TOP 30 Best Financial audit services in Lee's Summit, Missouri

Nikki Burns & Associates LLC is a virtual accounting and advisory firm located at 312 Southwest Greenwich Drive in Lee's Summit, Missouri, United States. Specializing in helping 6-figure multifamily buy and hold investors, we use the W.E.A.L.T.H. Method to transform businesses into cash generating systems. Our services include financial insights, increasing net worth, managing financial risks, and implementing systems to work less in the business. With industry specific tax strategies and loopholes, we help clients transform assets into cash generating assets. Our customized advisory services provide a holistic view of business finances, giving clarity and confidence to make rapid decisions. Contact us today to learn more about how we can help your business grow and succeed.

Interstate Tax Associates, Inc. is a leading accounting and finance institution located at 606 Southwest 3rd Street in Lee's Summit, Missouri, United States. With a team of experienced professionals, they specialize in providing expert tax services and financial advice to individuals and businesses. Whether you need help with tax preparation, financial planning, or investment strategies, Interstate Tax Associates, Inc. is dedicated to helping you achieve your financial goals. Contact them today to schedule a consultation and take control of your finances.

Dana Arth CPA LLC is a reputable accounting and finance institution located at 801 Northeast Anderson Lane in Lee's Summit, Missouri, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, bookkeeping, financial planning, and consulting. Whether you are an individual or a business owner, Dana Arth CPA LLC is committed to providing personalized and quality financial solutions to help you achieve your goals.

Moehlman Law Firm is a reputable institution located at 2641 Northeast McBaine Drive in Lee's Summit, Missouri, United States. Specializing in accounting, finance, and legal services, the firm offers expert guidance and support for individuals and businesses alike. With a team of experienced lawyers and financial professionals, Moehlman Law Firm is dedicated to providing top-notch services to meet the unique needs of each client. Trustworthy, reliable, and client-focused, this institution is the go-to destination for all your legal and financial needs.

Mike Martin & Associates is a leading accounting and finance institution located at 3640 Northeast Ralph Powell Road in Lee's Summit, Missouri, United States. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses. Their expertise in accounting, tax preparation, and financial planning makes them a trusted partner for all your financial needs. Whether you need help with tax filing, bookkeeping, or investment advice, Mike Martin & Associates is dedicated to helping you achieve your financial goals.

Warner Robinson LLC, located at 2537 Southwest Kristin Drive in Lee's Summit, Missouri, is a finance institution specializing in R&D tax credits. With over 25 years of experience, Warner Robinson helps companies document and support their R&D tax benefits. They also assist real estate clients with green tax incentives such as the 45L energy efficient home tax credit and the 179D energy efficient building tax deduction, as well as cost segregation studies. Managed by Bruce Warner and Cedar Robinson, Warner Robinson LLC offers personalized service to each client. They stay up to date on changes in tax laws, such as the recent bill allowing the deduction of 174 R&D expenditures. The IRS has issued guidance on Section 174, making it easier for taxpayers to claim R&D tax credits without the need for Form 3115.

Modern Wealth Management is a comprehensive financial institution located at 211A Northwest Executive Way in Lee's Summit, Missouri, United States. Our team of experienced professionals specialize in finance, insurance, and legal services to help our clients achieve their wealth management goals. Whether you are looking to invest, protect your assets, or plan for the future, our experts are here to provide personalized solutions tailored to your individual needs. Trust Modern Wealth Management to guide you towards a secure and prosperous financial future.

Nancy Casburn CPA PC is a reputable accounting and finance institution located at 705-B Southeast Melody Lane in Lee's Summit, Missouri, United States. With years of experience in the industry, Nancy Casburn and her team provide expert financial services to individuals and businesses alike. Whether you need assistance with tax preparation, financial planning, or bookkeeping, Nancy Casburn CPA PC is dedicated to helping you achieve your financial goals. Contact them today to schedule a consultation and see how they can assist you with your financial needs.

