Julia E. Hampton, CPA, PC

Julia E. Hampton, CPA, PC

Reviews Summary

The reviews show a polarized experience with this tax service. Many customers praise the professionalism, knowledge, and personal care, noting timely service, thorough work, and valuable financial advice that saved them money. Long-term clients particularly appreciate the consistent quality and responsiveness. However, negative reviews highlight significant frustrations, including poor communication, delays, unreturned calls, incorrect filings, and unprofessional staff behavior. Some clients faced financial penalties due to errors or felt misled about fees. While many are highly satisfied and loyal, others had such poor experiences they strongly discourage using the service.

About This Listing

Who Can Work with a CPA?

Individuals seeking tax prep, retirement planning, or financial advice
Small business owners needing bookkeeping, payroll, or tax compliance
Freelancers and contractors with 1099 income or complex returns
Couples planning finances together or managing joint returns
Investors with capital gains or rental property income
Anyone looking for year-round financial guidance and peace of mind

*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*

First-Time Clients

If this is your first time working with a CPA, don’t worry — most professionals offer a free consultation and will walk you through what to expect. You may be asked to complete an intake form, share financial documents, or set clear goals for your session.

What to Know Upfront:

Documentation Bring your most recent tax returns, income details, and any financial concerns
Availability Appointments fill up quickly during tax season — book early if possible

*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*

What to Bring

Government-issued ID for verification
Tax documents (W-2s, 1099s, investment summaries, etc.)
Receipts or logs for deductible expenses, donations, or mileage

*Tip: Organize your documents in advance to save time and ensure accuracy.*

Preparing for Your Appointment

Write down any financial goals or questions in advance
Check if your CPA offers virtual sessions or document uploads
Bring a notebook or use a notes app for key takeaways
Know your deadlines for filing, payments, or compliance

*Note: Preparation helps you make the most of your CPA’s expertise.*

How to Get Started

Use our directory to find highly reviewed CPAs near you. Reach out directly to schedule your consultation.

Other Helpful Info

Many CPAs offer both in-person and remote consultations
Fees may be flat-rate, hourly, or based on service complexity
Some CPAs specialize in industries like healthcare, real estate, or tech
Check for client reviews and credentials (CPA license, EA, etc.)

*Note: Every CPA is different — take time to find one who fits your goals and style.*

Contact Information

Address

26 SE 3rd St Suite 200

Lee's Summit, Missouri 64063

Hours

Sunday Closed
Monday 9AM-5PM
Tuesday 9AM-5PM
Wednesday 9AM-5PM
Thursday 9AM-5PM
Friday 9AM-5PM
Saturday Closed

Customer Reviews

I volunteer at a local nonprofit that had issues with its payroll taxes and filings dating back several years. Julia opted to take our problems on, and she and her team worked tirelessly to correct our financial issues. We now use Julia's office for our bookkeeping and bi-weekly payroll and couldn't be happier. Julia is a consummate professional, and her team is trustworthy, engaging, and attentive. I highly recommend her services to anyone who needs a compassionate guiding hand with their day-to-day financ

We had a terrible experience with Julia. We moved from New Mexico to Missouri in 2022, and didn't want to deal with the hassle of filing for three states (I work in Kansas), so we paid Julia to do them. We first requested that Julia only do our state taxes, since I had already completed on federal taxes online. Even though we had already told her this, she still filed our federal taxes again and charged us for them. We never received a refund for this, even after explaining the situation. Then, we got a no

Terrible experience. Could not answer some very simple tax questions for us. Combination, personal and business, was too complicated for them. We had to hire another firm to do our taxes over. Second accountants made us realize what a terrible job they did. Edit: They responded I am not a client, and this is spam. I am not a client ANYMORE! I still have the paid invoice where they charged me money for work that was not acceptable.

Julia went way above and beyond regarding my circumstances regarding tax preparation for my company. Her assistance was top notch.

Julia has done the taxes for myself and teenage kids while they were in college, and now as they are on their own. She takes the time to help us determine what scenario is best for all of us when filing. Great team to work with!

