Scott Tracy

Scott

Scott Tracy, CPA

Tax Director

Scott started at JE Simmons & Co as Tax Director in February of 2022. Scott has been in the tax business since his graduations from Notre Dame, where he earned a BBA in Accountancy in 1986 and an MBA with a concentration in Taxation in 1987.

He then spent 6 years with national public accounting firms, followed by 25 years as the head of tax departments of several Dallas-area family offices and their high net worth founders. Most recently Scott served as a Tax Director in the Health Care Group of the Dallas office of a national middle-tier CPA firm, focused on dental and medical practices and practitioners.

Outside of work, Scott and his wife Jennifer enjoy the occasional hosting of 4 grand-dogs, 2 grand-cats and 1 lovely granddaughter from their combined family of 5 kids. Scott has served in the leadership of the Notre Dame Club of Dallas for many years, earning a lifetime achievement award from the service organization in 2019.

Education

B.B.A. Accounting
M.B.A. with concentration in Taxation
University of Notre Dame

Memberships

-default
AICPA_Member

XY Planning Network
Proud member of XY Planning Network! Advisors displaying this badge have been accepted into XY Planning Network by vowing to adhere to strict fiduciary standards, and carry the CFP® designation. XY Planning Network is the leading financial planning platform for fee-for-service financial advisors who want to serve their Gen X and Gen Y peers by providing comprehensive financial planning services without product sales or asset minimums.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Personal Hobbies

Taking care of our large pet family

Pet Babysitter:
Taking care of our large pet family

Win/Loss: Cheering for the Dallas Cowboys

Win/Loss:
Cheering for the Dallas Cowboys

Cheering on the Irish

Favorite Weekend Activity:
Visiting South Bend to watch the Irish Play

Contact Us

Find Us:
15770 Dallas Parkway, Suite 150
Dallas, TX 75248

Call Us:
‌(972) 404-1040‌

©2022 J.E. SIMMONS AND COMPANY DISCLAIMER DISCLOSURES PRIVACY POLICY