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