Wise Wealth, LLC is a finance institution located at 11 Southeast 2nd Street in Lee's Summit, Missouri, United States. The team at Wise Wealth is dedicated to providing the highest level of service and care for every client, offering customized plans through their three-bucket approach. Unlike other financial firms, Wise Wealth's Retirement Freedom Plan™ covers 6 areas of planning: Liquidity, Income, Growth, Tax, Insurance, and Legacy. The goal of the Retirement Freedom Plan™ is to lead clients to financial freedom, allowing them to give, serve, and enjoy life like never before. #GSEL™.

Wells Fargo Advisors is a financial institution located at 3171 Northeast Carnegie Drive in Lee's Summit, Missouri, United States. As part of the Wells Fargo family, they offer a wide range of financial services including investment planning, wealth management, retirement planning, and more. With a team of experienced advisors, they strive to help clients achieve their financial goals and secure their financial future. Visit Wells Fargo Advisors today to learn more about how they can help you navigate the complexities of the financial world.

KPN Enterprises, LLC is an accounting and finance institution located at 206 Southeast 2nd Street in Lee's Summit, Missouri, United States. Specializing in tax compliance, the licensed CPAs at KPN take the worry out of taxes and deliver results that ensure confidence and compliance. With a focus on individual tax preparation, general ledger accounting, payroll, and small business consulting, KPN offers a worry-free strategy for personal finances and small businesses. Their simple process involves sharing tax concerns and goals, completing an intake form, designing a tailored financial plan, processing taxes in about two weeks, and adjusting as needed to ensure confidence in taxes. To help individuals make educated decisions about their finances, KPN offers a checklist of six key tax considerations to assess whether to handle taxes independently or trust a CPA for flawless results. Don't let tax compliance be a source of stress - turn to KPN Enterprises, LLC for expert financial management and peace of mind.

Bankers Life, located at 100 Northeast Tudor Road in Lee's Summit, Missouri, is a comprehensive finance, health, and insurance agency. Our agents offer a wide range of insurance options, including products from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company, as well as offerings from partner carriers such as Aetna, Anthem, Cigna, Humana, UnitedHealthcare®, and Wellcare. When it comes to Medicare, we can help you compare Advantage plans to find the coverage that best suits your needs. With the increasing need for long-term care as people live longer and healthcare costs rise, it's crucial to be prepared and have discussions with your loved ones about planning for the future.

Waddell & Reed Inc is a finance institution located at 618 Southeast 4th Street in Lee's Summit, Missouri, United States. With a strong history of providing financial services to individuals, families, and businesses, Waddell & Reed Inc offers a wide range of investment options and financial planning services. Their team of experienced professionals work closely with clients to develop personalized strategies to help them achieve their financial goals. Whether you are looking to save for retirement, invest for the future, or plan for major life events, Waddell & Reed Inc is dedicated to helping you make informed decisions and secure your financial future.

Brent A. Thompson CPA, PC is a reputable accounting and finance institution located at 229 Southeast Douglas Street in Lee's Summit, Missouri, United States. With years of experience and expertise in the field, they offer a wide range of services including tax preparation, financial planning, and bookkeeping. Their team of certified public accountants are dedicated to providing personalized and professional services to help individuals and businesses manage their finances effectively. Contact them today to schedule a consultation and see how they can help you achieve your financial goals.

JC Grason of Kansas City is a financial institution located at 306 Route 291, Lee's Summit, Missouri. Specializing in accounting, finance, and legal services, the institution offers guidance on retirement planning and inflation's impact on financial stability. With offices in both Chandler, Arizona and Lee's Summit, Missouri, the team at JC Grason is dedicated to helping clients assess their current financial plans and create customized strategies to achieve their retirement goals. Investment advisory services are made available through AE Wealth Management, LLC, and individuals can consult with professionals such as Teresa Bear and David Blickhan for guidance on investment decisions. Please note that neither the firm nor its agents provide tax or legal advice, and individuals should seek professional guidance before making any financial decisions. JC Grason is independently owned and operated, and is not affiliated with the US government or any governmental agency.

