Sean Balisle
PRACTICE EMPHASIS Assists clients with tax, audit, loan reviews, directors’ exams, & consulting Provides tax, audit, & consulting to small businesses & individual tax planning & returns CREDENTIALS Certified Public
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Service: Tax
Meredith Bosso
PRACTICE EMPHASIS Expertise in tax preparation & tax planning for businesses & individuals Provides tax planning & preparation related to trusts, estate planning, & gifts CREDENTIALS Certified Public Accountant Certified
Kristi Wilkins
PRACTICE EMPHASIS Specializes in accounting system setup & customizations, entity set-up/registration for federal & state operations, & financial reporting & compilations Expertise as an on-site controller Assists clients with payroll
Josh Brock
CREDENTIALS Certified Public Accountant EDUCATION B.S. degree in Accounting, Southwest Baptist University Participates in 40+ hours of CPE annually PROFESSIONAL MEMBERSHIPS American Institute of CPAs, Member Missouri Society of CPAs
Barb Houser
PRACTICE EMPHASIS Expertise in looking at a small business client’s full financial picture including accounting, auditing, & taxation Specializes in non-profit accounting, auditing, & taxation CREDENTIALS Certified Public Accountant Not-for-Profit
Jay McIntyre
PRACTICE EMPHASIS Provides accounting & tax services for businesses Expertise in wealth management, retirement, & insurance planning Performs tax planning & preparation of individual taxpayers CREDENTIALS Certified Public Accountant EDUCATION
Irick Thurman
PRACTICE EMPHASIS Specializes in manufacturing, wholesale, & franchise accounting & auditing Oversees employee benefit plan audits, including 403(b), 401(k), and employee stock ownership plans CREDENTIALS Certified Public Accountant EDUCATION B.A.
Gretchen Russell
CREDENTIALS Certified Public Accountant EDUCATION B.S. degree in Accounting, Missouri State University Participates in 40+ hours of CPE annually PROFESSIONAL MEMBERSHIPS American Institute of CPAs, Member Missouri Society of CPAs,
Greg Ramsey
PRACTICE EMPHASIS Specializes in corporate & individual tax planning & compliance, bankruptcy taxation, & assisting clients with IRS compliance & collection issues Serves as a business tax consultant Structures retirement
Gary Wells
PRACTICE EMPHASIS Specializes in manufacturing, wholesale, & franchisee restaurant accounting & auditing Expertise in employee benefit plan auditing, consulting, & compliance, individual tax planning & preparation, business planning & consulting,