Specializing in Small Busines Accounting & Tax Services

“Our firm offers a wide range of services to our individual and business clients. Because our firm is relatively small, our clients benefit by getting personalized, quality service that is beyond comparison.”

 – Brian Kurtz, CPA

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ACCOUNTING

Providing financial information to our clients in a timely and accurate manner is a commitment that we feel cannot be compromised. Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis. Our firm provides a full range of cost effective accounting services.

CONSULTING

We gauge our worth by the personal and business successes of our clients. We can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound. In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business.

TAX SERVICES

We prefer to take a proactive vs. reactive approach to tax services. By keeping current on new tax laws and legislation, we are in a position to identify key tax planning opportunities that minimize both your current and future tax liabilities. We provide our individual and business clients with the taxation expertise and knowledge that they deserve throughout the year.

OTHER SERVICES

Due to our diverse client base, we encounter a wide array of financial and tax issues. As a result, we have gained valuable experience over the years in numerous specialized areas, many of which are listed below. We feel our ability to provide such a variety of services reflects our versatility and competency, as well as our dedication to quality client service.

“YOUR BUSINESS is our business”

Brian D Kurtz PC is a locally-owned full-service CPA Firm, located in Mt. Pleasant, SC, that specializes in Small Business Solutions and Individual Tax Filing Support.

We specialize in tax filing, accounting, bookkeeping, payroll and other support services for your individual and small business needs. Our “hands on” approach starts with a free initial consultation at your place of business, or if you prefer, at our Mt. Pleasant office. We service Charleston, SC and its surrounding towns of Mt. Pleasant, James Island, Johns Island, Folly Beach, Summerville, Goose Creek, Daniel Island and North Charleston. Brian Kurtz is a registered Quickbooks Pro Advisor and also has experience with Peachtree software.

Our unique approach includes VISITING our clients so that we can better get to know their businesses in order to focus on their needs. We are dedicated to our clients and endeavor to provide professional service and guidance of the highest quality, while maintaining an approachable, friendly manner.

What Our Clients Are Saying

  • I have three sandwich shops and have worked with Brian and his accounting team for over four years. Brian is professional, easy to work with, knows his business well and thoroughly reviews the P&Ls with me each month. One of the many things I like about working with Brian is that he responds to emails quickly. I have recommended him to at least two other small business owners, who now work with him and have thanked me for the recommendation.

    Tonya, President
    McGue Investments LLC

  • Our Companies Charleston Navigation Inc , Charleston Branch Pilots Association and South East Ocean Response LLC have been using Brian Kurtz CPA firm for 5 years . Brian and his team have been a great addition to our companies providing a wealth of services including internal accounting, payroll , government filings and and human resource assistance. We could not be happier with their professionalism , integrity and hard work. I would recommend his firm to anyone without hesitation.

    John Thomas, Treasurer
    Whit Smith, President

  • Brian Kurtz and his amazing staff are some of the best people to work with for your accounting needs. As a co-owner with Jen Leitch, we have three, soon to be four, local fitness studios with many employees, the value of expertise Brian and his staff offer and their professionalism is unsurpassed. They are always looking out for our best interest as business owners and as friends. The staff is prompt, accessible, easy to relate with, and can break down the complexity of all your accounting needs. I highly recommend Brian Kurtz, CPA to help you with your personal or small business needs, they won't disappoint! I have to give a shout out to Mary, she is fantastic and I appreciate her willingness to take my weekly calls!

    Jenn Vannatta, Owner

  • Brian Kurtz brings Southern Hospitality to the business arena. He and his team have assisted us over the past seven years in growing and caring for our business. With his personal attention we have grown our sales while managing expenses; helping us to serve our community and win awards for Best Corner Store Market in Charleston. We appreciate the passion he works with and the friendship he has brought to our business and family.

    Omar and Julia
    Bert’s Market, Folly Beach

  • Brian Kurtz has created the perfect accounting firm for small and medium sized businesses. Brian has a much broader depth of business management and financial experience than the typical accounting firm. As a result, he totally understands the importance of financial management in small and medium sized businesses and has a great appreciation for the responsiveness and flexibility that are so essential to business owners and managers. Brian and his team are total professionals and always deliver at the highest levels. I highly recommend the Kurtz firm. You will not find a better one!

    Nicholas Glover, CEO
    PEC360 (a 5-year client of Kurtz)

  • We have found the Brian D Kurtz CPA firm to be of critical importance to the structuring, planning and accounting functions for our company. They have been at our side as we navigate between all the challenges faced by any small business but also anticipatory, creative and proactive in the unique aspects of our business.

    John Wilderman, President
    The Wilderman Group

  • We are a team-based multidisciplinary private practice serving the greater Charleston area providing cognitive and academic, speech and language, and social/emotional/behavioral evaluation, intervention and therapy. We’ve been Brian Kurtz’s client since November 2015. The transition from our old accounting firm to Brian’s firm couldn’t have been easier. Brian and his staff members are easily accessible, always responding to our needs faster than expected. Brian is like another member of our team, serving in a Chief Financial Officer role. He is truly invested in growing our business. He’s not only experienced and knowledgeable, but he is personable and easy to understand. With Brian’s help, we’ve streamlined our bookkeeping and payroll processes, and saved money each month, since his rates are so reasonable. We couldn’t have found a better match for our practice.

    Julie Wood and Meg Humphrey, Co-owners
    Breakwater Associates

  • Brian Kurtz, CPA and his team have been with me since the first day that I began my small business. That was almost 6 years ago and they are still with me. Brian is always available for quick questions and the occasional challenging ones. Mary Parnell works with me almost every day with my company payroll, client invoices and the many random requests I make of her. Everyone in the office is efficient, trustworthy, flexible and friendly. I feel they always have my back. I cannot imagine where I would be today without their knowledge and support.

    Pam Chambers, President
    CMK Home Care of Charleston

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