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Could Your Money Work Harder For You?

Alliance Financial & Income Tax is a veteran-owned and operated income tax and financial services business in Blue Springs, Missouri.  We have been helping families and small businesses in the Kansas City area with their taxes and finances since 2002.

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From One Professional to Another / Let&#8217;s Work Together

From One Professional to Another / Let’s Work Together

Are you self-employed, a small business owner, a landlord, an investor, or a hard-working team member?  You work hard to provide for your family; then it’s tax season.


Is that you?


And a big part of your savings is gone because of paying taxes.


You wish you could save some of your money, invest in retirement accounts, your business, your rental property, or at least have projected your tax liability. 


If you think this sounds like you, we need to talk.


Let us help you and guide you on legally minimizing your tax liability.


We are excited to work with you. 

Schedule an Appointment

What We Do

Financial Planning

Financial Planning

If you can dream it, we can plan for it.  

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&#160;Tax&#160; Preparation&#160;

 Tax  Preparation 

Are you aware of all the deductions and credits that might be available this year, even on the most basic tax returns?  

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Financial Guidance

Financial Guidance

We create strategies that are tailored to your financial needs and goals.

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Tax Reduction

Tax Reduction

We help you see the big picture and consider the tax implications of your financial decisions.

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Who We Serve

Our experienced professionals provide personalized investment and tax planning services to people of all backgrounds. We understand the unique financial challenges that each faces and work with them to develop a plan that meets their specific needs and goals.

Retirees &#38; Pre-Retirees

Retirees & Pre-Retirees

We help individuals develop, implement, and monitor comprehensive financial plans designed to mitigate risk and enhance wealth accumulation and transfer strategies.

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Small Business Owners

Small Business Owners

Small business owners face unique financial planning challenges. Without the security of a traditional job, they must be proactive in their financial planning. 

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Working Professionals

Working Professionals

We help employees maximize their benefits and employer-sponsored plans to support a smooth transition into retirement via a personalized strategy tailored to their needs.

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Women

Women

Women face unique challenges when building wealth and creating financial security. We are committed to helping you navigate your financial obstacles and create the life you deserve.

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Our Three Step Process

1

Discover


Schedule a meeting to sit down with us and discover what your ideal retirement looks like.

2

Evaluate & Plan


We’ll examine your current financial situation and determine a plan for your financial needs.

3

Implement 


We'll review the steps needed to implement your plan and make final adjustments to ensure it's achievable for you.

Schedule A Consultation

Let's talk if you believe you could benefit from working with a financial professional.  We’ll work together to see how we can best serve you.

Schedule an Appointment

Alliance Financial & Income Tax is a Proud Participant in the Dave Ramsey Endorsed Local Provider program for Income Tax Services.

                                                                                             Tax Preparation and Financial Services | Mike Mead, EA, CTC

What to Do with a Windfall

"What to Do with a Windfall" provides guidance for handling a financial windfall. The ebook suggests taking a deep breath before making any decisions and seeking help from a financial professional to ensure funds are allocated wisely.

How Can We Help?


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Learn How to Avoid These 6 Common Tax Errors

Knowing how you need to file your taxes depends on your income and filing status, as well as which deductions and credits you can claim. In this free ebook, we share some common errors to avoid.



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