QuickBooks
Training For You
or Staff

The Quick and Simple “Fix” to Any Potential QuickBooks Problems.

Our one-on-one instruction is the perfect way to begin your QuickBooks experience. Avoid wasting time on the generalities introduced in a typical class by having our expert come directly to your office with the goal of teaching you exactly what you need to know about your QuickBooks setup for the smooth operating and efficiency of your particular business.

Call today to schedule your appointment.

Ready to come in for an appointment?

Our schedule is very full…but if you call us at (816) 895-3141  or email us we’ll give you two options for coming in right away! We will NOT make dealing with a tax professional as painful as it’s been in the past!

A Great Retirement Planning and Portfolio Tip for Our South Kansas City Friends

Can you believe it? Three weeks until the May 17th deadline! You'll forgive me if visions of vacation and beaches are dancing through my daydreams.For many in South Kansas City, daydreams like these become more frequent while contemplating retirement (not just...

Helping South Kansas City Residents Understand the Purpose of Life Insurance

As the old joke goes, the only two guarantees in life are death and taxes.In these updates, I obviously spend a lot of time talking about taxes.And these past 12 months, no matter how things have landed for those of you in or near South Kansas City ... the other part...

Buying a House in South Kansas City During this Housing Shortage

Buying a house in South Kansas City right now is painful. Very painful. Inventory is at a historic low, and prices are skyrocketing.I have some thoughts -- and while this is admittedly not within my direct "wheelhouse" ... I think it will help as we move through the...

Big Earned Income Tax Credit Changes for all South Kansas City Filers in 2021

I have to apologize to all of my South Kansas City clients for the sheer volume of tax-centric writing I've been doing the last few weeks and months.Normally, I like to write on other topics (in addition to the tax-related stuff) ... but I cannot emphasize enough how...

Key Healthcare Changes From ARPA For South Kansas City Taxpayers

Last week marked the one year anniversary of the CARES Act (stimulus round 1). This was such a monstrous piece of legislation, it’s still being unraveled. It made "Obamacare" (ACA) and the "Trump Tax Cuts" (TCJA) seem like junior league tweaks.We had not before seen a...

How COV-19 Affected Annual RMD for South Kansas City Retirees

With a third round of "stimmy" (as the kids say) hitting bank accounts for the past week, 90MM+ Americans (including some of us in South Kansas City) are once again flush with cash. It remains to be seen what this will do for the economy, but combined with what seems...

Post-Stimulus Taxes for 2020

I mentioned last week the key provisions of the "American Rescue Plan," while it was just proposed legislation.Now that the House has passed it, there is more meat on those bones. I'll run it all down for you once it's been signed by the President, but the key...

Debunking Estate Plan Myths For South Kansas City Taxpayers (Part 2)

We're diving in, with sleeves rolled up, with a bunch of our South Kansas City area tax preparation clients in creating the best tax return possible for their 2020.Get on our list here: https://calendly.com/carloswalkercpaBut here at Carlos Walker, CPA we're also...

Debunking Estate Plan Myths For South Kansas City Taxpayers

On Friday, the IRS began accepting tax returns and people like me all around the country started buckling up for what is already quite a ride.With new PPP loans for South Kansas City small business owners, credits aplenty in all of the variety of stimulus bills,...

Attention All South Kansas City Taxpayers, Tax Season Is Here

Congratulations to the Patriots -- I mean the Tampa Bay Buccaneers -- for their Super Bowl victory.Here at Carlos Walker, CPA, we don't have a lot of time to pay much attention to such doings since tax season is here. Even though the actual submission of tax returns...