Simmons Financial Group

Simmons Financial Group My name is Lakesha Simmons. I offer a wide variety of financial services catering to small businesses

Robin with Simmons financial group - Chicago Happy to be at the 2026 Tax Professionals Conference in New Orleans! Invest...
08/04/2026

Robin with Simmons financial group - Chicago
Happy to be at the 2026 Tax Professionals Conference in New Orleans! Investing in knowledge allows me to provide more value, stronger guidance, and informed solutions for individuals and businesses.

If you’re looking for a tax professional who stays educated, values accuracy, and is committed to helping you navigate your tax needs with confidence, I’d love to connect.

Feel free to reach out if you’re looking for tax preparation, tax planning, or business tax support. Let’s work together to put you in the best financial position possible.

FinancialSuccess BusinessGrowth

Simmons Financial Group is attending the with the for the second year in a row. This year we are attending Chomsky t...
08/04/2026

Simmons Financial Group is attending the with the for the second year in a row. This year we are attending Chomsky the home city in
We are soaking up as much knowledge as we can! all new tax laws, old tax laws that still stand, compliance, due diligence and etc for the 2027 tax season/2026 tax year! We can’t wait to use this knowledge for the upcoming season ! This taser the team has also geared up and joined me at the Seminars! Stay tuned! As always, Thank you for your continued support!

Lakesha Simmons - CEO

Incase you missed my memo on yesterday •The path act is now lifted •IRS is now processing returns with EITC/ACTC •Two ma...
02/20/2026

Incase you missed my memo on yesterday
•The path act is now lifted
•IRS is now processing returns with EITC/ACTC
•Two major refund dates approaching February 23rd & February 25th

If you haven’t already filed contact me today to get started !
Text or call 504-232-9626 financial.group

Quick glimpse into my world Here is a w2 client that ya’ll call “straight forward” my client pulled from their retiremen...
02/05/2026

Quick glimpse into my world

Here is a w2 client that ya’ll call “straight forward” my client pulled from their retirement fund last year. Early withdrawals are taxed and penalized. Retirement funds are also added to your AGI as income. With the tax and penalty from her retirement and her w2 her refund starts at $7690.

Stay with me, this is where it gets fun. 🫡

An exception to the 10% penalty is allowed if they withdrew due to a federally declared disaster. She’s in Houston, Houston had flooding last year and fema declared a disaster in July. I researched the disaster info from the fema website, added it to the return and her new refund amount is the $8712. She worked a little overtime last year and once that was entered it brought her to $8754. She also has a HSA (health savings account, code w box 12 on the w2) once i added form 8889 to the return for her HSA it brought her final refund amount to $9174 😮‍💨

No illegal credits or falsified returns! And still a decent refund without lowering her AGI. Nothing about this is “straight forward”. It takes knowlwdge of the industry laws and contonuing education to be able to provide top tier service to your clients.
Simmons Financial Group is that! Contact me today for assistance with your refund. I’m worth what I charge 🫶🏾 504-232-9626 to get started

Had a new baby in 2025? Here is some information you can use! Contact me today to learn more ! 📲504-232-9636
01/22/2026

Had a new baby in 2025? Here is some information you can use! Contact me today to learn more !
📲504-232-9636

File with one of the ladies here at Simmons Financial Group and be entered in a drawing to Win a brand new Ninja Slushie...
01/16/2026

File with one of the ladies here at Simmons Financial Group and be entered in a drawing to Win a brand new Ninja Slushie Machine !
contact us today and ask to file with Maggie, Robin, Duana, or Chanell! use our mobile app for an additional chance to win a $100 visa gift card!

Atlanta Office File your taxes with Chanell Carter
01/09/2026

Atlanta Office
File your taxes with Chanell Carter

Chicago Office File your taxes with Robin Petty
01/09/2026

Chicago Office
File your taxes with Robin Petty

Address

New Orleans, LA

Opening Hours

Monday 9am - 4pm
Tuesday 9am - 4pm
Wednesday 9am - 4pm
Thursday 9am - 4pm
Friday 9am - 4pm

Telephone

+15042366984

Website

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