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.
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.
What We Do
Tax Preparation
Are you aware of all the deductions and credits that might be available this year, even on the most basic tax returns?
Financial Guidance
We create strategies that are tailored to your financial needs and goals.
Tax Reduction
We help you see the big picture and consider the tax implications of your financial decisions.
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 & Pre-Retirees
We help individuals develop, implement, and monitor comprehensive financial plans designed to mitigate risk and enhance wealth accumulation and transfer strategies.
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.
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.
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.
Our Three Step Process
1
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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.
Alliance Financial & Income Tax is a Proud Participant in the RamseyTrusted program for Income Tax Services.
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.