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Pathway Financial Services

Pathway Financial Services

5.0Exceptional(7 reviews)
Offers online services
Offers online services

About

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.

Highlights

Hired 7 times
3 employees
Serves Overland Park , KS
Offers online services

Payment methods

Credit Card, Cash, Check, Venmo, Apple Pay, Zelle

Specialties

Special tax situations

Rental property, Stocks or bonds, Disability, Military service, Foreign income

Employment status

Customer is self-employed, Customer is not self-employed

Filing status

Single, Married filing jointly, Married filing separately, Head of household, Widow(er) with dependent child

Reviews

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JH

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!
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May 14, 2021
•Hired on Thervo
CB

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 didnt 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!
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December 19, 2020
•Hired on Thervo
BS

Brad S.

Very thorough and professional.
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June 12, 2020
•Hired on Thervo
BS

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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May 08, 2020
•Hired on Thervo
PK

Patrick K.

I had tried another accountant to do my familys taxes. They were very unresponsive. Leeann had our taxes done within 2 days. Awesome!
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April 06, 2019
•Hired on Thervo
GW

Gregory W.

As a new client Leann took the time to fully understand my tax situation. Any communication from me was answered promptly. I highly recommend her.
... Show more
March 23, 2019
•Hired on Thervo

Frequently asked questions

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.

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

Business Tax Preparation
Individual Tax Preparation
Accounting
Hr And Payroll