I am very pleased with the refunds Julia and her staff were able to fined, and how quickly things were able to progress. For what I had considered a fairly complicated return since it involved two employers, multiple states, investments, and multiple health insurance scenarios throughout the year. I had dropped my information off midweek and on that Saturday I received a call from Julia informing me that the return was complete and ready to be signed. She explained my refunds and wanted to know if I had a

Julia, Theresa, Danielle and their entire crew have made an incredible difference in our business! We have been Real Estate agents for 3 years and although we absolutely LOVE our job, taxes have been a source of stress and uncertainty. Julia is our 3rd CPA in those three years AND THE FIRST to get us on track with our taxes! Our previous experience was confusing and, in hindsight, we paid way too much. When we switched to Julia's team, they made phone calls and handled everything to get us where we need

When we met with Julia is was very apparent that we were in good hands. As a small business, it's hard to find professionals you can trust to handle what you've worked so hard to build. Not only was Julia knowledgeable concerning our tax situation, but she has helped connect us to others that will ensure the long term health and growth of our business. Thank you Julia for being such a wonderful asset and now friend. We are beyond grateful for your expertise!

Julia might be a competent CPA for big businesses; however, any small business owner in the KC area should avoid this office at all costs. If you pay Julia to handle your small business's taxes then you can expect: unresponsiveness, miscommunication, pettiness, and bold unprofessionalism. If you attempt to clarify miscommunication, extra fees, or contradictions from her office then you can expect to be: insulted, contradicted, and hung up on multiple times. Only to later be characterized as a bully. If any

My name is Aaron Heard, I started utilizing Julia's services last year. I'm a contractor and my previous accountant wasn't doing me any justice in write offs, book keeping and keeping me from getting taken advantage of by the federal and state taxes. Julia fixed my previous year's taxes and started me as an S-Corp and made me an LLC and this year all I can say is WOW!!! the difference she made is jaw dropping! I'm extremely happy I was pointed in her direction. She's definitely in the business of saving you

Julia Hampton CPA has been an amazing firm to work with our companies financials. They have always taken away the stress and worry about our quarterly taxes to helping us navigate COVID and our PPP loan applications. They have always helped us and made sure we get the best return. They also just released an online portal where they upload all our tax documents in one nice clean area. It makes everything so simple. We can even make payments online and not have to leave the office. I can't say enough about Ju

I was recommended to Julia from another colleague. The first year the returns were done efficient and timely. The second year, I started reaching out to her in October and left multiple messages including text, voice and e mail. Never heard a word back. I finally got ahold of one of her assistants, who informed me that my taxes had never been field for the previous year because I had not payed a bill. That is one of the reasons I had been trying to contact her. I paid the bill and they claimed to have

My husband and I have used Julia for our taxes for the past few years. We love her! She's quick, thorough, and answers all of our questions. After we owed in 2018, we wanted to know how we wouldn't have to owe in 2019. She walked us through exactly what we needed to claim so we wouldn't owe money again! We will continue to use her for years to come!

Julia and her team were great to work with, the process was simple, quick results, and at a competitive price. Julia has built a growing and reputable CPA firm and knowing she and her team are managing my taxes was very reassuring.

Julia failed to file and extension on my 2018 taxes and filed approx. 4 months late. I had no idea that they hadn't filed an extension so I had no issues with them filing in August until I got notice of the fine. Due to her failure to file the extension, and she told me they had, I am being fined $4600.00 by the IRS for failure to file. Julia offered to pay me what I paid her to do my taxes, which was around $1100.00 but that's it. She understands that they made a mistake and don't want to take care of

I?ve been using Julia Hampton as my CPA for 6+ years. She was instrumental in helping me set up my business and over the years has helped me grow my business. She and her staff are always courteous and responsive to my requests. I can highly recommend Julia and her team to anyone looking for a great personal or business accountant.

I have been a client of Julia's for both my personal and business taxes for longer than I can remember. With Julia, you get more than simply an accounting firm, but personal care that goes above and beyond. I highly recommend Julia Hampton, CPA for anyone looking for an honest, affordable, hardworking and capable accountant.

Julia has been doing both my mothers and my taxes for several years. She and her staff are professional, helpful, and courteous. She got my taxes done and ON TIME with very little notice. I love that she gives back to the community as well. Julia Hampton is a top notch CPA and Lee?s Summit businesswoman.

Today during our first meeting, Julia helped me reclassify one of my companies which will result in a 65% reduction of my 2019 tax liabilities - something my old CPA has missed for many years. Julia has an extremely competent perspective around business and finances and if you?re looking for a unique and productive approach to your tax strategy, look no further.

I have used Julia for over 15 years for personal and business taxes. She has been invaluable to me over the years. I respect her professionalism and advice. She has always been timely on all of my work and I highly recommend her and her company.

Julia and her team are awesome! They genuinely care about their clients! Beautiful office in downtown Lees Summit. Make sure to call them!

This is our 3rd year using Julia and her team. I like her because she is a good teacher. As a small biz owner, I sometimes find financial professions are not always as patient with questions as they might be. Julia is a great conversationalist and I appreciate the extra time to understand my return..

