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The Difference

Your CPA Shouldn't Have to Google What a Futures Contract Is

Most CPAs treat active trading income and complex investment reporting as an afterthought. We built our practice around the details. With hands-on experience in derivatives markets, tax elections, and investor reporting, we provide tax strategy that's informed by actual market participation — not just textbook knowledge.

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CPA
Series 65
(Passed)
50
States Served
Now Accepting New Clients

A Full-Service CPA Firm Built for the Modern Economy

Attestation, tax, and advisory services from a founder-led CPA firm with capital markets experience and a Series 65 examination background, serving entrepreneurs, active traders, real estate investors, and growth-stage businesses nationwide / all 50 states where permitted.

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CPA
Series 65
(Passed)
50
States Served
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AICPA Member
Series 65 (Passed)
Secure Client Portal
Virtual-First Firm
CPA-Led Firm
Kurt Simmons, CPA
Founder-Led CPA Relationship

Work directly with Kurt Simmons, CPA.

Clients work directly with Kurt Simmons, CPA, a licensed CPA who pairs audit rigor with capital markets experience, a Series 65 examination background, and a virtual-first service model built for complex financial lives.

CPA Practice Practice mobility review for nationwide service where permitted
Attestation Discipline Audits, reviews, compilations, and agreed-upon procedures
Market Fluency Trader tax, equity planning, and investor reporting
Virtual Delivery Secure portal workflows for clients nationwide where permitted
Why Kurt Simmons CPA

Not Your Average
Accounting Firm

We combine deep technical accounting with real-world capital markets experience. Our founder has passed the Series 65 securities examination and brings audit, advisory, and market fluency to complex client decisions.

01

Capital Markets DNA

Trader with capital markets experience. We understand derivatives and complex financial instruments from the inside — not just the tax forms.

02

Fixed-Fee Engagements

We define the scope and fee before work begins, so you know what to expect. If the work changes, we agree on the revised scope before moving forward.

03

Virtual-First, National Reach

Fully digital practice serving clients in all 50 states. No commutes, no waiting rooms — just secure, efficient collaboration from wherever you are.

04

Boutique Attention, Big Firm Capability

Full attestation services including audits, reviews, and compilations alongside strategic tax advisory — without the overhead and impersonal service of large firms.

Our Services

Comprehensive Financial Solutions

From attestation engagements to strategic tax planning and IRS dispute resolution — delivered with the rigor of a regional firm and the responsiveness of a dedicated advisor.

●

Assurance Services

  • Financial Statement Audits
  • Review Engagements
  • Compilations
  • Agreed-Upon Procedures
  • Employee Benefit Plan Audits
Learn More →

Tax Services

  • Tax Strategy & Advisory
  • Individual & Business Tax Preparation
  • Cryptocurrency & Digital Asset Tax
  • Day Trader & Active Investor Tax
  • 83(b) Election Filings
  • IRS Resolution & Representation
  • Cost Segregation Studies
Learn More →

Advisory Services

  • Virtual CFO & Controller Services
  • Capital Markets Advisory
  • Business Consulting & Growth Strategy
  • Estate & Succession Planning
  • Entity Structure & Formation
Learn More →
Industries We Serve

Deep Expertise Where It Matters

Specialized knowledge across the industries and client profiles where our capital markets background and technical depth create the most value.

Not-for-Profit

990 filings, single audits

Construction

Job costing, bonding, WIP

Active Traders

Futures, options, day trading

Startups & Tech

83(b), R&D credits, fundraising

Real Estate

Investors, CIRA, cost seg

Small Business

Growth advisory, compliance

Automotive

Dealership, fleet operations

₿

Digital Assets

DeFi, staking, mining

The Difference

Your CPA Shouldn't Have to Google What a Futures Contract Is

Most CPAs treat active trading income and complex investment reporting as an afterthought. We built our practice around the details. With hands-on experience in derivatives markets, tax elections, and investor reporting, we provide tax strategy that's informed by actual market participation — not just textbook knowledge.

Start a Conversation
CPA
Founder-Led Firm
50
States Served
Series 65
(Passed)
24/7
Digital Access
Insights & Education

Latest Thinking

View All Insights
Audit and Assurance

ASU 2024-03 DISE Readiness: Build the Expense Data and Controls Before 2027

A technical brief for public companies implementing ASC 220-40 expense disaggregation, selling-expense disclosures, data lineage, controls, and transition decisions.

August 8, 2026
Tax Strategy

2026 Itemized Deduction Planning: How High Earners Can Protect the Full Tax Benefit

A 2026 planning guide to the Section 68 itemized deduction limitation, 37% bracket thresholds, charitable contribution floor, SALT ordering, estimated taxes, and high-earner year-end decisions.

August 1, 2026
Tax Strategy

2026 QSBS Planning: The Section 1202 Expansion for Startup Founders

A 2026 planning guide for startup founders using the expanded Section 1202 QSBS rules, including 3/4/5-year exclusion tiers, the $15M per-issuer cap, the $75M gross asset test, Section 1045 rollovers, and exit documentation.

July 25, 2026
Get Started

Ready to Work with a CPA
Who Gets It?

Whether you need attestation services, strategic tax planning, or specialized guidance for traders, investors, and growth-stage companies — we're ready to help you navigate complexity with confidence.

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The Footnote

Where the real numbers live.

Tax strategy, capital markets insight, and planning moves — straight from Kurt's desk, monthly.

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