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