Where accounting rigor meets real market experience. Advisory services built on actual capital markets participation — not just textbook knowledge.
Most CPAs view capital markets through a purely academic lens. Kurt Simmons brings a rare combination of Top 10 firm audit experience alongside a deep capital markets background and active participation in derivatives, futures, and digital asset markets.
This means when you're navigating complex financial instruments — options strategies, futures contracts, or Section 1256 elections — you're working with an advisor who understands the mechanics from the inside.
Technical accounting and drafting support for SEC registrants — acting as an extension of management for complex reporting. Audit and attest services for SEC registrants are performed by PCAOB-registered firms.
Tax strategy and accounting for options, futures, swaps, and structured products with practitioner-level insight.
Preparing companies for public markets with the financial reporting infrastructure investors and regulators demand.
Kurt brings an extensive background in regulated markets, including successfully passing the Series 65 securities examination. This level of market fluency is rarely found in a CPA firm, and it informs the technical depth behind every capital markets engagement.
Verify on FINRA BrokerCheck →Schedule a consultation to explore how our capital markets expertise can support your business goals, whether you're navigating SEC compliance, optimizing trader taxation, or preparing for a major transaction.