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WR Wealth Planning

WR Wealth Planning

Reviews Summary

WR Wealth Planners receives consistently outstanding reviews for their professional, personalized financial planning. Clients praise their trustworthy, caring approach and holistic advice tailored to individual goals. Many highlight long-term satisfaction, exceptional customer service, and clear communication that makes complex topics accessible. The team is commended for building strong relationships, proactively addressing needs, and guiding clients through life changes while keeping their best interests at heart. Reviewers strongly recommend them for those seeking a more personal alternative to large firms.

About This Listing

Business Consulting
Financial Statements
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Risk Management

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

Business Consulting
Financial Statements
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Risk Management

Contact Information

Address

1000 W Nifong Blvd Building 3, Suite 220

Columbia, Missouri 65203

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 8:30AM-4:30PM
Tuesday 8:30AM-4:30PM
Wednesday 8:30AM-4:30PM
Thursday 8:30AM-4:30PM
Friday Closed
Saturday Closed

Customer Reviews

My husband and I have had a great experience with WR Wealth Planners. Their knowledge and expertise are top notch and their customer service, when you have questions or concerns with your investments, is even better! Yearly update meetings can be a source of tension for most people, especially when our economy is not doing the best. However, WR Wealth and their team do a wonderful job of outlining all our investments and what they are doing to keep us on track to meet our investment goals in the years to co

After several years with a well-known national financial group, I grew dissatisfied with their (sometimes bad) advice and lack of proactive communication. I felt like I was too small a fish in their big pond. I was immediately struck by Ben's approach to my finances, and Teresa's responsiveness and attention to detail. They made the transition to WR Wealth Planners easy - and enlightening. Since I've been a client, Ben has continued to impress me with his willingness to listen, his thoughtful comments and

I highly recommend W&R and have worked directly with Ben and Carroll for a number of years and feel like family! Trusting someone to manage your money is a big decision! W&R has been an amazing group of people for me! Their financial planning and service oriented approach has retirement looking great for me with them in my corner! Very blessed to have them in my corner!

I have had the privilege of working with Gina for several years. When I first started working with Gina my husband and I were newly engaged and Gina guided us through a comprehensive review of our finances, helped us define our goals, and planned for our future. Since then, we have married and welcomed a child. It is crucial for me to have a trusted advisor who supports our growth and investment needs and sits down and explains everything thoroughly to us. Gina excels in this role, making complex financial

I have used Carroll and Ben as my advisors for over 20 years now and they have set me up for success. Sheryl is on top of all my needs and can answer my questions or find someone that can quickly. She provides THE best customer service and really cares about the clients and doing a good job. I would recommend WR Wealth Planners to anyone who is looking for financial advice.

We've been very happy with WR Wealth Planners. Paden and his team have walked us through setting up a financial plan and feel that they truly care about our lives and our goals. They have made a personalized plan to fit our needs and any time we need anything or have any questions the service is prompt and thorough

I highly recommend WR Wealth Planners! Jared and Taylor are very knowledgeable and helpful. They listen and help you strive to meet your financial goals. Life can throw you random situations that can take you off your financial course but they help you find resolutions and guide you back on track! I have complete confidence in them!

Our family had been working closely with Gina Tedesco and we could not be happier with the sheer care and professional and advise given to our family. We will continue to work with Gina to accomplish all our goals and aspirations. I recommend Gina Tedesco to help build your future.

Carroll and Ben are such a wonderful team! They are incredibly knowledgeable and passionate about helping their clients. If you want advisers who truly care, listen, and have a holistic planning approach, WR Wealth is the place to go!

Professional and Trustworthy. I have been working with Carroll and Ben for a few years now and couldn't be happier with the service and friendship they have provided. I know my best interest is always first.

These guys are not your cookie cutter financial advisors. If you are with a franchised financial advisor and feel like having a more personal relationship with a smaller firm, these are your guys. Well respected and highly recommended.

Professional office. Worked with them for a year and a half now, very reliable and honest.

Very professional, Higly recommended!

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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