I am currently scheduling tax preparation appointments for the 2021 tax year. If you are able to schedule a virtual appointment, I would like to reduce the amount of traffic in and out of the office this season as the new variant(s) of SARS-CoV-2 spread through our community. If you aren’t able to do a virtual appointment (either via Zoom or phone conference), please let me know and I will get an in-office appointment scheduled for you.
Please utilize the Tax Library page of this website to download the necessary forms for the year. I will need everyone to return the current Tax Organizer (if you’re a returning client, you only need to fill out your name and make note of any information that has changed) as well as the 2021 CARES Act Stimulus and Advanced Child Tax Credit Payments form – I need either this form or IRS Letter 6475/1444 that lists your 2021 Economic Impact Payment (Stimulus Payment) and IRS Letter 6419 for anyone who received advance Child Tax Credit (CTC) payments. I cannot process your returns without this information. There is also a comprehensive Tax Checklist that will help you identify and gather your current year documents.
If you would like to set up a virtual appointment and submit your documents electronically, please email me to provide your contact/email information so that I can send you a link to the portal and set up the virtual appointment. You can send me an email via the Contact page of this website. If you would like to set up an in-office appointment, you can either call the office at 816-366-0463 or email me to get it set up.
I look forward to helping you with your 2021 income tax returns.
Sit Down… Relax… I’ve got you covered…
Accounting and Tax preparation should not be stressful for you. I want you to be comfortable from the moment you first contact the office. I offer a relaxed environment to allow you to quickly and comfortably discuss your financial and tax needs with me. Let me and my team of experts handle all of your financial needs.
Hiring a full-time bookkeeper is expensive. I can provide all of the same services at a fraction of the cost. My mission is to provide superior bookkeeping services giving you the tools to accurately track and evaluate your business or personal finances.
Have some familiarity with bookkeeping/accounting? No problem, let me know what services you need and we can customize a monthly service package that works for you and your budget.
This is not a large firm, which allows me to provide personalized, one-on-one assistance based on your needs. You will always know who is handling your information and I will be familiar with your expectations to ensure personal service to all of my clients for all of their needs.