Make tax time a breeze and be financially confident year-round.


tax preparation

Taxes can get complicated if you own a business, work as an independent contractor, or rent out property. Let us file your tax returns and handle notices that come your way. 


COMPREHENSIVE TAX PLANNING

With proper tax planning, we can accurately forecast your estimated payments, maximize deductions, and employ other strategies to trim your tax bill.


PERSONAL FINANCial 
STATEMENTS

Buried in credit card statements, bank reports, and bills?  We'll build personal financial statements that provide a clear picture of your financial situation, and help you set goals to establish positive spending, and track progress.


HEALTHCARE

Did you have insurance through the Marketplace or a private provider last year? We recommend comparing your current plan against other plans in the market at least once a year to make sure you’re getting the most for your money. Metro Austin Benefits is a local firm that analyzes dozens of plans and insurance companies, doing all the research for you.


TAX TOOLS

Need a hand? Visit our tax tools page for a list of calculators and helpful resources.


We’d love to talk more about your specific tax situation to provide the most accurate quote possible.
Please email us or 
call us at 816-301-4538. We look forward to hearing from you!