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.
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.
A complimentary introductory call to understand your needs and determine how we can help. No preparation required.
Phone + intake required · 24h notice
Book Complimentary Consultation →In-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 →Comprehensive consultation for complex matters: SEC reporting, IPO readiness, entity restructuring, or multi-entity tax strategy.
Book Consultation →Tax strategy, capital markets insight, and planning moves — straight from Kurt's desk, monthly.