Services
Individual Tax Preparation
Whether you have a W-2, farm, sole proprietorship or a collection of rental properties, I am ready to assist you by completing your return quickly and accurately with as little hassle as possible for you. If your tax position includes trusts or foundations, I am ready to assist with those as well.
Business Tax Preparation including C corporations, S corps, and Partnerships
Your business is important to you and should be to your preparer as well. I will be happy to assist you with your corporate, S corporation, and partnership income tax compliance.
Tax Planning
It is always better to look before you leap. If you always owe or get back too much with your return, we can look at adjusting your withholding to get as close as possible to your actual tax liability.
Contemplating a investment transaction? Let me help you know how it will impact your tax liability. Want to get the biggest benefit of your deductions in light of the new tax law? Let’s talk.
Special Needs Planning and Trust Preparation
Having a member of the family with special needs changes everything, from the way you spend your time to the financial decisions you make. I am here to make the tax return process as easy as possible for you. As you look to the future and start putting estate planning items in place, I will help with the compliance and tax planning created by the trusts.
Kelly is a Kansas City CPA serving clients with tax filings throughout the country. She has extensive experience with small business, trust and individual tax returns.