Julia and her team have been preparing my business taxes since tax year 2017. The first thing she suggested, seeing the company is profitable, was to file for a structure change from sole proprietor to an S Corp. Then she put me on payroll. It was the right timing to make the change. But no one could forecast Covid 19 and how important having my wages as part of payroll would be to accessing PPP money from the SBA. Although we had never used a CPA for our personal returns, her firm began to handle thos

My parents have had Julia and her team doing their taxes for several years. And I?ve been coordinating with Julia on my parents? behalf for the last few years. We have had a great experience. I highly recommend them!!

Julia & Hampton CPA literally are saving my life! I am self employed and Julia is getting all my bookkeeping and taxes under control. She had to clean up a big mess from my previous accountant. They know what they are doing, the are prompt with responses, very helpful, friendly and knowledgeable! I highly recommend Julia Hampton!

Julia and her staff have been great! They have been doing my bookkeeping and payroll since I started my business and there has never been any problems. That lets me focus my attention on my building my company. Thanks Julia!

Old review removed. Updated review: After a few challenges the first year, we decided to give this firm another chance. It was never what they produced that was the problem, as the generated reports were amazing. Also, after the hiccups that first year, communication has just been far better overall. To that end, Julia and team have my apologies for my initially harsh review and I look forward to continuing to work with them going forward.

It has been a pleasure having Julia and her team be an extension of our business. It?s not just about the books and payroll. They are our eyes on the money and a call away if we have any concerns when it comes to Quickbooks. We are extremely happy with our partnership!

Never again!! After 20+ years of getting my taxes done I have never had such a hard time. First off it took 3 1/2 weeks just to have them call me to double check who I was claiming. Then the next day I check up on my taxes they tell me it could be a few days....after hearing me explain that it has taken long enough, I received a call an hour later saying I could come sign paperwork. Now it has been another week and still it isn't showing on the IRS website. I have repeatedly called the office daily and at

Julia's group has handled all of my tax filings, personal and business, for over 15 years and has always done a wonderful job! I fully recommend this company to its fullest!

Was my accountant for years I purchased a restaurant and close the doors during Covid she refused to give me documents to file for Covid assistance and told me that I was being fraudulent.I spoke with the banks and other accountants Nothing I was doing was fraudulent. she never fails anything on time. her staff have no clue what?s going on. I literally had to hire a lawyer to get my documents to file my taxes.My first or second year in business I ended up with a $70,000 tax bill because she wasn?t holding b

Julia helped my company and family save weeks worth of time and thousands of $$ with her thorough analysis of our Quickbooks, expenses, taxes and categorization. Outstanding work!

I would urge you to look at any other accountants before using this business. We had a poor experience, had to constantly follow up on issues, payroll for our employee would not get processed in time, things were not filed in time, our LLC's were found to be expired.....the official mailing addresses for both were listed as the accountants office...so we had no way of knowing, and forget expecting to get any kind of advice/consulting. Responsiveness was poor, turnover in the office was high, and the accoun

I use Julia and her staff to help run my limousine company. She has made that part of my life so much easier. She knows her stuff and I highly recommend her services!!

Julia and her team work are wonderful to work with. Our experience has been overwhelmingly positive and I am grateful for her commitment to her clients.

Seriously had waited three weeks and started calling the office. SIX phone calls over 4 days and SIX voicemails later they FINALLY returned our call. Intern Kayla told us to show up at 8 a.m. 4 weeks after we dropped off our taxes. Get there at 8 a.m. they don't open till 9 a.m.!! Go back at 9 a.m. and they don't have our taxes. Eric isn't at work yet and he has our file. Meanwhile, I missed going to my mother's cancer test. Sitting here still waiting at 9:15 a.m. It is now 9:37 a.m. and our taxes our not d

I recommend going somewhere else. They had my paperwork for over a month. They did not care enough to answer their phone or return any voicemails. I had to just show up at the office to get my paperwork to take somewhere else. I heard a lame excuse about their tax software crashing. That certainly doesn't explain the complete lack of customer communication and respect. There are better places that will appreciate your business.

Julia has been my accountant for years now. Awesome firm! Thanks for everything. Very helpful which allowed me to focus on my business.

I?ve never had any issues and she always does a great job at doing my taxes! Would recommend to anyone!

Julia has been my CPA for 8 years and she and her staff are always professional and thorough.

Very personable , she was knowledgeable and was easy to talk to . She was also willing to just talk to get to know me and my business and how she could help me ... Very much appreciated .

My wife and I thought we were going to owe both state and federal taxes. We still owed federal, but instead of owing for state, we ended up with a big refund.

