Pathway Financial Services

Pathway Financial Services

5.0 (7)
7 hires on Thervo
3 employees

About this pro

We are a small boutique firm, handling all types of tax situations from personal returns to corporate.  As well as helping clients get "caught up" on past filing or tax notice issues.

Getting to know my clients, since we are relatively small you can count us knowing your name and your situation.  

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Credentials

Overland Park, KS 66224
Email verified
Phone verified

7 Reviews

5.0

  • Joe H.

    Leeann was very cordial and focused immediately on my project. She provided constant updates and surprised me several times with the promptness of her replies to my questions/changes. I will recommend her, and Pathway, to all of my associates looking for this type of work. A very enjoyable and professional experience!

  • Charsha B.

    It has been a great experience! I was looking for someone to help with my state taxes for 2017 because I was notified that I didn't submit them and she was able to find that I was owed money for my federal taxes for that same year! She was able to get them completed fast with very little effort on my part. I appreciate her services!

  • Brad S.

    Very thorough and professional.

  • Brad S.

    Promptly completed a rather tedious return (57-pages) including two states in less than a week after receiving the information.


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FAQs


What is your typical process for working with a new customer?

Contact by phone to schedule meeting/or discuss current tax needs.  Then we will set up an account in Canopytax where they are then directed to create there own unique login.

This is where they can upload all there tax documents and they will be stored for recall any time they are needed.  When we upload a file, they will be notified that its ready for them to review.

Depending on the complexitiy of there return, turn around can be just a day or two.


What education and/or training do you have that relates to your work?

CPA, William O'Connor has been practicing in the field for more than 30 years.  We have attained Quickbooks Pro Advisor Status.  And continually attend Continuing Education programs to stay up to date on financial matters.


Services offered

Tax Accountants Business Tax Preparation Bookkeepers Payroll Services Individual Tax Preparation Tax Preparation Services