TOP 30 Tax services near me in Lee's Summit, Missouri

94 results found

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.

Sun Loan Company is a trusted finance institution located at 551 Southeast Melody Lane in Lee's Summit, Missouri, United States. With a commitment to providing personalized financial solutions, Sun Loan Company offers a range of loan options to meet the individual needs of each customer. Whether you need a personal loan, installment loan, or tax preparation services, Sun Loan Company is dedicated to helping you achieve your financial goals. Their friendly and knowledgeable staff are ready to assist you with the loan process in a professional and efficient manner. Visit Sun Loan Company today and experience the difference in their exceptional customer service and financial expertise.

Vansandt & Associates is a reputable accounting and finance institution located at 3170 Northeast Carnegie Drive in Lee's Summit, Missouri, United States. With a team of experienced professionals, they provide a wide range of services including tax preparation, auditing, financial planning, and consulting. Clients can expect personalized attention and expert advice to help them achieve their financial goals. Whether you are an individual or a business, Vansandt & Associates is dedicated to providing top-notch services to meet your accounting and finance needs.

Kanik Financial is a reputable finance and insurance agency located at 1320 Northeast Windsor Drive in Lee's Summit, Missouri, United States. With a focus on providing top-notch financial services and insurance solutions, Kanik Financial is committed to helping individuals and businesses achieve their financial goals and protect their assets. Our team of experienced professionals offers personalized guidance and tailored solutions to meet the unique needs of each client. Trust Kanik Financial for all your finance and insurance needs.

Freedom Wealth Advisors is a premier financial institution located at 110 Southwest 3rd Street in Lee's Summit, Missouri. As a trusted name in the finance industry, we specialize in providing expert wealth management and financial planning services to help our clients achieve their financial goals. Our team of experienced advisors is dedicated to helping individuals and families build and preserve their wealth for a secure and prosperous future. Whether you are planning for retirement, saving for your children's education, or looking to grow your investments, Freedom Wealth Advisors is committed to providing personalized solutions tailored to your unique financial needs. Visit us today to learn how we can help you secure your financial freedom.

Java Wealth Planning is a premier financial institution located at 2116 Southwest Cedar Hill Lane in Lee's Summit, Missouri. Specializing in comprehensive wealth planning services, our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Java Wealth Planning is committed to providing personalized and strategic solutions tailored to your unique needs. Contact us today to schedule a consultation and start planning for a brighter tomorrow.

Beacon Financial Advisors is a reputable institution located at 200 Northeast Missouri Road in Lee's Summit, Missouri, United States. Specializing in accounting and finance, our team of experienced professionals provides expert advice and guidance to help individuals and businesses navigate the complexities of financial planning and management. With a commitment to excellence and personalized service, Beacon Financial Advisors is dedicated to helping clients achieve their financial goals and secure their financial future. Contact us today to learn more about our services and how we can assist you in reaching your financial objectives.

Friedline Financial is a reputable finance institution located at 107 Southwest Market Street in Lee's Summit, Missouri. As a trusted financial services provider, Friedline Financial offers a wide range of financial solutions to help individuals and businesses achieve their financial goals. With a team of experienced professionals, Friedline Financial is dedicated to providing personalized service and expert advice to help clients navigate the complexities of the financial world. Whether you are looking for investment advice, retirement planning, or assistance with managing your finances, Friedline Financial is here to help. Visit us today to learn more about how we can help you secure your financial future.

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.

Kansas City Business Solutions is a leading institution specializing in accounting and finance services. Located at 3536 Northwest Primrose Court in Lee's Summit, Missouri, this institution offers a wide range of solutions to help businesses manage their financial needs effectively. With a team of experienced professionals, Kansas City Business Solutions is dedicated to providing top-notch services to clients in the Kansas City area and beyond. Whether you need assistance with tax preparation, bookkeeping, financial planning, or other financial services, Kansas City Business Solutions is here to help you achieve your business goals.

Heritage Financial is a reputable finance and insurance agency located at 110 Southwest 3rd Street in Lee's Summit, Missouri, United States. With a commitment to providing top-notch financial services to individuals and businesses, Heritage Financial offers a range of insurance products and financial solutions tailored to meet the unique needs of their clients. Their team of experienced professionals is dedicated to helping customers achieve their financial goals and secure their future. Visit Heritage Financial today for expert advice and personalized service in Lee's Summit.

Symphony Financial Group, LLC is a finance institution located at 708 Northeast Lake Point Drive, Lee's Summit, Missouri, United States. Symphony Financial Group offers consulting services for mergers and acquisitions, product development, strategic planning, project management, financial analysis, and litigation support. With over 25 years of experience, Symphony Financial Group has provided expertise in finance, project management, and strategic planning. They specialize in industries such as software, manufacturing, utilities, engineering, financial services, media, not for profit, government, and telecommunications. Symphony Financial Group prides itself on providing tailored solutions that incorporate best business practices and the latest technology developments. Their network of highly qualified consultants and flexible service arrangements ensure unmatched quality in their work, resulting in long-term client relationships and successful project implementations. Symphony Financial Group can help optimize your mix of products, services, operations, and finances to achieve and sustain superior overall performance and returns. Their multi-dimensional project management model can be tailored to any project type, ensuring successful outcomes. With a focus on discovering and implementing great ideas, Symphony Financial Group can help clarify corporate vision and measure and manage results effectively. With a track record of successful partnerships and projects, Symphony Financial Group is a trusted partner for all your finance and project management 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™.

