Welcome to Waldo Business & Tax Accounting, your trusted partner in financial success! Established in the Kansas City Metro Area, we specialize in providing comprehensive tax planning and accounting services for both businesses and individuals.
Our Mission
Our mission is to empower our clients with personalized financial strategies and support, enabling them to achieve their financial goals, optimize their tax positions, and make informed financial decisions. We believe in building strong relationships with our clients, offering personalized guidance and fostering open communication throughout the process.
Core Values
- Accuracy: We prioritize meticulous attention to detail and adhere to the highest ethical standards in all our work.
- Accountability: We take ownership of our commitments and maintain transparency in our financial management practices.
- Integrity: We adhere to strict ethical guidelines and maintain confidentiality in client information.
- Expertise: Our team comprises experienced professionals with diverse backgrounds and extensive knowledge in tax planning, accounting, and business advisory services.
Our Services
We offer a comprehensive range of services to meet your financial needs, including:
Business Services
- Comprehensive tax planning and compliance
- Business accounting and financial statements
- Business valuation and financial consulting
- Succession planning and business advisory
Individual Services
- Tax planning and preparation for individuals and families
- Payroll and estimated tax payments
- Retirement planning and investment strategies
- Estate planning and tax compliance
Personalized Approach
We understand that every client is unique, with different needs and goals. We take the time to understand your individual circumstances and develop personalized plans that align with your specific financial situation and aspirations.
Working with Us
- We value open communication and collaboration.
- We provide timely and responsive feedback.
- We tailor our services to your individual needs and budget.
Our Team
Our dedicated team of professionals is led by Kelsey Taylor, CPA, JD, who brings extensive experience and knowledge to guide you through your financial journey.
Contact Us Today
We are committed to helping you achieve financial success. Get in touch with us today to schedule a consultation and discuss your financial goals!
