Individual
From $395/ year
For individuals and families with real financial lives.
Kansas City families and individuals — W‑2 income, side work, a rental, or just a tax life that's grown more complicated than it used to be.
Included
- Federal, Missouri & Kansas returns
- Multi‑state income handling
- Schedule C / self‑employment
- Schedule E / rental property
- Year‑round email access to your advisor
- IRS / state notice response
Not included
- — Business bookkeeping
- — Payroll
- — Quarterly advisory calls
Most clientsBusiness + Owner
From $695/ month
For owner‑operators ready for proactive guidance.
Kansas City small business owners who want clean books, proactive tax planning, payroll handled, and a real relationship — all under one roof.
Included
- Monthly bookkeeping & reconciliation
- Annual business tax return
- Annual personal tax return (owner)
- Strategic tax planning (mid‑year + Q4)
- Quarterly check‑in meetings
- S‑corp reasonable comp review
- Payroll & 1099 filings
- Direct phone & advisor access
Not included
- — Multi‑entity consolidation
Advisory Partner
From $1,450/ month
For established businesses and families with real complexity.
Kansas City clients with multiple entities, real estate, or family planning needs who want a true long‑term financial partner on the team.
Included
- Everything in Business + Owner
- Multi‑entity bookkeeping & returns
- Monthly advisory calls
- Real estate & rental strategy
- Retirement & exit planning
- Family & generational planning
- Coordination with attorneys & advisors
- Priority response & turnaround