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