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TOP 30 Certified tax advisor in Kansas City, MO
9 results found
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Troutt Beeman & Co., P.C. CPAs and Business Advisors
Troutt Beeman & Co., P.C. CPAs and Business Advisors is a renowned accounting and finance institution located at 1212 Locust Street in Harrisonville, Missouri. With over 50 years of experience, we have proudly served individuals, small businesses, non-profits, and governmental entities in the Kansas City Metro area. Our team is dedicated to providing exemplary accounting, audit, and business advisory services, building lasting relationships with a personalized, hands-on approach. We offer tailored Business Advisory Services to help you achieve your long-term goals, whether it's accounting, payroll, strategic planning, or online presence. Our highly skilled auditors ensure the highest level of assurance and compliance, while our certified public accountants offer a wide range of tax services, including planning, preparation, payroll, and IRS representation. Trust Troutt Beeman & Co. to be your reliable partner for all your financial needs.
Williams Tax & Accounting, CPA Firm
Williams Tax & Accounting is a reputable CPA Firm located in Kansas City, Missouri. Our team of experienced professionals offers a wide range of accounting and finance services to individuals and businesses alike. Whether you need help with tax preparation, bookkeeping, or financial planning, our experts are here to provide personalized solutions to meet your specific needs. Visit us at 7280 Northwest 87th Terrace to see how we can help you achieve your financial goals.
Merrill Lynch Financial Advisor Lisa Shaw
Merrill Lynch Financial Advisor Lisa Shaw, located at 4801 Main Street, Kansas City, Missouri, is a trusted First Vice President and Wealth Management Advisor with over 32 years of experience in investment and financial services. Lisa holds certifications as a Certified Private Wealth Advisor, Chartered Retirement Planning Counselor, and more. She specializes in serving high-net-worth clients with advanced wealth management topics such as portfolio management, retirement planning, risk management, tax minimization, estate planning, and more. Lisa takes a consultative and customized approach to wealth management, understanding each client's unique financial needs and priorities to create a personalized strategy for financial success. With a focus on building strong client relationships based on trust and personalized service, Lisa and her team at Merrill Lynch Wealth Management offer a range of services including personalized financial planning, investment strategies, wealth transfer strategies, and more. By listening to clients' goals, priorities, and concerns, Lisa helps them achieve their financial objectives and secure their financial future. With a commitment to proactive and responsive service, Lisa ensures that clients' financial strategies are regularly reviewed and updated as needed. Whether planning for retirement, saving for a major purchase, or transferring wealth to future generations, Lisa provides expert guidance and support every step of the way. With access to the global resources of Merrill Lynch and a team of talented professionals, clients can trust in a personalized and comprehensive approach to wealth management that is centered on their individual needs and goals.
Bank of America Private Client Advisor Tiffany L Owens
Bank of America Private Client Advisor Tiffany L Owens, located at 1200 Main Street, Kansas City, Missouri, is led by Market Executive Tiffany Owens. Tiffany and her team are dedicated to understanding the unique needs of each client and providing personalized wealth management solutions. With a focus on investment management, trust and estate planning, and philanthropy, Tiffany ensures that all resources of the Private Bank are utilized to offer tailored financial strategies. Drawing on the expertise of Bank of America, customized credit and banking solutions are seamlessly integrated into the overall financial plan for clients, which include multi-generational families, business owners, and nonprofit organizations. Tiffany, a CERTIFIED FINANCIAL PLANNER™ professional, is passionate about philanthropy and serves on various boards in her community. With a commitment to listening and learning about each client's goals, Bank of America Private Bank aims to create strategies that meet their best interests now and in the future. With a history of over 200 years, Bank of America Private Bank combines personalized service with innovative solutions to help clients achieve their financial objectives. Please note that Tiffany does not provide tax or accounting advice in her current role.
Complete Tax Service
Complete Tax Service, located at 1500 Northeast Parvin Road in Kansas City, Missouri, is a leading accounting and finance institution specializing in bookkeeping and tax services for businesses nationwide. Our team of board-certified accountants is dedicated to staying up-to-date on the latest information, laws, regulations, and techniques in the industry to ensure our clients receive the best service possible. With over 45 years of experience, Complete Tax Service has won numerous awards for excellence in accounting. Our primary goal is to help businesses achieve their financial goals by providing comprehensive tax preparation, accounting, and bookkeeping services tailored to their specific needs. Contact us today to see how we can help your business thrive.
NextGen Wealth
At NextGen Wealth, located in Lee's Summit, Missouri, we are a comprehensive financial planning institution specializing in helping individuals prepare for retirement. Our Certified Financial Planners® work with clients to create personalized retirement transition plans that cover not only finances but also mental, social, and physical aspects of retirement. We prioritize adding real value to our clients' financial lives, ensuring they are well-prepared for the next stage of their lives. Our services include retirement planning, investment management, Social Security scenario planning, Medicare planning, and more. As a Registered Investment Advisor, we are legally bound by the fiduciary standard to always act in our clients' best interests. Whether you are in Kansas City or anywhere in the nation, we are here to help you retire comfortably and confidently. Contact us today for a free Retirement Checkup™ and start planning for your future with peace of mind.
Open Road Wealth Management
Open Road Wealth Management is a boutique finance institution located at 405 North Forest Avenue in Liberty, Missouri, United States. Specializing in retirement planning, investment management, tax planning, legacy planning, and maximizing Social Security benefits, our comprehensive services are designed to give you the confidence to retire comfortably. Our team of Kansas City financial advisors, led by Todd Minear, a CERTIFIED FINANCIAL PLANNER™, and Kelli Harpe, a former federal employee, bring years of expertise to help you achieve your retirement goals. As an independent, fee-only firm, we only recommend products and services that benefit you the most, with a fiduciary responsibility and zero cross-selling.
Prosperity Planning, Inc.
Prosperity Planning, Inc. is a finance institution located at 1805 Northwest Platte Road in Kansas City, Missouri. Our team of CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals is dedicated to helping individuals achieve prosperity by optimizing their finances and providing peace of mind. Our customized Prosperity Planning Blueprint™ is designed to uncover financial obstacles and opportunities, ensuring that your vision of prosperity becomes a reality. In addition, our in-house Certified Public Accountant (CPA) offers tax planning services to help you use after-tax dollars more effectively. Whether you are preparing for retirement or seeking financial guidance during a divorce, we are here to help. Contact us for a complimentary 30-minute call to discuss how we can assist you on your path to prosperity.
Garrison & Associates, Inc.
Garrison & Associates, Inc. is a trusted accounting and finance institution located at 5100 Blue Ridge Boulevard in Raytown, Missouri, United States. Specializing in personal and business taxes, our team stays up-to-date with the latest regulations to maximize your tax return. We offer comprehensive accounting services for small businesses, including payroll, cash flow management, and tax preparation. Founded in 1981 by Morris Garrison, our institution has a long history of providing top-notch accounting services to clients in the Kansas City area. Darren Garrison, Morris' son, continues the legacy after purchasing The Tax Shoppe in 1999. With a focus on building strong client relationships, we believe in partnering with you for mutual success.
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