807 NW Vesper Street,
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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We understand that all of us face unique tax and financial challenges. We can help take the mystery out of preparing for today and tomorrow. Whether you invest in building wealth, protecting your family, or preserving your assets, our personalized services focus on your needs, wants, and long-term goals.
We are excited to work with you.
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.
We help individuals develop, implement, and monitor comprehensive financial plans designed to mitigate risk and enhance wealth accumulation and transfer strategies.
Small business owners face unique financial planning challenges. Without the security of a traditional job, they must be proactive in their financial planning.
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 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.
If you can dream it, we can plan for it. Together we help you craft a financial life plan enabling you to make intelligent choices for the future and create the life you and your family deserve.
Today's tax laws are increasingly complicated, and the rules for deductions and credits change yearly. Are you aware of all the deductions and credits that might be available this year, even on the most basic tax returns?
Financial coaching is all about you. It’s about understanding your current situation and developing a custom plan to help you reach your financial goals. Whether you’re burdened by debt, need help with big-money goals, or want to get on the same page with your spouse, a trained coach will walk with you as you make real progress with your finances.
From tax planning to tax preparation, we help you see the big picture and consider the tax implications of your financial decisions.
Our priority is helping you take care of yourself and your family. We want to learn more about your situation, identify your dreams and goals, and understand your risk tolerance. Long-term relationships that encourage open and honest communication have been the cornerstone of our success.
Our site has educational videos, articles, slideshows, and calculators to help you learn more. As you search our site, please send us a note with any questions about any particular investment or tax concepts. We'll make sure to get back to you as soon as possible with a thoughtful answer.
We begin our planning process with a discovery meeting. We listen and learn the answers to your critical questions about cash flow, yearly cost of living, and current savings. With this information, we can help you structure an approach designed to achieve your life plans and goals.
Each family is unique. Saving for college, retirement goals, required income, and personal situations will dictate a timeline and financial horizon. Investing for retirement is different from investing during retirement, and we prepare a comprehensive proposal with recommendations for your investment holdings and factors that will dictate the success of your retirement.
We'll meet with you to review recommendations designed to help you live the life you envision. We'll review the steps needed to implement your plan and make final adjustments to ensure it's achievable for you. Throughout our relationship, we emphasize the importance of flexibility to account for changes in your life and the macroeconomic environment.
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.
"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.
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