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Financial and tax planning for
owners navigating growth,
tax complexity, and major decisions.

We help dental practice owners and
B2B service firm owners coordinate
tax strategy, investments, and planning.

Book an intro call


See Our Process

15-minute intro call to confirm fit and next steps
Based in Dallas and serving owners nationwide

Firm Snapshot as of January 2026

$200M
Client Assets Under Management
60
Families Served
37
Years Since Founding

Two specialties. One integrated team.

Dental Practices

  • Planning for practice growth, sales, or partnership transitions

  • Coordinating tax and savings strategy with practice cash flow

  • Hiring associates and staff while managing overhead

Learn more about dental practices

B2B Services Firms

  • Managing uneven income and variable cash flow

  • Coordinate tax and savings strategy with long term financial goals

  • Planning for growth, ownership changes, and long-term transitions

Learn more about B2B service firms
JE Simmons Logo based in Dallas, Texas

Fee-only fiduciary advice.
CPAs and CFP® professionals on one team.
Custody at Charles Schwab.

 

Is Our Firm the Right Fit for You?

Who We Work Best With

  • Business owners with high income and complex tax and cash flow decisions

  • Those seeking coordinated financial planning, tax, and investments from one firm

  • Clients who value a fee-only fiduciary advisory relationship with an ongoing relationship model

Who We're Not a Fit For

  • Those seeking one-off advice or product-based commissions
  • Price-sensitive shoppers looking for a low-cost provider
  • Those not seeking proactive, long term guidance
Puzzle Pieces showing JE Simmons and Company can offer financial planning, tax planning, investments, and business planning in one package

One advisory team. One coordinated plan.

We build the plan, run the projections, manage the portfolio, and help you make the decisions without handoffs.

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Bringing Together the Expertise that Owners Need

Independent, Fiduciary, and Fee-Only
Advisors and Accountants

Jack Simmons Profile Picture


Jack Simmons, CPA

Founder and President

View bio
kyle simmons profile picture


Kyle Simmons, CFP®

Partner and Advisor

View bio

Learn more about the people behind J.E. Simmons and Company

Meet the team

J.E. Simmons and Company Services

Financial Planning

Connect business decisions and cash flow to personal goals.  

Explore planning

Tax Planning and Preparation

Proactive tax savings strategies throughout the year, not just filing at year-end.

View tax strategies

Investment Management

Tax-aware investment portfolios designed for long-term growth.

See how we invest

Business Consulting

Practical action items and advice to address real problems owners confront.

Solve business issues

Want to see how these services fit together?

See our process

Ready to get started?

Choose how you'd like to connect with us.

Book an Intro Call

A 15-minute call to confirm fit and outline next steps.

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Tax and planning notes for business owners, 1 to 2 times per month.

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Read our insights for business owners

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