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Our teamwork approach adds a broader perspective to all we do and increases our clients' benefits.

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) 220-2001 x 201

(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...

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Lana Mead

Director of Client Relations

(816) 220-2001 x 202

(816) 220-2012

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...

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Julie Naudet, AFSP

Tax Preparer

816-220-2001 x202


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...

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Denise Kean

Tax Preparer



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...

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4 Critical Social Security Facts

Social Security is a significant concern for many Americans and plays a vital role in retirement. Learn about  important Social Security facts and what you should know as an investor.

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