CO Tax & Accounting Services
Kurt Simmons CPA provides comprehensive tax and financial services to individuals and businesses in New York City, New York. Our virtual-first practice model delivers Top 10 firm expertise to New York City clients without geographic limitation, with deep specialization in capital markets, attestation, cryptocurrency, trader tax, and complex tax planning.
Under the CPA Mobility Act, our CPA — licensed in Maryland, Delaware, and Florida — is authorized to provide the full range of attestation, tax, and advisory services to New York City, New York clients without the need for an additional state license. New York City individuals and businesses receive the same comprehensive service as our home-state clients: financial statement audits, tax strategy, IRS representation, virtual CFO services, and every other service we offer.
CPA Services Available in New York City, NY
New York City Individual Tax Preparation
Comprehensive federal and New York tax return preparation, including complex returns with investments, rental properties, and self-employment income.
Learn More →New York City Business Tax Services
Tax preparation and planning for New York City businesses including S-Corps, C-Corps, partnerships, LLCs, and sole proprietorships.
Learn More →New York City Cryptocurrency Tax
Specialized crypto tax services for New York City investors and traders. DeFi, NFTs, staking rewards, and exchange reporting handled with expertise.
Learn More →New York City Trader Tax Services
Mark-to-market elections, wash sale tracking, and tax optimization strategies for New York City active traders.
Learn More →New York City IRS Resolution
Professional representation before the IRS for New York City taxpayers facing audits, collections, liens, levies, or offers in compromise.
Learn More →New York City 83(b) Elections
Equity compensation planning and 83(b) election filing for New York City startup employees and founders receiving restricted stock.
Learn More →New York City Financial Statement Audits
Full-scope GAAS-compliant financial statement audits for New York City businesses, nonprofits, and organizations requiring independent assurance.
Learn More →New York City Review Engagements
Limited assurance engagements providing meaningful confidence in financial statements for lender requirements and stakeholder reporting.
Learn More →New York City Compilations
Professionally prepared financial statements from management-provided data for internal reporting, small business needs, and bank presentations.
Learn More →New York City Agreed-Upon Procedures
Targeted, customized engagements designed to address specific areas of concern with flexible scope tailored to stakeholder needs.
Learn More →New York City Employee Benefit Plan Audits
DOL-compliant audits for 401(k), pension, and employee benefit plans meeting ERISA filing requirements and fiduciary obligations.
Learn More →New York City Tax Strategy & Advisory
Proactive, year-round tax planning that identifies savings opportunities. Entity structure optimization, multi-state planning, and strategic initiatives.
Learn More →New York City Cost Segregation Studies
Engineering-based analysis to accelerate depreciation deductions on commercial and residential rental properties, maximizing cash flow.
Learn More →New York City Virtual CFO Services
Fractional CFO capabilities including financial modeling, cash flow management, KPI dashboards, and strategic financial leadership.
Learn More →New York City Business Consulting
Operational assessments, process improvement, internal control design, and strategic planning to drive efficiency and profitability.
Learn More →New York City Estate & Succession Planning
Comprehensive estate planning, business succession strategies, and wealth transfer optimization for business owners and high-net-worth individuals.
Learn More →New York City Capital Markets Advisory
Securities compliance, regulatory guidance, and capital markets advisory for New York City businesses navigating public offerings, private placements, and broker-dealer requirements.
Learn More →Colorado (CO) Tax & Business Landscape
New York City Business Profile. New York City is a key economic center within New York, home to a mix of professional services, technology, real estate, healthcare, and small-to-mid-market businesses. Our virtual practice serves a wide range of New York City-based clients including business owners, founders, high-net-worth individuals, real estate investors, active traders, and crypto holders.
New York Tax Considerations for New York City Residents. New York City taxpayers must navigate federal, New York state, and (in some jurisdictions) local tax obligations. We coordinate multi-jurisdictional tax planning to optimize total tax liability — particularly for residents with multi-state income, business activity, or recent relocations.
CPA Mobility for New York City Clients. Under the AICPA/NASBA CPA Mobility Act adopted by New York, a CPA licensed in good standing in another U.S. state may provide attestation, tax, and advisory services to New York City clients without obtaining a separate New York license. Kurt Simmons is a CPA in active good standing in Maryland, Delaware, and Florida, and is fully authorized to serve New York City, New York individuals, businesses, and nonprofits.
Why a Virtual CPA Works for New York City. New York City business owners and high-earning individuals increasingly demand the flexibility of virtual professional services. We deliver every aspect of CPA service — consultations, document exchange, signatures, planning meetings — through secure technology, eliminating the friction of in-person scheduling without compromising depth or accessibility.
Why New York City Clients Choose Us
- Deep expertise in cryptocurrency and digital asset taxation
- Specialized knowledge for active traders and investors
- CPA with capital markets background who understands the markets
- Technology-forward practice with secure client portal
- Responsive communication via video, phone, or secure messaging
- Transparent, competitive pricing with no surprise fees
Proudly Serving New York City, New York
Our virtual practice serves New York City clients regardless of neighborhood or location within New York City. All consultations, document exchange, and communications happen securely online — making top-tier CPA services accessible to every New York City business owner and individual taxpayer.