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