At Aspire Tax Center, we provide a full suite of tax and
accounting services to support both your personal and business tax needs.
We help maximize your tax return by working to ensure you get every credit and deduction you deserve. We also streamline your company’s accounting functions so you’re free to focus on growing your business.
We get to know you, your business and your unique tax situation in order to develop custom strategies that meet your specific needs. When you work with us, you can be confident that we’re leaving no stone unturned as we strive to maximize your return.
Using our streamlined process, you have the option of scanning your documents for us to e-file. We also have extended business hours during tax season to help ensure we’re here when you need us.
See below for more detail
If you’re using an out-of-the-box tax filing system, how can you be confident you’re receiving the maximum possible tax refund? At Aspire Tax Center, we take time to understand your personal tax situation and identify all potential credits and deductions. We strive to build long-term relationships in order to optimize your tax filing status over time. Unlike your tax filing software, we’re available to answer your tax filing questions and offer suggestions to help improve your future returns.
We support business owners’ accounting needs so you can focus on making your company a success. Our experienced CPAs take time to get to know your business and implement custom strategies to help free up capital and enhance your monthly cash flow.
Our accounting services include:
The key to lowering your taxes over time is to incorporate strategic tax planning strategies into your overall financial plan. We provide both tax and financial planning services and focus on managing your overall investments, income and capital gains taxes in a tax-efficient manner. This helps ensure your overall financial plan is working alongside your tax plan to minimize your tax rate and overall tax exposure. We often suggest portfolio strategies such as tax-loss harvesting, asset location and tax-efficient withdrawals in retirement, which all have the potential to lower your tax liabilities while enhancing your investment returns.
Our payroll administration services help streamline your business operations so you’re free to focus on more important matters. Not only do we ensure your employees are paid accurately and on schedule, we also help identify and eliminate expensive tax penalties.
Our payroll services include:
Todd Schick, EA, CFP™, CLU™ & ChFC™
5601 NE Antioch Road, Suite 8
Gladstone, MO 64119
Phone: 816-455-9100
Fax: 816-455-9105
Email: info@AspireWealthMgt.com
All Rights Reserved | Aspire Wealth Management
Different types of investments involve varying degrees of risk including market fluctuation and possible loss of principal value. There can be no assurance that any specific investment strategy will be profitable. Our firm is not affiliated with the US Government of any governmental agency. Please visit www.ssa.gov for guidance on your individual situation. Our firm does not provide legal tax advice. Please consult a tax and/or legal professional for guidance with your individual situation.
Securities offered only by duly registered individuals through Berthel Fisher Company, LLC (BFC), member
FINRA/SIPC. Investment advisory services offered only by duly registered individuals through Aspire Wealth Management, LLC, a Registered Investment Adviser. Insurance offered through Aspire Wealth Management, LLC. BFC and Aspire Wealth Management, LLC are not affiliated companies.
Tax services are offered through Aspire Tax Center. Berthel Fisher Company, LLC and Aspire Wealth Management, LLC do not offer tax or legal advice.
ADV Part 2 A Privacy Policy