My Three Favorite Phone Apps to Scan Your Tax Documents This Season

Simplify Your Tax Season with JE Simmons and Company: Discover the Best Document Scanning Apps

Delayed Again: BOI Reports Not Required While Court Cases Proceed

We are following up on developments mentioned in our December 24th blog regarding BOI reporting requirements and changes to the deadline.

Urgent Update: BOI Reports Now Due January 13 for Most Reporting Companies

Beneficial ownership information reports are now due January 13th for most reporting companies.

A Sweet Tax Strategy: Double Dipping on Tax Savings for Charitable Giving

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...

Alert: New Beneficial Ownership Information (BOI) Reporting Requirements Due 12/31/24

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...

J.E. Simmons and Company helps owners take advantage of business ownership through financial planning, investment management, and tax planning.

About Our Clients

Why do people choose J.E. Simmons & Company?

Integrated Business and Personal Advice

Experience with High Stakes Decisions

Cash Flow Strategies for Owners

“Business owners deserve an advisor that understands the full picture.”