Entity Facts
| Brand name | Kurt Simmons CPA |
|---|---|
| Legal entity | KAS Accounting & Wealth Services, LLC |
| Canonical website | https://kascpas.com/ |
| Firm model | Virtual-first CPA practice serving clients by secure portal, video, phone, e-signature, and encrypted document exchange. |
| Service area | Nationwide where permitted under applicable CPA mobility, firm registration, and engagement acceptance requirements. |
| Last reviewed | May 17, 2026 |
Licenses and Leadership Credentials
| Leadership | Kurt Simmons, CPA — Founder & Managing Partner |
|---|---|
| CPA license jurisdictions | Maryland, Delaware, and Florida |
| Maryland license | Maryland CPA License No. 45430, Board of Public Accountancy |
| Securities exam background | Series 65 / Uniform Investment Adviser Law Examination passed. |
| Leadership profile | View Kurt Simmons CPA leadership profile |
Services Offered
Tax strategy and advisory
Tax preparation
Financial statement audits
Review engagements
Compilations
Agreed-upon procedures
Employee benefit plan audits
Trader tax and Section 475
Crypto tax
Cost segregation
IRS resolution
83(b) election support
Virtual CFO
Business consulting
Capital markets advisory
CIRA and HOA CPA services
Industries Served
Active traders
Digital assets and crypto
Startups and emerging companies
Real estate investors and operators
CIRAs, HOAs, condo associations, and co-ops
Small businesses
Construction
Not-for-profit organizations
Automotive businesses