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Tax Preparation, Proactive Tax Planning & Financial Planning

Alliance Financial & Income Tax is a veteran-owned tax and financial services firm in Blue Springs, Missouri. Since 2002, we have helped individuals, families and small business owners throughout the Kansas City area with tax preparation, proactive tax planning, retirement planning and financial guidance.


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What We Do

Retirement & Financial Planning

Retirement & Financial Planning

Coordinate retirement income, investments and tax considerations around your long-term goals.

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Individual Tax Preparation

Individual Tax Preparation

Professional federal and state tax preparation with personalized, year-round support.

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Small Business Tax Services

Small Business Tax Services

Tax preparation and planning for sole proprietors, LLCs, S corporations, partnerships and C corporations.

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Proactive Tax Planning

Proactive Tax Planning

Identify tax-planning opportunities before important year-end deadlines pass.

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Who We Serve

We work with individuals and families, small-business owners, rental-property owners, and people preparing for or living in retirement throughout the Kansas City area.

Tax preparation and planning work together

A tax return reports financial activity that has already occurred. Planning looks ahead at decisions involving income, business activity, property, investments, and retirement. Some opportunities have deadlines before filing season, making an earlier conversation useful.

Why choose Alliance

Our firm combines Enrolled Agent leadership with an established local relationship. Mike Mead and the Alliance team take time to understand your circumstances, explain your options, and help you identify practical next steps. In-person and eligible remote tax services are available, with separate planning services when you need a closer look at future decisions.

Let us know how we can help

Schedule an appointment to discuss your tax preparation, planning, or financial-service needs.

Schedule A Consultation

Let’s talk about your goals and how we can help. If you think working with a financial professional could benefit you, we’ll collaborate to find the best path forward.

Schedule an Appointment

Alliance Financial & Income Tax is a Proud Participant in the RamseyTrusted program for Income Tax Services.


                                                                                             

This unpaid client testimonial/review/endorsement may not reflect the experience of other customers and does not guarantee future success or performance.

Have a tax, business or retirement question? Schedule an appointment with Alliance Financial & Income Tax.


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