TOP 30 Tax strategy in Lee's Summit, Missouri

16 results found

LifeGoals Strategies Group is a leading finance institution located in Lee's Summit, Missouri. Our dedicated team of financial experts is committed to helping clients achieve their life goals through personalized strategies and sound financial advice. Whether you are planning for retirement, saving for a major purchase, or looking to grow your investments, our experienced professionals are here to guide you every step of the way. Visit us at 1741 Northeast Douglas Street to start your journey towards financial success with LifeGoals Strategies Group.

Accounting & Tax Solutions Inc. is a reputable accounting and finance institution located at 905b East Langsford 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, bookkeeping, and more. Whether you are an individual or a business owner, Accounting & Tax Solutions Inc. is dedicated to providing personalized and reliable solutions to meet your financial needs. Contact them today to schedule a consultation and take control of your financial future.

Brewton Tax and Financial Services is a professional accounting and finance institution located at 4709 Northeast Saratoga Court in Lee's Summit, Missouri, United States. We specialize in providing expert tax preparation services, financial planning, and consulting for individuals and businesses. Our team of experienced professionals is dedicated to helping our clients navigate the complexities of the financial world and achieve their goals. Whether you need assistance with tax filing, retirement planning, or investment strategies, Brewton Tax and Financial Services is here to help. Contact us today to schedule a consultation and take control of your financial future.

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.

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.

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.

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.

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.

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.

Josh Laing - Thrivent is a finance institution located at 606 Southwest Blue Parkway, Lee's Summit, Missouri, United States. As a Financial Advisor in Lees Summit, the goal is to establish an ongoing relationship to assist clients in reaching their financial goals. The institution believes in seeing money as a tool, not just a goal, and aims to provide financial clarity for clients to live a life of contentment, confidence, and generosity. The institution helps clients build their financial future from the bottom up, starting with a strong foundation for protection of valuable assets and working towards savings for retirement, education, and other important purchases. They also assist in utilizing accumulated assets for things like dream purchases, education expenses, and creating a lifetime income source.

Kasper Steck Wealth Management is a leading finance institution located at 211 Northwest Executive Way in Lee's Summit, Missouri, United States. Specializing in wealth management services, our experienced team provides personalized financial solutions to help clients achieve their financial goals. With a focus on integrity and excellence, we strive to create long-term relationships built on trust and transparency. Contact us today to learn how we can help you secure your financial future.

Taylor'd Financial Services is a reputable institution located at 200 Northeast Missouri Road in Lee's Summit, Missouri. As part of the Taylor'd Financial Group, they have office locations throughout the Kansas City metro area for the convenience of their clients. Whether you are just starting the financial planning process or looking to enhance your current financial strategies, Taylor'd Financial Services is here to help. By appointment only, they also have a location at 28 Westwoods Dr in Liberty, MO. Contact them today to schedule a meeting and see how they can assist you in achieving your financial goals.

JC Grason of Kansas City is a financial institution specializing in accounting and finance located at 7211 Northwest 83 Street in Kansas City, Missouri, United States. Are you concerned about the impact of inflation on your retirement savings? Prices are rising across various sectors, and it's important to be prepared. Download our guide to learn more about inflation and how it may affect your retirement plans. Our team at JC Grason is here to help you navigate your financial future. Schedule a call with us to see how we can assist you in achieving your retirement goals. With our Retirement Report Card, we will assess your current financial plan and provide guidance across 12 key areas. Together, we will create a customized strategy to help you confidently pursue your retirement dreams.

H&R Block is a renowned accounting and finance institution located at 987 Northeast Rice Road in Lee's Summit, Missouri, United States. With a reputation for providing top-notch tax preparation services and financial advice, H&R Block is the go-to destination for individuals and businesses looking to manage their finances effectively. Their team of expert accountants and financial advisors are dedicated to helping clients navigate the complex world of taxes and financial planning. Whether you need assistance with tax filing, financial planning, or investment strategies, H&R Block is here to provide you with the expert guidance and support you need to achieve your financial goals.