Securities America Inc is a financial institution located at 4082 Southwest Lido Drive in Lee's Summit, Missouri, United States. As a leading provider of financial services, Securities America Inc offers a wide range of investment products and services to help individuals and businesses achieve their financial goals. With a team of experienced financial advisors, Securities America Inc is dedicated to providing personalized solutions and expert guidance to help clients navigate the complexities of the financial markets. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Securities America Inc is committed to helping you secure a brighter financial future.

Hays Consulting, LLC is a finance institution located at 5216 Holiday Drive in Lee's Summit, Missouri, United States. They specialize in providing expert financial consulting services to individuals and businesses, helping them navigate complex financial decisions and achieve their goals. With a team of experienced professionals, Hays Consulting, LLC offers personalized solutions tailored to each client's unique needs. Whether you are looking for investment advice, retirement planning, or assistance with budgeting and financial management, Hays Consulting, LLC is dedicated to helping you secure a stable financial future.

StrongBox Wealth is a premier financial institution located at 3470 Northeast Ralph Powell Road in Lee's Summit, Missouri. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. We provide a wide range of services, including investment management, financial planning, and retirement planning. At StrongBox Wealth, we strive to provide personalized solutions tailored to each client's unique needs and objectives. Trust us to be your partner in building and protecting your wealth.

Sooner Consulting LLC is a professional consulting firm located at 1358 Northeast Windsor Drive in Lee's Summit, Missouri. Our team of experienced consultants provides a wide range of services to help businesses improve their operations, increase efficiency, and achieve their goals. Whether you need assistance with strategic planning, project management, or process improvement, Sooner Consulting LLC has the expertise to guide you every step of the way. Contact us today to learn more about how we can help your business succeed.

Andrew Goos is a reputable finance institution located at 911 Northeast Sam Walton Lane in Lee's Summit, Missouri, United States. With a focus on providing expert financial services and advice, Andrew Goos is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking for assistance with investments, retirement planning, or wealth management, the experienced team at Andrew Goos is here to help. Trustworthy and reliable, Andrew Goos is committed to providing top-notch financial solutions tailored to each client's unique needs.

Dynasty Wealth Management is a finance institution located at 202 Southwest Market Street in Lee's Summit, Missouri, United States. Led by Jamshid “Jim” Hoorfar, Ph.D., CLU®, ChFC®, CLTC, the institution offers a range of financial management services. Whether you prefer a self-educating approach or want professionals to handle your finances, Dynasty Wealth Management can cater to your needs. Jim believes in developing financial plans that are rooted in your core values and life goals, ensuring that your plan aligns with your means and needs for today while also considering your future aspirations. With a focus on holistic financial planning, Dynasty Wealth Management aims to help you achieve your financial dreams. Securities and Advisory Services are offered through LPL Financial, a Registered Investment Adviser. The Registered Representatives associated with this site may only discuss and/or transact securities business with residents of certain states. Visit the website for more information and to explore helpful calculators and videos.

Credit Protection USA is a leading finance institution located at 4041 Northeast Lakewood Way in Lee's Summit, Missouri, United States. We specialize in providing comprehensive credit protection services to individuals and businesses, helping them safeguard their financial well-being and prevent identity theft. Our team of experts is dedicated to helping our clients navigate the complexities of the credit system and achieve their financial goals. With a commitment to excellence and customer satisfaction, Credit Protection USA is the trusted partner you need to secure your financial future.

Compensation Benefit Planning, Inc. is a finance institution located at 3552 Northeast Ralph Powell Road in Lee's Summit, Missouri, United States. They specialize in providing comprehensive compensation and benefit planning services to individuals and businesses. Their team of financial experts work closely with clients to develop personalized strategies to maximize their financial well-being and achieve their long-term goals. Whether you are looking to optimize your employee benefits package or plan for retirement, Compensation Benefit Planning, Inc. is dedicated to helping you secure a stable financial future.

