Meet Your Team
At our firm, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
We can help you address:
- Investing principles and strategies *
- Retirement investing and distribution strategies *
- Estate conservation issues
- Income Tax reduction planning & preparation
- IRS tax problems
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 Avantax Wealth Management
Mike Mead, EA, CTC
Enrolled Agent, Certified Tax Coach
(816) 220-2012
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...
Julie Naudet, AFSP
Tax Preparer
816-220-2012
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...
Denise Kean
Tax Preparer
816-220-2012
Denise entered the accounting industry in 1997. She has been the Chief Financial Officer of a company for more than ten years. She joined our team in 2023 as a Tax Preparer. She is currently studying for her Enrolled Agent...