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.

Thrivent Financial-Lutherans is a finance institution located at 436 Southeast Youngston Lane in Lee's Summit, Missouri, United States. We believe that everyone deserves a financial plan they can trust, starting with the right financial advisor. Our team can help match you with resources based on your top financial concerns and create a personalized plan to help you achieve your goals. Money Canvas™ is a free virtual coaching service that empowers you to build healthier money habits at your own pace. Whether you are just starting out, building a foundation, or nearing retirement, our financial advisors are here to help you navigate life's challenges and opportunities. We also offer charitable planning options and generosity programs to help you give back to your community. With $162 billion in assets under management/advisement, Thrivent is a Fortune 500 organization providing advice, investments, insurance, banking, and generosity programs. Schedule a free intro appointment with one of our financial advisors to learn more about how we can help you live a more meaningful and generous life. Thrivent is committed to helping people make the most of all they've been given and guiding them towards a more secure financial future.

Forensic Accounting Corp, located at 312 Southwest Greenwich Drive in Lee's Summit, Missouri, offers a comprehensive range of forensic accounting services to the legal and insurance communities in the area. Specializing in identifying, preserving, and reporting on digital evidence and electronically stored information (ESI), our team of forensic accounting specialists is equipped to handle a variety of cases. In addition to digital forensic services, our Lee's Summit office provides litigation support for business disputes, shareholder and partner conflicts, and matters involving business income loss. With over 15 years of experience in both business and legal fields, our professionals bring a wealth of financial and investigative expertise to the table.

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.

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.

Padgett Advisors is a reputable accounting and finance institution located at 211 Southeast Grand Avenue in Lee's Summit, Missouri, United States. With a team of experienced professionals, Padgett Advisors provides a wide range of financial services to individuals and businesses, including tax preparation, bookkeeping, payroll services, and financial planning. Clients can trust Padgett Advisors to provide expert advice and personalized solutions to help them achieve their financial goals.

Bales & Associates, Inc. is a renowned accounting and finance institution located at 4115 Northeast Pembroke Lane in Lee's Summit, Missouri, United States. With a team of highly skilled professionals, they offer a wide range of services including auditing, tax preparation, financial planning, and consulting. Known for their expertise and commitment to excellence, Bales & Associates, Inc. is a trusted partner for individuals and businesses seeking top-notch financial services.

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.

Abacus CPAs, LLC is a top-notch accounting and finance institution located at 280 Northeast Tudor Road in Lee's Summit, Missouri, United States. The dedicated professionals at Abacus CPAs™ prioritize their clients, providing a nurturing environment that promotes growth, trust, and confidence. Specializing in tax planning, their expert team empowers clients to make informed decisions and gain a competitive edge. Beyond tax returns, they understand the importance of financial statements in how businesses are perceived by stakeholders. With a passion for numbers and a commitment to business success, Abacus CPAs™ is a trusted partner for individuals and businesses alike. Clients rave about the personalized attention, expert guidance, and proactive approach to financial planning provided by Abacus CPAs™. Whether you're a healthcare practitioner, small business owner, or looking to navigate the Next Gen approval process, Abacus CPAs™ is the partner you can trust for all your accounting and finance needs.

McCoy Accounting Advisors is a reputable accounting and finance institution located at 521 Southwest Market Street in Lee's Summit, Missouri, United States. Our team of experienced advisors are dedicated to providing top-notch financial services to individuals and businesses in the area. Whether you need help with tax preparation, financial planning, or bookkeeping, our experts are here to assist you every step of the way. Trust McCoy Accounting Advisors for all your accounting and finance needs.

Parker Swearngin LLC is a trusted accounting and finance institution located at 620 Route 291 in Lee's Summit, Missouri, United States. Our dedicated team offers strategic advisory services to help you stay on a healthy financial path and take the stress out of running your business. From optimizing your taxes to managing payroll effortlessly, we are here to support you every step of the way. At Parker Swearngin LLC, we understand the importance of using the right technology to have a big impact on your small business. With our safe and convenient online apps, such as SafeSend for tax returns, we make conducting business with us easy and efficient. Our goal is to help you save time and money while seamlessly managing your cash flow and outgoing payments.

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.

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.

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.

Spilker McKeone & Nelson Pc is a reputable accounting and finance institution located at 408 Southeast 3rd Street in Lee's Summit, Missouri, United States. With a team of experienced professionals, they provide a wide range of financial services including tax preparation, auditing, bookkeeping, and financial planning. Their commitment to excellence and personalized service sets them apart from other firms, making them a trusted partner for individuals and businesses alike. Whether you need help with managing your finances or navigating complex tax laws, Spilker McKeone & Nelson Pc is dedicated to helping you achieve your financial goals.

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.