Client Feedback: Kim, Lisa, and Kaylee are all fantastic to work with, highly knowledgeable, responsive, and accessible. I have a deep sense of relief as a business owner that I have a team on my side to keep all my ducks in a row and ready for the next thing. I would recommend them to anyone who needs detailed, skilled tax preparation or planning! R.C. 2. Kim, Lisa, and Kaylee are all fantastic to work with, highly knowledgeable, responsive, and accessible. I have a deep sense of relief as a business owner that I have a team on my side to keep all my ducks in a row and ready for the next thing. I would recommend them to anyone who needs detailed, skilled tax preparation or planning! R.C. 3. Lisa and her team are amazing. They are all very good and approachable. I would encourage someone to try them. They do my business and personal taxes. S.T. 4. We have had Complete Tax Solutions prepare our company's returns for a few years. They have solved numerous problems effortlessly. They are very approachable and professional. L.B. 5. We have had Complete Tax Solutions prepare our company's returns for a few years. They have solved numerous problems effortlessly. They are very approachable and professional. L.B. 6. My husband retired last year and Lisa told us exactly how much to withhold for taxes in 2022, and it worked out perfectly. Thanks to a great staff, and a heartfelt thank you!!! C.Z. 7. I switched to Lisa because my previous preparer raised the fee outrageously. She answered all my questions, and Kim made my transition to her office easy. I am very grateful to both of them. K.C. 8. I switched to Lisa because my previous preparer raised the fee outrageously. She answered all my questions, and Kim made my transition to her office easy. I am very grateful to both of them. K.C. 9. Lisa...
Frequently asked questions
7 questions
What do Complete Tax Solutions clients say about the work?
Clients frequently praise Kim, Lisa, and Kaylee for their knowledge, responsiveness, and accessibility. Many express relief at having a reliable team to manage their tax needs, highlighting their efficiency and friendly service.
Does Complete Tax Solutions offer tax planning services, and how do clients feel about them?
Yes, they provide tax planning services, including retirement, investment, and estate tax planning. Clients appreciate the detailed guidance and expertise, noting the team's ability to simplify complex tax situations.
Can I get help with IRS audit assistance at Complete Tax Solutions?
Yes, they offer IRS audit assistance as part of their tax consulting services. Clients have expressed gratitude for the team's support during challenging audit situations.
What bookkeeping services does this practice provide?
Complete Tax Solutions offers monthly bookkeeping services, reconciliation services, and year-end financial statements, ensuring thorough financial management for clients.
Does Complete Tax Solutions help with business tax preparation?
Yes, they specialize in business tax preparation, including tax amendment services and filing assistance, which clients find invaluable for maintaining compliance and organization.
Who leads the team at Complete Tax Solutions?
Lisa is noted as a key professional at Complete Tax Solutions, recognized for her expertise and the quality of service she provides to clients.
Where is Complete Tax Solutions located?
205 Creekside Office Dr, Wentzville, MO 63385, USA
Location & directions
Wentzville, Missouri
Complete Tax Solutions
Tax Accountant
Address
205 Creekside Office Dr, Wentzville, MO 63385, USA