Business Details
42 Years
experience
Expert Accounting & Tax Services in Belton, MO
Established in 1984, our firm combines a professional business approach with a welcoming atmosphere to ensure clients feel confident in managing their financial affairs. We specialize in providing tailored accounting solutions for small businesses and individuals, focusing on building long-term relationships through personalized service. Our expertise spans bookkeeping, payroll processing, tax planning, and financial statement preparation, designed to reduce administrative burdens and optimize financial outcomes. We prioritize understanding each client's unique needs, whether they are a startup or an established enterprise, to create strategies that minimize tax liabilities and support sustainable growth. With a commitment to accessibility, we offer flexible service options including in-person consultations, email correspondence, and document drop-off for busy professionals.Our team of certified professionals brings decades of combined experience in accounting standards, regulatory compliance, and financial analysis. We believe in proactive partnership with our clients, providing ongoing support throughout their business lifecycle to enable informed decision-making and long-term success. By handling complex accounting tasks, we allow business owners to focus on core operations while maintaining financial clarity. Our dedication to excellence is reflected in our meticulous attention to detail and our adherence to the highest professional standards in all services delivered.
Services
Bookkeeping
Payroll Processing
Tax Preparation
Financial Statements
Income Tax Planning
Details
- Year established: 1984
Highlights and features
- We offer 40 years of specialized accounting experience since 1984
- Our team provides personalized bookkeeping and tax planning solutions
- We handle complete accounting cycles from payroll to financial reporting
- Flexible service options accommodate both in-person and remote clients
- Our CPA-certified professionals maintain rigorous compliance standards
Associations and certifications
- CPAs
Services
Bookkeeping
We manage complete bookkeeping solutions for businesses of all sizes. Our services include accounts payable/receivable tracking, bank reconciliation, and financial transaction documentation. Accurate record-keeping ensures business owners maintain real-time financial visibility for informed decision-making.
Payroll Processing
Our comprehensive payroll service handles employee payments, tax withholdings, and regulatory filings. We process payroll on weekly, biweekly, or monthly schedules while maintaining compliance with evolving tax laws. This includes W2/1099 preparation and direct deposit options.
Tax Preparation
We prepare federal, state, and local tax returns for individuals and businesses. Services include tax deduction optimization, liability projections, and electronic filing. Our expertise covers 1040s, 1120s, 1065s, and trust tax forms with strategic planning to minimize obligations.
Financial Statements
We create GAAP-compliant financial statements from business records or accounting software. Our balance sheets, income statements, and cash flow analyses help businesses track performance, secure financing, and meet reporting requirements for stakeholders.
Income Tax Planning
Our proactive tax planning identifies legal deductions and optimizes filing strategies. We help clients anticipate tax liabilities, structure transactions advantageously, and implement year-round strategies to reduce overall tax burden for individuals and businesses.
People
Cheryl Smither
Partner
Joined in 1988 as an accounting clerk, earned BS in Accounting, became partner in 1995. Specializes in corporate financial reporting and tax compliance. Key contact for business clients seeking comprehensive accounting solutions.
Diana Blakeman
Retired Partner
Co-founder who retired in 2023 after 30+ years service. Held critical leadership role during firm's growth phase through 2005 partnership buyout. Instrumental in establishing current operational standards.
Glenda Torbert
Office Manager
Joined in 2005 with prior 13-year nonprofit experience. Manages day-to-day operations as primary client contact. Handles payroll, tax, and accounting tasks while maintaining office operations and client relations.
Questions
What services do you offer businesses?
We provide bookkeeping, payroll processing, tax preparation, financial statements, and accounting software support for small to mid-sized businesses. Our services adapt to each company's specific needs.
Do you handle both business and personal taxes?
Yes, we prepare tax returns for corporations (1120), partnerships (1065), trusts (1041), and individuals (1040). We also offer strategic tax planning for both business and personal situations.
How can you help with accounting software?
We work with various accounting platforms, offering setup assistance, transaction processing, and financial report generation. We help optimize software usage for accurate financial tracking and reporting.
What if I need help between tax seasons?
We provide year-round accounting support including payroll processing, quarterly tax projections, and financial planning to ensure ongoing compliance and business growth throughout the year.
How do you stay current with tax laws?
Our CPA-certified team maintains continuing education requirements while monitoring legislative changes. We implement updated tax strategies to maintain compliance and optimize client benefits.
