Business Details
Your Trusted Accounting Partner in Independence
Sperry & Associates CPA PC CPA PC has been delivering professional accounting services for over 30 years, specializing in tax preparation, bookkeeping, payroll, and business advisory solutions. Our team of certified experts, including QuickBooks Pro Advisors, serves small to large businesses in Independence, Missouri, and surrounding areas. We prioritize client success through personalized strategies, real-time accounting software integration, and a commitment to staying current with evolving financial regulations.Our experience spans individual tax returns, corporate filings, payroll management, and strategic business growth planning. We differentiate ourselves through transparent communication, technical proficiency, and a focus on minimizing clients' tax liabilities while maximizing financial opportunities. With decades of combined expertise, we maintain rigorous professional standards while adapting to technological advancements in accounting practices.
Services
Tax Preparation
Bookkeeping
Payroll Services
Business Advisory
Highlights and features
- We offer 30+ years of combined accounting experience.
- Our team includes QuickBooks Certified Pro Advisors.
- We provide personalized tax optimization strategies.
- Our services cover full business financial cycles.
- We maintain rigorous compliance with tax regulations.
Associations and certifications
- QuickBooks Certified Pro Advisors
What people say
Expertise, determination, commitment to excellence
Above and beyond my expectations
Fixed all my tax issues
Everything is by the book
Amazing to work with
Services
Tax Preparation
We prepare individual, family, and business tax returns including corporations, partnerships, and self-employed entities. Our certified professionals ensure compliance with current tax laws while optimizing deductions and credits. Services include amended returns, extensions, and payroll tax filings.
Bookkeeping
Full-cycle bookkeeping services using QuickBooks Online and Desktop platforms. We handle accounts receivable/payable, financial reporting, sales tax filings, and bank reconciliations. Our certified Pro Advisors provide real-time support and quarterly transaction reviews for accurate financial tracking.
Payroll Services
Comprehensive payroll processing including tax deposits, W-2/1099 preparation, and pay stub generation. We manage weekly, bi-weekly, and monthly cycles while maintaining compliance with evolving tax regulations to ensure timely employee payments.
Business Advisory
Customized business growth strategies focusing on revenue expansion and operational efficiency. Our advisors help develop financial plans, assess growth needs, and implement solutions tailored to each business's unique requirements and market conditions.
People
Teresa Sperry
CPA
Certified Public Accountant and QuickBooks Pro Advisor with over 30 years of experience in tax strategy and business financial planning.
Cindy Julian
Staff Accountant
Experienced accounting professional providing support in bookkeeping, payroll processing, and financial reporting for business clients.
Joan Schmitt
Staff Accountant
Dedicated accountant assisting with tax preparation, financial statements, and compliance reporting for individual and corporate clients.
Questions
What accounting services do you offer?
We provide tax preparation, bookkeeping, payroll services, and business advisory solutions for individuals and businesses in Independence, MO.
Are you certified QuickBooks Pro Advisors?
Yes, our team includes certified QuickBooks Pro Advisors who can assist with both QuickBooks Online and Desktop platforms.
Do you handle business tax filings?
We prepare partnership returns (1065), S-Corporation (1120S), C-Corporation (1120C), and sole proprietor (Schedule C) tax filings.
How long have you served the community?
Our firm has provided accounting services to local businesses for over 30 years with a focus on personalized financial solutions.
Can you assist with payroll tax compliance?
We manage payroll tax deposits, W-2/1099 processing, and ensure compliance with federal and state payroll tax regulations.
