We provide professional tax preparation and tax planning, as well as retirement planning, wealth management, and insurance solutions. Our goal is to help individuals, families, and small businesses build, protect, and manage their financial future.

Yes! We offer free consultations so we can learn about your situation and explain how we can help before you commit to anything.

You can call us at 816-220-2001 or visit www.afitonline.com/appointments to request an appointment. 

We are located at 807 NW Vesper St., Blue Springs, MO 64015, and proudly serve clients locally and beyond.

No.  If you prefer you may use our Secure Client Portal to upload your tax documents and schedule a phone call to discuss your specific tax situation. Please complete our client intake forms and upload them along with your supporting tax documents.  

Yes. We prepare individual, self-employed, and small business tax returns, including many common business and contractor situations.

Typically, you should bring:

Your photo ID
Social Security cards for you and your dependents
Last year’s tax return (if available)
W-2s, 1099s, and other income documents
Receipts or records for deductions and credits

Please refer to our tax organizers and checklist for the items to provide.  If you are a new client, please also provide the past years' tax returns as well as a copy of your Social Security card for each individual on your tax return. 

If you have not received your Form W-2 on time, you should ask your employer for it. If you do not receive it by February 15, call the IRS at 1-800-829-1040. If you think that you are missing other documentation, call the institution, many have a phone help line that can take care of your question immediately. Banks are not required to send a 1099 statement of income received if you earned less than $10, so you may not receive that. They are also not required to send you an interest statement if you PAID less than $600 in interest. This information can be acquired by using monthly statements if required.

Absolutely. We can help you plan your withholding, explore payment options, and create strategies to reduce future tax balances and avoid surprises.

If you receive a letter or notice from the IRS, it will explain the reason for the correspondence and provide instructions. Many of these letters and notices can be dealt with simply, without having to call or visit an IRS office. Call our Tax Professionals as soon as your letter arrives and we will work with you to resolve any issues. Our Tax Professionals are available all year round for tax support.

The price to prepare your tax return varies based on the type and complexity of your return; our average fee is $250–$300. Contact us for a personalized estimate.

YES! Our Tax Professionals prepares state tax forms for all states that require the filing of a tax return.

Although our Tax Professionals will e-file your return in a timely manner, your balance due needs to be paid by April 15th. You may choose to pay by check with a voucher supplied by our Tax Professionals or have the funds automatically withdrawn from your savings or checking account on the date you determine. You may also pay by credit card using the IRS Make a Payment.  If you are not able to pay your balance in full, speak with your tax professional to learn if a payment plan is right for you.

• Check your gross income vs. IRS filing thresholds for the 2025 tax year (these depend on filing status and age). If your income equals or exceeds the threshold, you must file.
• Self‑employment: $400 or more in net earnings requires filing.
• Other triggers: certain credits, household employment, health‑care premium tax credits, owing alternative minimum tax, or receiving distributions from retirement accounts can require a return.

A dependent student must file a federal tax return if they meet any IRS filing triggers — typically if their earned or unearned income exceeds the dependent thresholds, if they have $400 or more in net self‑employment income, or if special situations apply (refunds, credits, household employment, or owing certain taxes). Check the IRS “Dependents” guidance and the current filing‑threshold tables for the tax year in question or contact our office at 816-220-2001.

Yes — some or all of your Social Security benefits can be taxable at the federal level depending on your “combined income.” If your combined income exceeds IRS thresholds, up to 85% of benefits may be taxable; check your exact numbers and consider Missouri state rules separately.

Refund times depend on the IRS and your filing method. E-filed returns with direct deposit are usually the fastest. You can track your refund using the IRS “Where’s My Refund?” tool.

No. Under your installment agreement, any future refund will be applied to your outstanding balance; any excess will be returned to you.

Tax planning is about looking ahead and making smart financial decisions to legally reduce your tax burden. This can include adjusting withholding, timing income and deductions, and choosing the right strategies for your situation.

No. Tax planning can benefit almost anyone, including families, retirees, and small business owners. Even small changes can make a big difference over time.

Yes. We help clients create custom retirement strategies based on their goals, timeline, and risk comfort level.

Yes. We provide wealth management and insurance solutions designed to help protect your family and your future while working toward long-term financial goals.

Definitely. While taxes are a big part of what we do, we also focus on long-term financial strategies, including retirement, savings, and protection planning.

We offer:

Personalized, one-on-one service
Trusted local expertise in Blue Springs, MO
Clear, honest advice
A focus on long-term relationships—not just tax season
We’re here to be your financial partner, not just your tax preparer.

Yes. While we’re based in Blue Springs, MO, we can work with many clients remotely depending on their needs.

Just give us a call at 816-220-2001 or visit www.afitonline.com to schedule your free consultation. We’ll take it from there!