As a tech employee, I've encountered several CFPs and Mike is far and away the most experienced…read moreplanner in tech. He's been an expert on so many topics that many CFPs are peripherally aware of, at best. Java Wealth is a strategic partner and offers big picture, holistic planning and gets to know your drivers and goals. The firm is equally strong in getting into weeds and has helped me break down some incredibly complex issues regarding equity pre and post-IPO (including one issue that blew us away - still don't understand how he solved it!). Mike is also just an all around great guy and a pleasure to work with. Truly can't say enough about Java Wealth Planning.

From the owner: Java Wealth Planning is a flat fee-only financial planning and investment management firm serving…read moreclients virtually across the country. I focus on Gen X & Millennial families and the many issues our generations face, with a specialization in IT professionals.

I've been going to Nancy for about 4 years now and each time it's been a fantastic experience! She…read moreis extremely knowledgeable and she knows what's she doing to help me with my personal businesses and she is willing to help any way she can! I absolutely love how personal and friendly everyone has always been! I recommend this group to everyone!

From the owner: Specializing in: - Accountants-Certified Public…read more- Financial Services - Accounting Services - Tax Return Preparation - Bookkeeping - Tax Return Preparation-Business

Doug is the best!! He always knows the answer to every question when it comes to taxes.. he is…read morequick and friendly. He works on mine and my sons taxes who is active military and is always up to date on what deductions he can take. His staff is friendly and I wouldn't let anyone else do my or my sons taxes.

From the owner: We are a full-service Accounting firm licensed in MO. We offer a broad range of services for…read morebusiness owners, executives, and independent professionals. We are affordable, experienced, and friendly.

So their yelp profile says they handle traffic tickets. I emailed them about a traffic ticket and…read moremy need to resolve it and the circumstances surrounding the reason the citation even existed. Only then to be emailed back saying they do not handle "these type of cases". Either their listing on here is incorrect, or my case didn't warrant enough importance to take up representation. Either way, very unprofessional in my opinion. Would not recommend this law firm for traffic violation cases. Seek representation elsewhere.

This is the third time I have used this lawyer for traffic related issues. If I get a speeding…read moreticket? I just call her, or email her. There's no fuss, no time spent waiting to hear back or to find out what is needed or happening.! She's prompt, professional and I would recommend to anyone.

Please focus on you and your staff's attention to detail and customer service…read more This year, our taxes were prepared incorrectly twice, the first time rejected by the IRS and the second time with a gross error caught by us: completely leaving off one person's income. Further, we went weeks without communication and had to initiate follow-up several times, which is frustrating when turning to human tax professionals for support. Finally, to top off the blatant disregard for customer relationships, we were denied a meeting to discuss our concerns and request for a refund due to all of the challenges and poor services rendered. I'm disappointed in our experience this year and sad to have to take my business elsewhere.

I've worked with Kyle and his team for a few years now to help me with my small business accounting…read moreand taxes, my payroll, and my personal taxes. He and his team are the best there is. They are timely, proactive, and have amazing bedside manners. I would highly recommend them to any business owners and individuals looking for a proactive CPA.

While I normally save my reviews for the "fun" things in life such as restaurants, I felt the need…read moreto Yelp on this topic. In my early thirty's with a "decent" income and some student loans, i've just recently saw the light and started wising up in regards to my family's financial future. The guys at ATA are local Lee's Summit guys (which means a lot to me) and since i'm not a financial guru, they explained things very clearly and simple for my wife and I to understand. It's truly a one stop shop as they cover FINANCES, INVESTMENTS, TAXES, INSURANCE, and Mid-American Mortgage to boot. I'm not a big fish by any means but they value my business and are always a phone call away. I feel a LOT better knowing that for a small price my family is covered in the event that something happens to me. If you are in the eastern jackson county area, go see these guys! Lyall is the finance guy and Aaron handles mortgages.

I couldn't be more disappointed in the quality of tax preparation or the unprofessionalism…read moreexhibited by Lyall Friedline. On tax preparation, for two years in a row their assistant did not copy our FM 1095-A which resulted in letters from the IRS both years. The first year was over a $1200 mistake. The second year my wife visited the office with the IRS letter. Lyall and his relative were out on vacation. When Lyall called back the next week, he accused my wife of threatening them based on words his assistant said and instructed her to never come to the office again and refused to address the IRS letter. His relative Jason continued the unprofessional attitude by indicating we were at fault for the mistake of his assistant not copying the form. The unprofessional and aggressive behavior resulted in us handling the IRS letter ourselves despite them preparing our taxes. Utilize them at your own risk.