I decided to leave and do my own taxes and paid for one year for my quick books and they shut my account off and they never refunded me.

Terrible service. I kept trying to make this work because it's a hassle to change CPA's, but there's no use. Save yourself the headaches and excuses and fees and penalties and find a different one. This one will only let you down.

Julia has been fantastic! Highly recommend her services!

The guidance for my business and personal taxes has been wonderful. Great service!

Excellent CPA great service quick turnaround on tax return

Wonderful company and staff! Thank you for always being there for my needs!!!

Requested a document from 6 years ago and she found it in a minute!

Julia and her team are wonderful.

Very professional reasonable and fast Thank You!

You want the BEST call them today!

GREAT to work with ! Highly recommend.

Thank you for a professional and friendly experience

Friendly and knowledgeable.

Frequently Asked Questions

What qualifications should I look for in a CPA?

Look for a Certified Public Accountant (CPA) license, which ensures they’ve passed rigorous exams and meet state requirements. Check for relevant experience in your industry, additional certifications like CFA or CMA, and membership in professional organizations like the AICPA. Verify their credentials through state licensing boards.

How do I find a CPA in my area?

Use online directories like the AICPA, CPAverify, or state CPA societies. Search platforms like Yelp or Google for local CPAs with reviews. Ask for referrals from business associates, friends, or financial advisors. Local chambers of commerce can also provide recommendations.

What’s the difference between a CPA and an accountant?

A CPA is a licensed professional who has passed the CPA exam and met state requirements for education and experience. An accountant may lack this certification and could have varying levels of expertise. For complex tasks like tax audits or financial reporting, a CPA is typically more qualified.

How do I know if a CPA specializes in my needs?

Ask about their experience with your specific financial needs, such as tax preparation, small business accounting, or estate planning. Review their website or LinkedIn for case studies or client testimonials. Inquire about their client base to ensure they handle similar financial situations.

Should I check a CPA’s reviews before hiring?

Yes, reviews provide insight into a CPA’s reliability, communication, and performance. Check platforms like Google, Yelp, or the Better Business Bureau for client feedback. Look for patterns in reviews, but verify their authenticity, as some may be biased or outdated.

How can I verify a CPA’s license?

Visit your state’s Board of Accountancy website or use CPAverify.org to check a CPA’s license status. Confirm their license is active and check for any disciplinary actions or complaints. This ensures they’re in good standing and meet professional standards.

What questions should I ask during a CPA consultation?

Ask about their experience with your financial needs, fee structure, availability, and communication style. Inquire how they handle tax filings, audits, or financial planning. Ask for references or examples of similar work to assess their expertise and fit.

How much should I expect to pay for a CPA’s services?

Fees vary based on location, services, and complexity. Basic tax preparation may cost $150-$500, while business accounting or audits can range from $1,000 to $10,000+. Request a detailed fee structure upfront and compare quotes from multiple CPAs.

Can I work with a CPA remotely?

Yes, many CPAs offer remote services through secure online platforms for document sharing and virtual consultations. Ensure they use encrypted tools for data security. Remote CPAs can be effective if they understand your local tax laws or business regulations.

How do I assess a CPA’s communication skills?

During consultations, evaluate their ability to explain complex financial concepts clearly. Ask sample questions about taxes or financial strategies and note their responsiveness and clarity. Good communication ensures you understand their advice and fosters a productive relationship.

What red flags should I watch for when screening a CPA?

Beware of CPAs who guarantee specific tax refunds, lack a valid license, or have disciplinary actions on record. Avoid those with poor communication, vague fee structures, or negative reviews highlighting unethical behavior. Always verify their credentials independently.

Should I choose a CPA from a large firm or a solo practitioner?

Large firms offer more resources and specialized teams but may charge higher fees. Solo practitioners often provide personalized service and lower costs but may have limited availability. Choose based on your needs, budget, and preference for personalized attention.

How often should I meet with my CPA?

For individuals, annual meetings for tax preparation may suffice. Businesses may need quarterly or monthly check-ins for bookkeeping, tax planning, or financial reporting. Discuss your needs upfront to establish a meeting schedule that aligns with your financial goals.

Can a CPA help with both personal and business finances?

Yes, many CPAs handle both, but confirm their expertise in both areas. Ask about their experience managing personal taxes and business accounting simultaneously. Ensure they can balance both without compromising attention to your specific financial needs.

What should I do if I’m not satisfied with my CPA?

Discuss concerns directly with your CPA to resolve issues. If unresolved, check your contract for termination terms. Seek a new CPA by researching reviews, credentials, and referrals. Request your financial records to ensure a smooth transition to a new professional.

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