Book a CPA Consultation Online
Book a CPA appointment or consultation with Kurt Simmons CPA for tax planning, audit questions, trader tax, advisory work, proposal scoping, or RFP follow-up by video call or phone, nationwide / all 50 states where permitted.
Schedule Your Appointment
Choose the KAS CPA appointment type that fits the issue: initial consultation, tax strategy session, or focused CPA 1-on-1 consult. Meetings are conducted by video call or phone for clients nationwide / all 50 states where permitted.
Initial Client Consultation
30 min · ComplimentaryA complimentary introductory call to understand your needs and determine how we can help. No preparation required.
Phone + intake required · 24h notice
Book Complimentary Consultation →Tax Strategy Session
30 min · ComplimentaryIn-depth discussion of your tax situation, strategy options, and optimization opportunities. Complimentary for businesses with revenues over $100k.
Phone + intake required · 24h notice
Book Tax Session →CPA 1-on-1 Consult
30 min · $125Comprehensive consultation for complex matters: SEC reporting, IPO readiness, entity restructuring, or multi-entity tax strategy.
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