Kurt Simmons CPA, Founder of KAS Accounting

Kurt Simmons, CPA founded KAS Accounting & Wealth Services, LLC. He leads a virtual-first CPA practice focused on tax strategy, audit and attestation, trader tax, real estate, and advisory work for clients nationwide / all 50 states where permitted.

Kurt Simmons, CPA, MBA — Founder of Kurt Simmons CPA

Kurt Simmons

CPA · MBA · SERIES 65(Passed)

Who Is Kurt Simmons CPA?

Kurt Simmons, CPA founded KAS Accounting & Wealth Services, LLC. He leads a virtual-first CPA practice focused on tax strategy, audit and attestation, trader tax, real estate, and advisory work for clients nationwide / all 50 states where permitted.

Our Expertise

Kurt has 15+ years professional experience working in both public and private accounting. During his tenures at both a top 10 international firm headquartered in Ohio; CBIZ, Inc. (NYSE:CBZ) and a regional firm in Maryland, Kurt has provided financial statement audit, review, and compilation services across many different industries.

From a tax perspective, Kurt focuses on providing strategic tax initiatives that independently create value for business owners.

Kurt has focused his efforts within the non-profit, construction, real estate, and automotive industries. His tenure in private accounting includes SOX 404 ICFR framework, with a company deemed a large accelerated filer under SEC regulations and listed on the NYSE. Kurt also worked for a high profile non-profit in Washington DC.

He has extensive experience assisting businesses with critical issues, including revenue recognition principles, design of internal control systems, and complex financial reporting. Kurt has been instrumental in adding value to the clients he serves and enjoys partnering with businesses on each of their unique journeys.

What Sets Us Apart

Unlike most CPA firms, Kurt Simmons CPA brings a rare combination of traditional accounting rigor and real capital markets experience. With capital markets background and as an active trader, Kurt understands derivatives, futures contracts, and complex financial instruments from the inside — not just from a textbook. When you're navigating day trader election strategies, Section 475 questions, or 83(b) filings, you're working with someone who speaks your language.

By being a digital CPA firm, we are positioned to work together without you ever having to leave your home or office. Our technology-driven approach means faster turnarounds, secure document exchange, and real-time collaboration regardless of your location.

Current Affiliations

  • American Institute of Certified Public Accountants (AICPA)
  • Financial Industry Regulatory Authority (FINRA)

Core Competencies

  • SOX 404 ICFR Framework
  • SEC Reporting & Compliance
  • Revenue Recognition (ASC 606)
  • Internal Control Design
  • Digital Asset Taxation

Ready to Work Together?

Schedule a consultation to discuss your needs and learn how our unique combination of accounting expertise and capital markets experience can benefit you.

The Footnote

Where the real numbers live.

Tax strategy, capital markets insight, and planning moves — straight from Kurt's desk, monthly.

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Maryland CPA License — Kurt Simmons