4709 NE Saratoga Ct, Lee's Summit, MO, USA
Tax Preparation with over 20 years experience by an Enrolled Agent.
Your situation in unique, and I will customize your return to get you the best result, utilizing the current tax laws to your advantage. I can help with audit letters and correspondence from taxing authorities
1 customer review
Frank Branom
Tax Preparation
Very quick and professional service.
What do you love most about your job?
I love helping people, and working to help them pay the least amount of tax the law allows. Additionally, with the insurance products, I can help people secure their future by protecting their family. Our Living Benefits will even help if you need in home health care.
What inspired you to start your own business?
Knowing that I can help people, and working with my own business, I have the ability to work at the schedule of my clients.
Why should our clients choose you?
As an enrolled agent, I have the certification from the IRS to prepare returns, as well as represent people that have errors with their returns, or are being audited. Additionally, I can help business owners set up and maintain their accounting records to stay aware of their business and results. Adding insurance products to my services, allows me to help with the TOTAL financial picture. Tax planning, protecting your future for not only your self, but also your family. Our insurance products come with LIVING BENEFITS.... it's a game changer and really a shield against disaster!
Can you provide your services online or remotely? If so, please add details.
Need remote help? We can talk, zoom or skype. You send me your information and I will send you a return. No in person appointments needed. You documents stay inside your own secure file folder, and can be easily accessed when you need them.
What changes have you made to keep your customers safe from Covid-19?
Covid-19 - Obviously, we want to all be safe and healthy. I have ramped up my virtual office services to provide an environment that allows me to still provide you with service, while we all remain in our own spaces.
Tax Preparation
Life Insurance
We offer solutions that will protect your family. With our living benefits, you can secure your future protecting against the worst. We also offer annuities, that will provide income no matter what the market does.
Audit Services
I can help you if you are being audited, or have a letter from IRS or a state government. 20+ years experience