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McCool Tax Services offers reliable services and quick turnaround at a reasonable price. I felt complete confidence and trust, very important to me when dealing with tax returns. I highly recommend this company.
Very pleased! Very happy with the quality of how Darlis handled our complicated taxes and the rates! Looking forward for ongoing future services.
I recently worked with Tracy and she was absolutely fantastic. She walked me through some grey areas with my finances and made working together a pleasant experience. Highly recommend her for accounting services, big or small!
A hard working individual with expertise to help guide those who need it. A easy peaceful experience.
Very professional and speedy with his services. We went to his office in Overland Park to meet him and discuss the process. We thought all our documents with us. He took a quick look at everything and asked us for a few additional documents that we were able to easy scan and send to him. We quickly received noticed that our taxes were completed! He sent us some quick paperwork to sign, along with the official forms to mail if we owed any taxes. It was all easy and affordable!
Mike Mead is a rare combination of knowledge expert, client champion, and tough advisor all rolled into one individual. I first used Mike to advise and assist in the set up of my business. I quickly learned to lean on Mike as a trusted tax advisor, and perhaps more importantly, a respected and valued business mentor. His direct, yet personable style generates confidence in his clients. Mike anticipates questions and provides answers, often when the client isn't even sure what information they need. He champions individual's passions and pursuits while understanding the limitations that one often faces when starting a new venture. His work is timely, reasonably priced and of exceptional quality. I gained expert tax recommendations, business advice and a mentor all with my first call to Alliance Financial and Income Tax. I now confidently recommend Mike and his team to my family, my friends and business colleagues.
There are many things that I could say about James and the work he has done for my wife and myself. My wife and I tried to handle our taxes the last year using one of those online programs and it was difficult and confusing for us. With James and his system, it has been really helpful. He is there to answer all the questions you may have. James has been extremely helpful with explaining things for making them easy to understand. Another great aspect of the ATA Group is that not only with taxes but James has answered and helped us understand some different aspects of financial planning and we are considering with moving forward with James for his trustworthiness, care, and ease of understanding from the work we have already seen from him when we are ready to begin our financial planning walk! Thank you, James, at the ATA Group!
I bring you clarity on how everything works, and teach you how to intertwine everything that's going to be on your balance sheet. Everything that you're doing, or wondering about doing, but have questions on, I and my team of experts have already done. Why not work with someone who can give you the benefit of thinking in hindsight and clarity on how everything works?
My team offers a wide variety of services and expertise. With over 65 years of Financial Services experience, we collaborate to design the best solutions for our clients. Wealth accumulation and distrubution strategies is my specialty. We offerr both fee based and non-fee based solutions for our clients. Wealth accumulation management and wealth distribution is dramatically different. Understanding sequential risk, inflationary risk and longevity risk are critical to understanding and developing a plan to make sure you don't out live your savings. We utilize multiple approaches to determining the proper distribution strategies ranging from Fibonacci formulas, Monte Carlo simulations and sophisticated software modelling to provide us with a comprehensive view of how your money will provide for you during your retirement. Most importantly, we parted with our clients to truly understand your goals and work diligently to help you accomplish them.
Waddell & Reed Inc. is a full-service financial firm committed to helping people pursue their financial goals. I offer a wide range of financial products and services to individuals and business owners. I believe that you will be better able to identify your goals and make sound financial decisions by utilizing our financial planning process.
Serving Kansas City, MO, and the outlying areas, Len Hempen of Planners for Financial Success is offering the following services, but are not limited to: insurance, investing, retirement, estate planning and wealth preservation to help clients reach their financial goals.
Pay for results not effort! We are preforming critical analyses of financial and operational information to facilitate increased profitability. The specifics include: * breakeven analysis * planned profit scenarios * make or buy decisions * fixed versus variable cost allocations and classifications Clients mostly appreciate the relevance of the analyses and the clear presentation of analyzed data.
As a financial advisor, George assists his clients in developing comprehensive personalized financial plans that effectively weigh short-term and long-term objectives. He has twenty years of experience in the financial services industry, and this experience allows him to guide clients through both good and bad times to make educated financial decisions. The real benefit is knowing they have a plan in place to help reach their financial goals in life.
TGFSi advocates for each client’s best interest by developing simplified financial solutions that aim to give clients clarity, confidence and a sense of security.
We provide strategies designed to help our clients manage their assets to reach their financial goals. By working together, we strive to help them to reduce their taxes, potentially increase their net worth and protect their assets. We only recommend a course of action to our clients that we believe is appropriate for them given their unique financial situation and goals. Our clients' interest always comes first, and we are dedicated to providing the highest level of advice and service. The commitment we make to our clients is to perform our work with the best interest of the client in mind. We focus the expertise and knowledge of our team of dedicated professions for the benefit of our clients. We provide our clients with full disclosure on how we are compensated. We deliver the highest-quality service and make ourselves readily available to our clients. We focus our expertise and talent to develop strategies designed to address the needs of each client, and we are committed to serve them with integrity.
We can help with investing, financial advise, and wealth management.
We perform mission critical financial, accounting, operations consulting engagements, particularly for transitioning or transforming organizations.
It is my goal to assist my clients in developing a comprehensive personalized financial plan that effectively weighs short-term needs and long-term objectives. We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We're here to help educate you about the concepts of financial management.
5 years of experience as a Financial Advisor has led me to find a simple truth, Financial success, like fitness, is simple. It is the journey that is the difficult part. A plan and accountability is how to succeed in this journey and that is what I am your trusted companion!
Our goal is to provide an alternative to the impersonal financial services offered by some in today's marketplace. We strive to be different by listening to the needs of our clients and future clients.
I have extensive experience in tax preparation, accounting, and financing as I’ve performed in a professional capacity in all three realms and am currently a Mortgage Loan Originator.