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

Honest, professional. I have experienced that they really do listen and work to match solutions and…read moretax goals to the customer.

Hi! Just thought you…read moreshould be aware of this establishment. I had a bad experience with them and my tax preparer. I filed my taxes in feb of this year and waited for my preparer to discuss with me my return. She left me a voicemail telling me that my refund was a mere fraction of any previous returns I had gotten. I was out of town for the week and so when I got back I called her to find out if I could change my filing status. She informed me that it had already been filed that way and that I had to wait until the end of the season. I was upset so I didn't pay or sign for them bc I had hoped to file an addendum in May. So the office contacted me and said it's the last day you have to sign and pay for them. I explained to that person the situation and how frustrated I was with my CPA. She told me to hold on a moment and then my CPA answered the phone. I was put on the spot immediately and I hung up. She called me right back and so I spoke to her hesitantly. I explained her again what I was looking into and she was very short with me. She obviously knew I complained about her bc of her tone and tenor. She asked me a few questions in a short manner and told me that it would take one week to prepare. I said ok. I waited two more months and contacted them again. I once again spoke to someone about the situation and explained what had happened. The person I was speaking to was the same receptionist that put me on the phone with my preparer. She apologized to me and I accepted it. She said there wasn't anyone else to talk to since I had asked for a manger. I explained that next time give the customer a heads up that they are about to put on the phone with the person they complained about. She apologized again. I told her bc of my experience I would not be back. She said that she would have my CPA call me. So my preparer finally called me back. She asked me the same questions over again in a condescending manner as if we had not talked about it. Then proceeded to tell me that she could not fulfill my request bc of my situation. It was based on something she could have looked up 6 months previously. So she pushed me off for months to be told in a patronizing way that I didn't qualify. That's when I told her about herself. She claims she wasn't being rude but based on her actions alone she showed me that she didn't care about me as a client. She made me feel like I was the one being ridiculous. I explained all of this and she gave me a half assed apology. I told her that I would not be back based on their customer service and communication. It has nothing to do with the amount of my return. I could have saved myself 6 months of frustration if she had taken 5 min to look up the information. This business doesn't seem to care about its clients.

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.

T. Williams & Associates and I have done business for many years now and I am always impressed by…read morehow easy Tania makes it. She answers any questions I have, gives me a heads up on different things so I am aware and understand what's going on, and always stays in contact with me during the process. I would definitely recommend!

From the owner: Outsourced Accounting, Payroll Administrator, Quickbooks Accounting, Tax Planning and Tax…read morePreparation for Small Businesses

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.

A true fiduciary! Mike really cares about his clients and wants to see them succeed in their life…read more He's not just in the business to sell stocks and bonds but he helps families and individuals meet their goals. I've called Mike several times to to ask his advice and never once felt pressured to buy more stocks or bonds through him. He takes great pride in seeing his clients succeed in a variety of different ways! Give him a call if nothing else you'll make a friend!

We met Doug Burson just a couple of years ago. We were forced into an IRS audit by another inept…read moreCPA. We elected to have Doug represent us. Doug is personable, professional, knowledgeable, and honest. He got us through that stressful ordeal with the results we were hoping for. Doug is proactive and dedicated to ALL of his clients, as proven when the covid situation blindsided all of us. He was quick to find out the details, provide online meetings then Youtube videos and facebook to get to us, the information we needed to help us take necessary steps to maintain our lifestyles. A good CPA is hard to find. Doug has a high level of quality service and we DEFINITELY recommend him!