CO Tax & Accounting Services
Kurt Simmons CPA provides comprehensive tax and financial services to individuals and businesses in San Diego, California. Our virtual-first practice model delivers Top 10 firm expertise to San Diego 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 San Diego, California clients without the need for an additional state license. San Diego 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 San Diego, CA
San Diego Individual Tax Preparation
Comprehensive federal and California tax return preparation, including complex returns with investments, rental properties, and self-employment income.
Learn More →San Diego Business Tax Services
Tax preparation and planning for San Diego businesses including S-Corps, C-Corps, partnerships, LLCs, and sole proprietorships.
Learn More →San Diego Cryptocurrency Tax
Specialized crypto tax services for San Diego investors and traders. DeFi, NFTs, staking rewards, and exchange reporting handled with expertise.
Learn More →San Diego Trader Tax Services
Mark-to-market elections, wash sale tracking, and tax optimization strategies for San Diego active traders.
Learn More →San Diego IRS Resolution
Professional representation before the IRS for San Diego taxpayers facing audits, collections, liens, levies, or offers in compromise.
Learn More →San Diego 83(b) Elections
Equity compensation planning and 83(b) election filing for San Diego startup employees and founders receiving restricted stock.
Learn More →San Diego Financial Statement Audits
Full-scope GAAS-compliant financial statement audits for San Diego businesses, nonprofits, and organizations requiring independent assurance.
Learn More →San Diego Review Engagements
Limited assurance engagements providing meaningful confidence in financial statements for lender requirements and stakeholder reporting.
Learn More →San Diego Compilations
Professionally prepared financial statements from management-provided data for internal reporting, small business needs, and bank presentations.
Learn More →San Diego Agreed-Upon Procedures
Targeted, customized engagements designed to address specific areas of concern with flexible scope tailored to stakeholder needs.
Learn More →San Diego Employee Benefit Plan Audits
DOL-compliant audits for 401(k), pension, and employee benefit plans meeting ERISA filing requirements and fiduciary obligations.
Learn More →San Diego Tax Strategy & Advisory
Proactive, year-round tax planning that identifies savings opportunities. Entity structure optimization, multi-state planning, and strategic initiatives.
Learn More →San Diego Cost Segregation Studies
Engineering-based analysis to accelerate depreciation deductions on commercial and residential rental properties, maximizing cash flow.
Learn More →San Diego Virtual CFO Services
Fractional CFO capabilities including financial modeling, cash flow management, KPI dashboards, and strategic financial leadership.
Learn More →San Diego Business Consulting
Operational assessments, process improvement, internal control design, and strategic planning to drive efficiency and profitability.
Learn More →San Diego Estate & Succession Planning
Comprehensive estate planning, business succession strategies, and wealth transfer optimization for business owners and high-net-worth individuals.
Learn More →San Diego Capital Markets Advisory
Securities compliance, regulatory guidance, and capital markets advisory for San Diego businesses navigating public offerings, private placements, and broker-dealer requirements.
Learn More →Colorado (CO) Tax & Business Landscape
San Diego Business Profile. San Diego is a key economic center within California, 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 San Diego-based clients including business owners, founders, high-net-worth individuals, real estate investors, active traders, and crypto holders.
California Tax Considerations for San Diego Residents. San Diego taxpayers must navigate federal, California 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 San Diego Clients. Under the AICPA/NASBA CPA Mobility Act adopted by California, a CPA licensed in good standing in another U.S. state may provide attestation, tax, and advisory services to San Diego clients without obtaining a separate California license. Kurt Simmons is a CPA in active good standing in Maryland, Delaware, and Florida, and is fully authorized to serve San Diego, California individuals, businesses, and nonprofits.
Why a Virtual CPA Works for San Diego. San Diego 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 San Diego 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 San Diego, California
Our virtual practice serves San Diego clients regardless of neighborhood or location within San Diego. All consultations, document exchange, and communications happen securely online — making top-tier CPA services accessible to every San Diego business owner and individual taxpayer.