Alliance Financial Team — Blue Springs Tax Pros

Our Team

At our firm, we have the client - and only the client - in mind.

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal 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 foundation of success.

^{We can help you address:}

^{We also can answer your questions, including:}

Can I retire early? *
Are my investments working hard enough? *
What’s a good approach for college savings? *
What are the elements of a sound estate strategy?
Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

* These services are offered by Mike Mead through his affiliation with Cetera Wealth Services LLC and Cetera Investment Advisers LLC.

Mike Mead, EA, CTC

Enrolled Agent, Certified Tax Coach

(816) 220-2001 x 201

(816) 220-2012

mmead@afitonline.com

Mike entered the finance industry in 1994 after serving ten years with the United States Air Force. He has served as an Investment Accountant and a Financial Controller prior to establishing Alliance Financial & Income Tax with his...

Lana Mead

Director of Client Relations

(816) 220-2001 x 202

(816) 220-2012

lmead@afitonline.com

Prior to Lana establishing Alliance Financial and Income Tax with her husband Mike, Lana was a school teacher. She earned her Bachelor of Science degree in Physical Education in 1988 from Central Missouri State University. For the...

Julie Naudet, AFSP

Tax Preparer

816-220-2001 x202

816-220-2012

jnaudet@afitonline.com

Julie Naudet entered the tax and accounting industry in 2010 as our Office Manager. She grew her job roles to Tax Preparation by earning credentials in the Annual Filing Season Program starting in 2018. She is high energy, direct and...

Ann Marie Wenzel

Administrative Assistant

816-220-2001

816-220-2012

awenzel@afitonline.com

Ann Marie began her career with Alliance Financial and Income Tax in 2025 as a part-time team member and has since grown into her current role at the front desk. She is responsible for client onboarding, scheduling, and maintaining...

Ryann Garcia

Administrative Assistant

816-220-2001

816-220-2012

rgarcia@afitonline.com

Ryann entered the tax and accounting field in 2024 during the tax season as an office assistant. We quickly realized she had the skills to work and grow in our office full-time. Her knack for helping people and enthusiasm for learning...

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