Visit Us in Office 10:00 AM to 5:00 PM
BY APPOINTMENT
10:00 AM TO 10:00PM
VIRTAULLY
11595 Kelly Rd, Fort Myers, FL 33908, USA
EMAIL [email protected]
CALL OR TEXT
Phone: (833) 348-7734
Plan Your Legacy with Confidence
Your Legacy Deserves More Than a Template
Life's biggest decisions deserve expert guidance. At TS Simmons, we help Fort Myers families create estate plans that protect their assets, honor their wishes, and provide lasting peace of mind.
Our Services
Wills & Directives That Work
Your wishes, crystal clear and legally sound
No one wants to think about the "what ifs"—but planning for them is one of the greatest gifts you can give your family. We'll help you create comprehensive wills, healthcare directives, and living wills that ensure your voice is heard when it matters most.
Retirement Planning That Lasts
More than just saving—strategic planning for your golden years
You've worked hard for your retirement. Now let's make sure it works hard for you. From IRA optimization to Social Security strategies, we'll help you maximize every dollar while minimizing taxes so your retirement savings last as long as you need them to.
Essential Legal Documents
More than just saving—strategic planning for your golden years
Powers of attorney, healthcare proxies, HIPAA authorizations, beneficiary designations—these aren't just documents, they're your safety net. We work alongside qualified attorneys to ensure every form meets state requirements and truly protects you.
Smart Gifting Strategies
Pass on wealth, not tax burdens
Want to help your kids buy a home? Support your grandchildren's education? We'll show you how to gift strategically using annual exclusions and lifetime exemptions—so your generosity goes further and the IRS takes less.
The TS Simmons Difference
No Cookie-Cutter Solutions
Every family is unique. Your estate plan should be too. We take time to understand your family dynamics, your values, and your vision for the future before recommending anything.
Tax Expertise That Saves You Money
Estate planning and tax planning go hand-in-hand. As Fort Myers' #1 trusted tax prep office, we spot opportunities others miss—helping you make decisions that benefit both your estate and your current tax situation.
A Network You Can Trust
We've built strong relationships with estate attorneys, financial advisors, and specialists across Southwest Florida. When you work with us, you get access to a full team of experts—all working together for you.
Start With a Free Estate Planning Review
Not sure where to begin? Let's talk.
In your complimentary consultation, we'll:
Review your current estate documents (or help you start from scratch)
Identify gaps and opportunities you might be missing
Show you tax-smart strategies that protect more of your wealth
Create a clear action plan tailored to your family's needs
Answer all your questions in plain English—no legal jargon
Because the best time to plan for tomorrow is today.
Contacts
Connect With Us Daily
Virtually 10:00 AM to 10:00 PM
In Office By Appointment: 10:00 AM to 6:00PM
Office: 11595 Kelly road Suite 315 Ft. Myers, Florida 33908
Call: (833) 348-7734
We are proud to offer a wide range of comprehensive services to meet the needs of individual taxpayers and business owners. Our team of tax professionals specializes in limiting your tax liability and maximizing your tax refund.
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