
Your Tax Man
Kansas City, Missouri Area

Your Tax Man
Kansas City, Missouri Area
I entered the finance industry in 1994 after serving ten years with the United States Air Force. I have served as an Investment Accountant and a Financial Controller prior to establishing my own practice with my wife Lana in 2002. I earned my Bachelor of Science degree in Management/Accounting from Park University while serving in the Air Force and later earned the professional designation of EA Enrolled Agent from the Internal Revenue Service. I am active member of the National Association of Tax Professionals, National Association of Enrolled Agents, National Association of Accountants, and of the Financial Planning Association. I am currently preparing to take the certification exams to receive my Certified Financial Planner designation.
My focus is to assist individuals and small business in pursuing their financial objectives through education, personalized accounting, tax, financial, and investment management services.
My goal is to help my clients pursue their financial goals the same way they would do it for themselves if they had my expertise, my experience and the time to do it. I am committed to delivering the highest quality personal financial service that any client has ever experienced.
Income tax liability reduction planning for individuals and small to medium size companies.
(Accounting industry)
June 2001 — Present (8 years 2 months)
At Alliance Financial & Income Tax we offer hourly as needed financial services, tax planning and advice to anyone regardless of income.
We specialize in the unique needs of everyday people. For consumers, that means affordable access to objective and expert advice when it’s needed:
No net worth or account minimums required.
No sales pressure.
No third-party sales incentives.
No long-term contracts or asset management required.
HOW WE CAN HELP
We believe that professional, objective and easy-to-access financial information is something everyone needs, at least periodically, to help them obtain essential financial guidance and build the brightest financial future. It doesn’t matter if that advice involves answering one question or helping to develop and manage a lifelong plan. You are never alone.
(Wholesale industry)
December 1998 — November 2000 (2 years)
(Public Company; 10,001 or more employees; Gambling & Casinos industry)
June 1998 — December 1998 (7 months)
(Automotive industry)
June 1996 — June 1998 (2 years 1 month)
(Accounting industry)
November 1994 — June 1996 (1 year 8 months)
Responsible for determining the Net Asset Value of 9 mutual funds
(Government Agency; 10,001 or more employees; Military industry)
February 1985 — November 1994 (9 years 10 months)
Emergency Actions Controller working in the Command Center
Financial Planning 1994 — 1994
BS , Management/Accounting , 1990 — 1994
National Association of Tax Professionals
National Association of Enrolled Agents
National Society of Accountants