No business can operate alone; we all need a large group of other individuals and businesses to help us succeed. At Garan Commercial Properties, when one of our clients needs someone to help their business grow, we look into our list of contacts to see if we can find someone with the requisite skills to further aid our client or their business.

Let’s meet David Kurtz, CPA, one of the people we know:

1. Please provide a brief history of your current business and/or area of expertise.

Kurtz & Company is a Dallas based, 17-year old, 10-person niche CPA firm that provides federal and state income tax planning, return preparation, and compliance services.

2. What is your specialty or target market(s)?

Although we provide tax services to all, our target markets are those individuals and businesses involved in real estate, oil & gas, entrepreneurial, international and multi- state businesses. 

3. What are the greatest challenges facing your clients presently? 

We hear from our clients most often that the so-called Great Recession and the jobless recovery have made it very difficult to transact business, borrow money and otherwise raise capital.  

4. What advice do you give clients or potential clients to overcome these challenges? 

Almost everyone I meet with, read about, or listen to is having the same issues, so we encourage our clients to remain positive, work long and hard hours, be as innovative, patient, and flexible as possible and continually and carefully manage their personal and business cash flows.   

You do not need to have a lot in the bank at the end of this market to survive, but you must have something.  Prepare, Plan, and Produce intelligently without breaking the bank and you will weather the storm.

5. What, if any, positive aspects do you see in the current market?

Given the current business climate and the need to be industrious, creative, and patient, we may all learn to improve our cash management, business planning, and the management, marketing and selling of our products and services. 

6. What is your outlook for the remainder of this year? Next year?

The economy and business activity for the first half of 2010 was generally better and trending positive compared to 2008 and 2009.  However, that seems to have stalled and may reverse somewhat during the second half of 2010 and maybe into 2011.  The recent news stories seem to be about the business environment becoming uncertain and more challenging, but there should be gradual improvement.

7. What separates you from your competition?

I feel our substantial and specific background and experience in providing federal and state income tax services to real estate, oil & gas, entrepreneurial, international and multi-state businesses, our diligence and thoroughness in our work, and our frequent communication with our clients sets us apart from other accounting firms.   

8. What is the greatest satisfaction that you get from operating your business?

    I gain great satisfaction in my business through working with our clients and my employees on the various income tax issues and opportunities which result in our clients legally minimizing their federal and state income taxes, penalties and interest.

9. What are some points you hope clients take away from their initial meeting with you?  After conducting and completing business with you?

It is my hope clients will take away the knowledge of our high level of professionalism and our desire to provide the most beneficial tax services for themselves and their business which will form the basis of a long term relationship based on consistent beneficial results and excellent client service.

10. How may people contact you?

I can be reached at 972.383.7305, or directly at 972.841.3359.  Feel free to contact me by email at david.kurtz@kurtzcpa.com or visit the Kurtz & Co website at www.kurtzcpa.com.  We look forward to helping you with your tax needs.

We hope you have enjoyed learning a little about David Kurtz and his Dallas, Texas based CPA firm, Kurtz & Company P.C.

Check back often to meet more of the people we know who can help you and your business succeed.