Services

The return, the books, and the transaction must agree — even when the jurisdictions do not.

Name: Sullivan & Co., CPA's, P.C.
Address: 9233 Ward Parkway, Ste. 175, Kansas City, MO, 64114, US
Telephone: +1-816-237-1293

Verified services organized around what the client is trying to accomplish, not around a list of forms.

Individual Tax

Federal & State Return Preparation
Original and amended returns for individuals.
Multi-State Returns
Residency, part-year, and non-resident filings across states.
Tax Planning
Positioning income, deductions, and credits before year-end.
Gift & Estate Tax Returns
Return preparation for gifting and estate filings.
Education & Retirement Considerations
Account choices with return-level implications.
Major Life-Event Planning
Marriage, divorce, birth, home, retirement, relocation.

When clients call: Moves, remote work, property in another state, inheritance, retirement, or a first year with a new dependent.
Records we ask for: Prior two years of federal and state returns, current W-2s and 1099s, closing statements, brokerage detail, and any state notices received.
Typical scope: Interview, document review, return preparation, e-filing, and a written summary of positions taken.

Partnership & Corporate Returns
Federal and state entity returns.
Accounting & Bookkeeping
Ongoing bookkeeping tuned to tax-return needs.
Financial Statements
Compilation-style statements prepared consistently.
Business Startups
Entity setup, registrations, and opening-books guidance.
Multi-State Business Filings
Sales, payroll, and income filings across states.
On-Site & Remote Accounting Support
In-person or virtual, sized to the engagement.

When clients call: New entity, added state, hired remote employees, changed accounting software, or a lender or investor now requires clean statements.
Records we ask for: Entity documents, prior returns, current-year books, payroll registers, and any state registration or notice correspondence.
Typical scope: Cleanup or ongoing bookkeeping, monthly or quarterly close, and coordinated annual return preparation.

Transaction Structuring
Timing and form of purchases, sales, and reorganizations.
Business Consulting
Operations, finance, and profit-planning discussions.
Entity Considerations
Choice-of-entity analysis for federal and state effect.
Succession Planning
Ownership transition and continuity of records.
Operational & Financial Questions
Ad-hoc advisory framed against tax and reporting effects.
Expansion-Related Considerations
Adding a state, a location, or a workforce.

When clients call: Preparing to sell, adding partners, opening in another state, hiring the first employee, or transitioning ownership.
Records we ask for: Historical statements, current LOIs or term sheets, ownership documents, and a summary of the transaction as it is currently understood.
Typical scope: Focused advisory with a written summary of assumptions and next steps; not investment advice.

When clients call: A federal or state notice, an information request, or an examination that has already begun.
Records we ask for: The notice itself, the return under review, prior returns, and any correspondence exchanged to date.
Typical scope: Review of the notice, response strategy, document assembly, and communication with the authority.