The client may move. The business may cross borders. The tax history still needs one home.
Sullivan & Co. provides Kansas City-based CPA guidance for individuals and businesses with changing lives, expanding operations, and filing responsibilities that do not stop at one state line.
A new address can create an old tax question in another state.
Relocation, remote work, property in another jurisdiction, an inherited account, a retirement move, or a business expansion can produce filing obligations that continue long after the client's circumstances have changed. Withholding catches up more slowly than life does.
Sullivan & Co. is the keeper of continuity — not merely the preparer of an isolated return. Prior-year positions, state residency history, entity structure, and open notices are organized in one place, so the next return builds on the last one instead of starting over.
Three ways clients arrive at the firm.
Personal Tax Circumstances Changed
Moves, new homes, growing families, inheritances, retirement, education planning, property activity, and other life events that reshape the return.
Discuss What ChangedThe Business Added Complexity
New entities, additional states, accounting needs, transaction structuring, growth decisions, succession planning, and changing filing obligations.
Map the Business ObligationsA Tax Authority Is Asking Questions
Audit notices, examinations, document requests, and other representation matters where a clear, organized response is required.
Review the Notice
Denise Sullivan keeps the tax relationship intact while the facts around it change.
Denise M. Sullivan, CPA leads Sullivan & Co. from Kansas City, preparing individual and business returns for clients across all 50 states. Her work centers on continuity: the return, the books, and the transactions have to agree — even when a client's life or footprint changes between filings.
Clients rely on her for multi-state return preparation, strategic tax planning, accounting and bookkeeping oversight, transaction structuring, business consulting, and representation before tax authorities. She serves clients both in person at the Ward Parkway office and remotely through secure document exchange.
Fifty states do not create fifty separate financial lives.
A single client can carry residency, income, property, or business activity in more than one state at the same time. The right question isn't which state — it's which set of states, and in what order.
Discuss a Multi-State ReturnSullivan & Co. prepares federal and state tax returns nationwide. CPA licensure and attest services are jurisdiction-specific and are distinct from tax-return preparation; we discuss the scope of any engagement in advance.
The tax return changes when the client's life changes — even when withholding does not.
- 01Marriage or Divorce
Filing status, credits, and residency positions reset.
- 02Birth or Adoption
Dependents, credits, and long-horizon planning open up.
- 03A New Home
Basis, deductions, and state-of-record questions appear.
- 04Relocation
Residency, part-year returns, and income sourcing shift.
- 05Starting or Selling a Business
Entity, transaction structure, and successor filings matter.
- 06Inheritance
Basis, beneficiary reporting, and state-level filings surface.
- 07Retirement
Distribution timing and state residency drive the return.
- 08Education Funding
Accounts, credits, and gifts interact with the return.
- 09Estate or Succession
Continuity of records becomes the point of the plan.
General education only. Personalized tax outcomes require a formal engagement and a full review of the client's facts.
A business expansion becomes a tax footprint before it becomes a second office.
Hiring, remote employees, sales activity, property, new entities, acquisitions, and transaction changes can each affect registration, payroll, income-tax filings, sales-tax obligations, accounting structure, owner reporting, financial statements, and succession planning — often before ownership realizes it.
Review the Business FootprintMulti-state tax work exposes every inconsistency the books carried across the border.
Ongoing recordkeeping tuned to tax-return needs.
Bank, credit, and inter-account clean-up.
Statements prepared in a consistent format.
Categories aligned to filing positions.
Books that survive the return being prepared.
On-site or remote, in scope with each engagement.
Establish where the activity occurred before deciding where the return belongs.
- 01Map the Facts
Identify residences, income sources, entities, property, and states involved.
- 02Gather the Records
Collect prior returns, financial statements, transaction details, and notices.
- 03Define the Obligations
Explain filing requirements, working assumptions, and what is still missing.
- 04Prepare & Preserve Continuity
Complete the agreed work and retain an organized history for future years.
Remote service should remove distance — not remove the relationship.
Credentials, continuity, and clear explanations — not slogans.
Every return is prepared and signed under the direct oversight of Denise M. Sullivan, CPA.
Prior returns, notices, and state history stay organized in one place across years.
Positions and open items are explained so clients understand what was filed and why.
Tell Sullivan & Co. what changed — and which states followed it.
Start with the move, transaction, business expansion, inheritance, or notice that altered the tax picture. We'll organize the facts before we quote the work.