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Helping individuals and small businesses achieve their financial goals.

SERVICES

TAX

Individual, business, estate, and trust tax return preparation, tax planning and tax issue resolution.

ACCOUNTING

Quickbooks support, transaction processing, account reconciliation,

     financial statement preparation, payroll and sales tax.

ADVISORY

Business planning and budgeting, forecasting, profitability review, performance reporting, app and  web product development.

TAX SERVICES

TAX RETURN PREPARATION & FILING 

  • Individual (1040)

  • Business

         - Partnership (1065)

         - Corporation (1120)

         - S-Corporation (1120S)

         - Sales and use tax

         - Payroll tax

  • Estate and Trust (1041)

  • All states

 

TAX PLANNING

  • Tax projections

  • Search for tax saving strategies

  • Business entity selection

  

TAX ISSUE RESOLUTION

  • Tax notice analysis and response

  • Representation before federal and state tax authorities

ACCOUNTING SERVICES

Quickbooks set-up, training and ongoing support.

 

Record business transactions.

 

Bank and credit card account reconciliations.

 

General ledger accounting, review & reconciliation.

Prepare income statements and balance sheets.

 

Payroll:

  • Payroll processing

  • Payroll tax preparation and filing

  • W-2 and 1099 preparation and filing

 

Sales and use tax preparation and filing.

ADVISORY SERVICES

Business planning, budgeting and forecasting.

 

Business profitability review and recommendations.

 

Business performance measurement and reporting.

 

Cash flow analysis and cash management.

 

Business purchase and sale.

 

Part time CFO support.

TAX
ACCOUNTING
ADVISORY

TEAM

JIM FLEXMAN, CPA

Jim Flexman is a licensed certified public accountant (CPA), committed to helping individuals and small business owners with their tax, accounting and financial management needs. His 40-year career in both public accounting and private industry has given him extensive and diverse knowledge and experience. Over the course of his career, Jim has provided a wide range of tax planning and preparation services to individuals, and tax, accounting and business profitability services to businesses. He has held accounting and finance leadership positions in a variety of manufacturing and service businesses. Prior to returning to public accounting, Jim worked for Sprint Corporation in a variety of financial leadership positions, most recently as Vice President – Finance, responsible for leading the company planning, budgeting and forecasting activities.

 

Jim has a Bachelor of Science degree in Accounting from the University of Illinois and a Certificate in Financial Planning from Texas A&M University.  He is a member of the American Institute of Certified Public Accountants and the Kansas CPA society.

JIMMY FLEXMAN, CPA, EA

Jimmy Flexman is a licensed certified public accountant (CPA) and a federally licensed Enrolled Agent (EA), the highest credential the IRS awards.  In addition to his tax expertise, Jimmy has a wealth of business experience, including owning and operating an internet start-up business and working for a wide variety of businesses, mostly start-up operations.  He has led product development, from ideation through design, development, testing and release, on numerous mobile applications that have been published in the App Store and Google Play Store.

 

Jimmy has a Bachelor of Science degree in Business Administration from the University of Kansas. He is a member of the American Institute of Certified Public Accountants and the National Association of Tax Professionals. He is also an Eagle Scout and former Kansas City Royals batboy.

TEAM
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CALL US TODAY AT 913.647.5105
 

CONTACT
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