We are experts in financial and tax issues impacting business owners and do our best work with:
Owners or future owners with $1M+ annual revenues
Owners that want integrated tax, investment, and planning advice
Business Owners that see value in honest, direct advice from outside professionals
Our Client Onboarding Process
Step #1 — Schedule Free 15-Minute Phone Call
We use our 15 minutes to answer your questions and see if our services are a good fit for your concerns.
Step #2 — Schedule Free One Hour Zoom Call
We discuss your needs, goals, and expectations over a Zoom call. We also share more information about our firm and discuss the specifics of an engagement with J.E. Simmons and Company.
Step #3 — Onboard
We work with you to build your unique plan. We work with you through implementation and meet regularly to ensure you are on track to achieving your goals.