OWLFI Tax And Accounting Inc.
About
OWLFI Tax and Accounting is part of a larger family of financial service businesses founded in 2003 in Olathe, KS and now headquartered in Lenexa, KS. From Estate Planning, Investment Management, Retirement Planning, Life Insurance, Medicare, Taxes, Payroll, and Bookkeeping we bring a team of financial professionals to the table for each of our clients.
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Frequently asked questions
What is your typical process for working with a new customer?
We offer a very relaxed yet proven system for helping our clients. We take you through an initial meeting that will allow us to uncover your needs and how best to help you accomplish your goals.
What education and/or training do you have that relates to your work?
Everyone at OWLFI holds the highest licenses their profession offers. Our Accountants are CPA's, our Investment Advisors are Fiduciaries and our Insurance Agents are also held by us to that same standard of care that we expect from every employee at OWLFI.
Do you have a standard pricing system for your services? If so, please share the details here.
Each plan is personally tailored to meet the needs of that specific client.
What types of customers have you worked with?
Kelly, the President of OWLFI Tax and Accounting helped build Planet Sub into a national franchise with 46 locations and growing. That experience has provided him with great insight into the day to day operations of a business.
Elliot, the managing Partner of OWLFI, has a focus on professionals entering the retirement phase of their lives.