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Tax Preparation & Tax Planning Services


Alliance Financial & Income Tax provides tax preparation and planning for individuals, families, business owners, and retirees. Explore the services below, or contact our Blue Springs office if you are unsure where to start.

Explore Our Tax Services


Individual Tax Preparation

Federal and state returns involving wages, retirement income, investments, self-employment, deductions, credits, and other personal tax matters.

Learn More About Individual Tax Preparation

Small Business Tax Services

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

Explore Small Business Tax Services

Proactive Tax Planning

Tax projections and guidance on income changes, estimated payments, business decisions, property transactions, and year-end planning.

Learn More About Proactive Tax Planning

Rental Property & Real Estate Taxes

Reporting rental income, expenses, depreciation, property sales, and related tax considerations.

Explore Rental Property Tax Services

IRS & State Tax Representation

Review of notices, unfiled returns, balances due, and eligible representation matters.

Learn More About IRS & State Tax Representation

Retirement Tax Planning & Roth Conversions

Evaluate the tax effects of retirement income, required distributions, withholding, and potential Roth conversions.

Converting from a traditional IRA to a Roth IRA is a taxable event.

Explore Retirement Tax Planning

Estate & Trust Tax Preparation

Final individual returns, fiduciary income tax returns, and related beneficiary reporting.

Learn More About Estate & Trust Tax Preparation

Cryptocurrency and digital asset taxes

Reporting and planning for digital-asset activity, with attention to transaction records and cost basis.

Explore Cryptocurrency & Digital Asset Tax Services

Secure Virtual Tax Preparation

Eligible tax returns completed through our secure client portal and communication with our team.

Explore Virtual Tax Preparation

A local team to help you choose the next step

Our veteran-owned firm has served the Kansas City area since 2002 and is led by Mike Mead, an Enrolled Agent. We will help identify the appropriate service and explain the information needed to begin.



Schedule an Appointment

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Not sure which service is right for you? Schedule an appointment with Alliance Financial & Income Tax and we’ll help determine the appropriate next step based on your tax or financial planning needs.

Common Tax Errors to Avoid

Filing your taxes can be an involved process, and accidental errors can be easy to make. Grab this handy guide to get some tips to avoid some common filing errors.

Have a Question? Send us a message and a member of our team will follow up with you.

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