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# 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?
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### 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 plusthree calls each year.
#### Who We Are
## IndependentFiduciaryFee-OnlyAdvisors & Accountants
## How it Works
##### Your Current Advisors
##### 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
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...
 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...
Understanding the Basics of a 401(k) Plan A 401(k) plan is like planting seeds for a future harvest. Instead of spending all your money today, you set aside some to grow over time, setting yourself...
On July 31, 2024, the Federal Reserve (the Fed) chose to keep interest rates steady but hinted at potential cuts in the near future. This decision has important implications for investors, consumers,...
### Contact Us
**Find Us:**
15770 Dallas Parkway, Suite 150
Dallas, TX 75248
**Call Us:**
‌(972) 404-1040‌
©2024 J.E. SIMMONS AND COMPANY