Capital Tax & Consulting is a trusted institution located at 608 Southwest 3rd Street in Lee's Summit, Missouri, United States. Specializing in accounting and finance services, we offer a range of services from tax preparation to planning and accounting for both individuals and small businesses. Our team of highly qualified Certified Professional Accountants ensures the highest quality of work with impeccable attention to detail. We are dedicated to meeting the needs of our clients and providing exceptional service. If you are looking for a reliable partner for all your tax and financial needs, look no further than Capital Tax & Consulting. Downloadable information regarding the American Rescue Plan Act of 2021 is also available for your convenience. Trust us to handle your financial matters with care and expertise.

Lesley McKeone, CPA is a reputable accounting and finance institution located at 408 Southeast 3rd Street in Lee's Summit, Missouri, United States. With a team of highly skilled and experienced professionals, they provide a wide range of services including tax preparation, financial planning, and auditing. Clients can trust Lesley McKeone, CPA for accurate and reliable financial advice to help them achieve their goals and maximize their financial success.

Steven P Mc Clune & Co is a reputable accounting and finance institution located at 3551 Northeast Ralph Powell Road in Lee's Summit, Missouri, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, and business consulting. Clients can trust Steven P Mc Clune & Co for expert advice and personalized solutions to meet their financial needs.

Beyond Wealth Advisors is a leading finance institution located at 600 Southwest Jefferson Street in Lee's Summit, Missouri. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals and secure their future. We offer a wide range of services including investment planning, retirement planning, estate planning, and wealth management. With a focus on personalized solutions and exceptional customer service, Beyond Wealth Advisors is committed to helping individuals and families build and preserve their wealth for generations to come. Contact us today to schedule a consultation and start planning for a financially secure future.

Buckingham Strategic Wealth, located at 400 Southwest Longview Boulevard in Lee's Summit, Missouri, is a finance institution dedicated to building advisor relationships based on trust and integrity. Their team focuses on resolving complex wealth issues, including enhancing, protecting, transferring, and donating wealth, with a personalized approach tailored to each individual's needs. The team at Lee's Summit has been providing advisory services to the Kansas City metropolitan area since 1999, previously as Madison Wealth Advisors, before joining Buckingham Strategic Wealth in 2023. By leveraging Buckingham's resources, they offer evidence-driven investment strategies and risk management tailored to each client's goals and circumstances. Clients can expect a seamless transition and multi-generational planning with the help of their experienced team. Interested individuals can download their "Experience Is Everything" brochure to learn more about becoming a Buckingham client. Additionally, they offer webinars and insights on current topics such as market performance and retirement planning strategies. As the election season approaches, Buckingham Strategic Wealth provides guidance on how to navigate potential changes in policies and industries.

Central Investment Advisors is a leading financial institution located in Lee's Summit, Missouri, United States. As a trusted bank and finance company, we provide expert investment advice and personalized financial solutions to help our clients achieve their financial goals. Our team of experienced advisors is dedicated to providing top-notch service and guidance to help clients navigate the complexities of the financial world. Whether you are looking to grow your wealth, plan for retirement, or invest for the future, Central Investment Advisors is here to help you every step of the way. Trust us to be your partner in financial success.

Waymaker is a prominent finance institution located at 701 Northeast De La Mar Drive in Lee's Summit, Missouri, United States. With a strong commitment to helping individuals and businesses achieve their financial goals, Waymaker offers a wide range of financial services including investment management, retirement planning, and wealth preservation. Their team of experienced professionals provides personalized guidance and expertise to help clients navigate the complexities of the financial world and make informed decisions. Whether you are looking to grow your wealth, protect your assets, or plan for the future, Waymaker is dedicated to being your trusted partner every step of the way.