Based on recommendations and guidance from the CDC, the governor’s office and the Department of Health and Senior Services, I am forced to limit in-office appointments to only those that require an in-person visit, due to the COVID-19 pandemic.

For returning tax clients, feel free to gather your documents in a sealed or enclosed envelope/package and place them in the mail slot in the front door of the office.  Please provide details of any change in address, phone, email, bank, or change in dependents.  If you had any new tax issues arise in 2019, please feel free to either call the office at 816-366-0463 or submit your questions through the contact page on this website and I will contact you to discuss your current situation.

You are also free to scan/email or fax all of your current documents to me.  My email address and fax number are listed on your 2018 documents and tax packet.

For new clients, please either send me an email through the Contact page on this website or call the office at 816-366-0463 to make arrangements to open your tax file and get your documents to me for processing.

Please know that I did not make this decision lightly.  This decision was made with the health and well-being of my clients, our families and myself in mind.  A great deal of care, research and planning helped guide this decision.  I will continue to evaluate the situation as it evolves and will open up to in-office appointments as soon as it becomes safe to do so.



My Philosophy

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.