Simms Financial Services, LLC

Simms Financial Services, LLC Retired systems accountant, current tax preparer, and insurance agent. Helping you create generational wealth! Why: Because it's your money!

That's the bottom line! Accounting
Bookkeeping
Business Start-up
Financial Planning

07/25/2026

This is a Public Service Announcement.

As we get older and you acquire things, YOU must make the decisions on what happens to those things one you have transitioned! Get your house in order, prepare a will, pick a person who will know where to find it. With today’s technology you can record a video that no one will be able to contest! It makes no sense to be fighting at a funeral because someone feels they are entitled to something that they didn’t even work for! Do it all while you’re in your right mind! That way no one can say you’re crazy!

02/08/2026

Life insurance isn’t about fear — it’s about peace of mind.
Many people think it’s too expensive or don’t know where to start, but the right policy can be more affordable than you think and tailored to your goals.

✔ Protect your family
✔ Build long-term security
✔ Get clarity, not confusion

Let’s have a simple conversation and find what works for you. 💬
DM or call me today.





Life insurance doesn’t have to be complicated.It really comes down to 3 simple steps:✅ Figure out how much coverage your...
02/06/2026

Life insurance doesn’t have to be complicated.

It really comes down to 3 simple steps:

✅ Figure out how much coverage your family needs
✅ Choose the right type of policy (term or permanent)
✅ Compare options to get the best value

Life insurance is about protecting the people you love and the life you’re building—income, home, education, and peace of mind.

If you’re not sure where to start, I can walk you through it step by step and help you find coverage that fits your goals and budget.

📩 Message me to get started today.



Don't want to sit in a office or don't have time to drop them off. We have an app where you can enter your information ...
02/04/2026

Don't want to sit in a office or don't have time to drop them off. We have an app where you can enter your information an send it to us. Your information is encrypted and you can tract the status of your tax return being prepared. Once it's prepared you can review and sign you return to be processed. With TaxesToGo, it quick, easy, and convenient to get your refund. Give me a call at (504) 957-4898 or use the link below.

TaxesToGo Link: https://TaxesToGo.com/app/download/37839



01/31/2026

2026 Tax Season: What’s New and Important
1. Major Federal Tax Law Changes

Bigger Refunds & New Deductions: The "One Big Beautiful Bill" is now fully in effect for 2025 taxes (filed in 2026). Expect higher standard deductions for all filing statuses, an expanded Earned Income Tax Credit (EITC), and a new additional deduction for seniors (up to $6,000 extra for those 65+).
No Tax on Tips & Overtime: Workers in service and hospitality industries can now deduct qualified tips (up to $25,000/year) and certain overtime pay (up to $12,500/year for individuals, $25,000 for joint filers). These deductions phase out for higher incomes (over $150,000 single/$300,000 joint). [Tax Tip 20...d overtime | Outlook]
1099-K Reporting Threshold: The IRS reversed course—payment platforms now only issue a 1099-K if you exceed $20,000 and 200 transactions, reducing confusion for gig workers and online sellers. [Tax Season...ry Update: | Outlook]

2. Free Filing Options & IRS Resources

IRS Free File: Available for those with AGI of $89,000 or less. Multiple trusted partners offer free federal (and sometimes state) filing.
MilTax: Free for eligible military members.
Volunteer Income Tax Assistance (VITA) & Tax Counseling for the Elderly (TCE): Free basic tax prep for qualifying individuals, especially seniors and low/moderate-income taxpayers. [Tax Tip 20...available | Outlook], [IR-2026-19...ram Grants | Outlook]

3. Digital Assets & New Forms

Digital Asset Reporting: If you sold or disposed of digital assets (cryptocurrency, NFTs, etc.), you may receive a new Form 1099-DA. You must report all related income, gains, or losses, even if you don’t receive a form. Everyone must answer the digital asset question on their return. [Tax Tip 20...tal assets | Outlook]

4. State Tax Changes

Several states have enacted significant tax changes for 2026, including income tax phase-outs, property tax relief, and changes to Social Security benefit taxation. Check your state’s latest rules for potential savings. [2026 State...s Families | Outlook]

“The word accounting comes from the word accountability. If you are going to be rich, you need to be accountable for you...
01/31/2026

“The word accounting comes from the word accountability. If you are going to be rich, you need to be accountable for your money.” – Robert Kiyosaki

01/31/2026

Key Life Insurance Facts (2025–2026) Ownership & Coverage
• About half of U.S. adults (51–60%) own life insurance, but ownership has declined from 63% a decade ago.
• 102 million adults need life insurance but do not have it, often due to perceived costs and competing financial priorities.
• 40–42% of Americans believe they need more coverage, indicating a significant gap.
• 30% of Americans would face financial hardship within one month if the primary income earner passed away.

It's time to protect your family!
If you need life insurance feel free to contact me at 504-957-4898



Address

12941 Parlange Court
New Orleans, LA
70128

Opening Hours

Monday 8am - 10pm
Tuesday 8am - 10pm
Wednesday 8am - 10pm
Thursday 8am - 10pm
Friday 8am - 5pm
Sunday 8am - 10pm

Telephone

+15049574898

Website

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