8AM - 5PM
1301 Southwest Blvd, Jefferson City8AM - 5PM
3401 West Truman Boulevard Ste 201, Jefferson City“Kari and her team are tremendous! As a business owner and investor, having the right team to really focus on using tax strategy as wealth protection is paramount.“
8AM - 5PM
3432 W Truman Blvd # 205, Jefferson City“I have had an excellent experience as the team has organized my chaotic personal and professional finances. They have saved me money, reduced my stress and provided support as I have built a business and organized my life. They take the time needed to understand my situation, communicate clearly and respond quickly to the ever changing needs of my small business. I'm glad I found them and I wouldn't go anywhere else.“
“We have been clients for 20 + years. Great people and easy to work with. Reminds you frequently, but not annoying. We mainly work with Monica, Sheila and Bert and think the world of all three. Thanks for such a great job !!! Kathy & Mark“