Your CPA is a key part of your financial life, but they can’t do it alone. Each CPA has a team to assist as they prepare to file tax returns.

The initial meeting is usually held by one of our Senior Accounting staff. They have been trained to ask key questions, gather information and note changes in your circumstances. Information gathered during this meeting is reviewed by your CPA and if additional information is needed, the team administrative assistant will reach out to you. Often, your CPA will consult with the team financial advisor to discuss tax savings opportunities. We may reach out to you during or after tax season to discuss ways to coordinate your tax planning.

The preparation of the return is done by staff accountants and then sent to your CPA for review. This process will usually take about 2 weeks. The CPA is responsible for applying tax rules to your situation, considering alternatives in how rules could be applied, and make determinations of what is or is not permitted under tax rules. Every return is personally finalized by your CPA to ensure compliance and accuracy.

When the final review is complete, you will be contacted by the team administrative assistant. We are happy to deliver your completed tax returns in person, by internet portal, or in some cases, by US mail. We collect fees for our services prior to delivering your final tax returns and we accept many types of payments for your convenience.

Sometimes, mistakes happen, and we want to make sure each return is accurate. We ask that you review your return for basic information errors, and we are happy to correct if necessary. If you would like to review your return with us, please contact our office to set up an appointment. If you have any questions during the process, please reach out to your local office at LS@kansascity-cpa.com or OP@kansascity-cpa.com .