Meinershagen & Co.

Meinershagen & Co.

Reviews Summary

Most reviews praise the team's professionalism, expertise, and responsiveness, highlighting thorough service, tax-saving knowledge, and accommodating support. Several mention exceptional assistance with complex tax situations. However, a few criticize declining customer service, citing rudeness and poor advice in recent years. The majority of ratings are positive (5 stars), with recurring appreciation for clear communication and personalized attention, though some express dissatisfaction with post-transition changes in service quality.

About This Listing

Bookkeeping
Accounting
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Budgeting
Forecasting
Financial Advisory
Estate and Trust Tax
Forensic Accounting
Mergers and Acquisitions
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Individual Taxpayers
Real Estate
Healthcare
Construction
Professional Services
QuickBooks
GAAP Compliance

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.*

Features

Bookkeeping
Accounting
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Budgeting
Forecasting
Financial Advisory
Estate and Trust Tax
Forensic Accounting
Mergers and Acquisitions
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Individual Taxpayers
Real Estate
Healthcare
Construction
Professional Services
QuickBooks
GAAP Compliance

Contact Information

Address

107 SW Eagles Pkwy

Grain Valley, Missouri 64029

Hours

Sunday Closed
Monday 8:30AM-5PM
Tuesday 8:30AM-5PM
Wednesday 8:30AM-5PM
Thursday 8:30AM-5PM
Friday Closed
Saturday Closed

Customer Reviews

My parents were tax return clients of Bob Letterman for many years. As they aged, I began assisting them with the annual organization of relevant tax return documents that Bob would need. My familiarity with Bob?s tax document checklists and his tax preparation process made my efforts pretty straightforward on my out-of-state visits to KC. My father passed about 20 years ago and I got more involved working with Bob on my mother?s tax returns. I always appreciated his strong customer service values coupl

I cannot speak highly enough of the outstanding service I received from Bonnie at Meinershagen & Co. As the personal representative for an estate, I was tasked with filing multiple back tax returns for a deceased individual as well as an estate tax return, and Bonnie went above and beyond to assist me with all the intricate details involved. Her professionalism, knowledge, and responsiveness were exceptional. Even when I was delayed in providing necessary information, Bonnie managed to complete the return

I have been with Meinershagen & Co since the transition from Letterman & Co. Of course, when business change the new business has different methods and processes. I have nothing but appreciation and respect for Lorne, Bonnie, Christy and Sandy. They were all available when I need their assistance or guidance. I appreciate Lorne?s and Bonnie?s willingness to answer my, in some cases, ridiculous questions. In addition, Bonnie has always done whatever is necessary to meet my expectations and deadlines for

My aunt directed my to Meinershagen & Co several years ago as they have been her trusted tax company for a long time. I was assigned to Bonnie who is always patient with me. Finance, specifically, tax knowledge is definitely NOT my forte so I rely heavily on her expertise. Bonnie responds to my calls and emails quite promptly and has helped me navigate a very difficult situation involving the sale and buying of a home, an investment company and the IRS. It was such a horrendous ordeal yet Bonnie would alway

I echo Diana Solano's review below. Believe me, the service hasn't gotten any better over the past three years since she wrote her review. Meinershagen & Co is not the same company it was when Bob Letterman owned the business. I'm in disbelief over the way I was recently treated, and the lack of customer service I received when I reached out to them for help on a letter I received from the state of Kansas regarding my 2023 income tax return. Not only did Bonnie give me bad advice to cash a refund check that

Lorne and his team are very thorough. So much so, when I switched to them last year, they found an error from the previous year that my old CPA made. They did not bad-mouth the previous firm. They just notified me of the mistake so that I could have an amendment filed to get the additional $4,000 refund. I appreciate Lorne?s honesty, insight, and knowledge about tax saving. He can even tell you how you are doing on itemized expenses compared to others in your industry. That evens the playing field some for

Celebrating my first year with Meinershagen & Co. I enjoy running my business, and it's so rewarding to have Lorne and Ty handle my accounting. They make the process so easy. Email follow up has been great, and Ty is quick to answer the phone with a smile in her voice every time I call. Lorne has been very accommodating, and takes the time to answer all my questions and explain things in a way that I understand. So thankful for their partnership. If you're looking for a kind, personable accounting fir

Lorne and his team, particularly Bonnie, are outstanding to work with. They are very thoughtful and thorough. My experience over the years has always been excellent. I recommend them highly.

It's really sad how downhill this firm has gone since it was sold off a few years ago- As far as the job, I believe they do it well and semi timely (Though it has been taking longer each year)- However- they have somehow managed to get ruder and less customer oriented by the year- It's really sad to see even the front desk/reception people have lost the smile and helpfulness they once had- I have delayed finding a new CPA for a couple of years now because it was convenient- they had all my info, but if you

Amazing service! Our personal and business taxes were taken care without us worrying about a thing! They worked so hard and went above and beyond to get us the maximum refund on our return!

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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