Serving Eastern Jackson County, we are your tax and investment firm in Blue Springs Missouri. Specializing in business and individual taxes and financial matters we pride ourselves in long term family like relationships. We have been serving the communities of Blue Springs, Grain Valley, Lee's Summit, Independence and the surrounding area since 2002.
Investment & Tax Planning in Missouri
Through a proactive planning approach we can reduce your state and federal tax liabilities. The savings in taxes will enable you to:
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Pay off your debt
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Fully fund your retirement
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Plan a vacation
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Send your children or grandchildren to college
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Take care of your other important financial concerns
Not Just Another Advisor
Our firm prides itself as a partner to our clients. From the beginning our approach is as educators; focusing on educating you so that you can make better informed decisions. We have always employed the philosophy of Zig Ziglar, 'You can have everything in life you want, if you will just help enough other people get what they want.' We are here to guide you through the difficult terrain of your personal and business finances by helping you create and implement a plan.
The Tax Expert In Your Family
Every year the federal and state governments make hundreds of changes in the tax codes. No wonder Albert Einstein is quoted as saying "The hardest thing in the world to understand is the income tax". At Alliance Financial & Income Tax we keep track of the tax law changes and let you know how they affect you and how to take advantage of them in time.
We can provide you with valuable information to help you make important financial decisions, such as planning for retirement, buying a home, financing a college education, or investing for your family's future. Mike may assist you with 401k rollovers, Traditional and Roth IRAs, Brokerage Accounts, Variable Annuities, Educational IRAs, Mutual Funds and Term Insurance.
