What We Do Best

Tax Preparation and Accounting Services

At Columbia CPA Group, LLC, we offer a wide range of expert accounting and tax services in Columbia, MO, tailored to meet the needs of individuals and small businesses. Whether you are seeking assistance with tax preparation, litigation support, or other accounting services, our team of CPA’s and tax preparers are here to ensure your financial success with integrity and precision.

Tax Preparation Services in Columbia, MO

Our tax preparation team specializes in providing expert assistance with personal, partnership, corporate, estate, trust, and gift tax returns. Whether you’re an individual, a small business owner, or managing an estate, we offer tailored tax services from our Columbia, MO office to help ensure your tax filings are accurate, timely, and fully compliant with the latest regulations. With a focus on personalized tax services, we make the tax preparation process as smooth and stress-free as possible for every client.

Columbia CPA Group's tax prep office

Common Tax Prep Tasks and Capabilities

The following are just a few of our common tax preparation capabilities:

  • Provide clients with a year-end mailing to help organize their tax information
  • Employ advanced technology services to protect files and personal information
  • Comply with the IRS requirements for a Written Information Security Plan (WISP) which is updated at least annually
  • Accept files electronically for tax preparation
  • Take the time to ask small business owners and landlords questions to uncover additional deductions and expenses
  • Offer a secure file sharing service for submitting and receiving electronic documents
  • Use state-of-the-art tax software to assure accuracy and compliance with tax regulations
  • Perform a thorough review of each tax return before finalizing
  • Provide reminders to clients that have not filed as extension deadlines approach
  • File IRS Automatic Extension of Time to file business and individual tax returns
  • Provide clients with PDF copies of their completed tax returns

Tax Prep Specialties

We understand that each client’s tax situation is unique, and we work to ensure a seamless and accurate filing process for every client based on their specific needs. Over the past two decades, our tax preparation team has developed several unique specialties.

Complex Individual Returns

At Columbia CPA Group, LLC, we specialize in handling complex individual tax returns, offering expert guidance for clients with intricate financial situations. Whether dealing with investments, multiple income sources, or unique deductions, our accountants manage every detail with precision.

Small Business Tax Preparation

We provide tailored tax preparation services for small business owners to help navigate the complexities of business taxes. Our tax accountants work closely with our small business clients to help identify eligible deductions such as the Home Office Deduction and Per Diem Meals, and support compliance with tax regulations.

Real Estate Tax Preparation

Navigating real estate tax laws can be challenging, but our tax consultants are here to help simplify the process for real estate investors and property owners. Our real estate tax accountant is experienced in handling property tax deductions, depreciation, and capital gains, helping our clients maximize returns on real estate transactions.

Farm Tax Preparation

At Columbia CPA Group, LLC, our farm accountant provides specialized tax preparation services that address the unique needs of farmers and agricultural businesses. From handling deductions for equipment and land improvements to managing crop income, we provide solutions that minimize tax burdens while supporting sustainable farming operations.

Client Feedback About Our Tax Prep Services

“I had to deal with a complicated 2023 tax filing scenario as a result of selling my primary resident after 28 years and purchasing a new house. Aric and Pat helped me in every step in order to process and minimize 2023 tax liabilities. I will recommend them in a heartbeat.” – Moe Mastani

“This Group has been doing our family’s taxes for several years now, and they have always been diligent, thorough, and kind. We are so grateful to their services!” – Ashley Johns

Accounting Services in Columbia, MO

Our general accounting services are designed to provide businesses and individuals with reliable, accurate financial support. We offer a range of services, from managing day-to-day accounting tasks to providing in-depth analysis for legal matters. With a focus on precision and clarity, we help keep your financial records well-organized, compliant, and strategically aligned with your goals.

Client Feedback About Our Accounting Services

“Highly recommend. The owners seem to truly enjoy what they do, no one was in a hurry to get my money and go. Can’t ask for more. You will be happy with the results and the cost.” – Gerald Davis

“We have been using Columbia CPA since moving to Columbia five years ago. They are very professional and responsive to any questions we have. I would highly recommend them to anyone.” – Katrina Wymore

Complementary Services

In addition to our accounting and tax preparation services, we work with a group of trusted third-party providers that work in conjunction with our tax preparation and accounting services. Collaborating with a network of elite professionals and niche experts via a nationwide Virtual Family Office, we have access to affordable estate planning experts who can set up wills, trusts, healthcare directives, financial powers of attorneys, and more. Utilizing video conferences, we are able to obtain and analyze data to prioritize our recommendations for your unique situation. Our complementary services include the following:

  • Retirement Planning: We help guide clients through financial challenges of planning for retirement.
  • Wealth Management: Working through the maze of optimized wealth management strategies, our partners can help you sort through the logistics for a clear path forward.
  • Estate Planning: We encourage our clients to take proactive steps to protect the inheritance you plan to leave for your loved ones by using qualified estate planning experts.
  • Income Tax Efficiency: We have access to niche professionals who are experts in dozens of specialized tax code advantages.
estate planning services

Tax Prep and Accounting FAQ’s

While we are based in Columbia, MO, we have served individual and business clients throughout the U.S. since our start in 2006.

At Columbia CPA Group, LLC, we offer flexible meeting options and are equipped to handle both virtual and in-person meetings to fit your schedule and preferences.

Yes! Our team consists of experienced accounting and tax preparation specialists working in conjunction with our owner and Certified Public Accountant, Aric Schreiner, CPA. Our team is highly skilled in handling a wide range of tax and accounting situations.

Contact Us for Expert Accounting and Tax Services Near You

At Columbia CPA Group, LLC, your financial health is important to us. To learn more about our accounting and tax preparation services, or for more information regarding our complementary services, don’t hesitate to contact our team today!

Knowledge to help. Experience you can trust.

Why Choose Us

Knowledge

Our qualified professionals have the knowledge to navigate today’s complex tax environment. Our accountants receive extensive training every year to stay up to date on the constantly changing tax code.

Experience

We have over 45 years’ experience in tax preparation, consulting and accounting services, including individual and business tax returns, farm income, rental property, clergy tax rules, and litigation support.

Trust

We go deeper to understand your unique circumstances and identify all available deductions. Each return is double checked for accuracy and thoroughness.