Your Full-Service Partner for Bookkeeping, Payroll, Taxes, and Investing

We help business owners in Kansas City simplify finances, reduce tax burdens, and build long-term wealth with proactive guidance and monthly reporting.

From Bookkeeping to Tax Planning, We Simplify Your Numbers So You Can Focus on Success

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Bookkeeping Services

Accurate monthly reporting and outsourced bookkeeping.

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Payroll Services

Reliable payroll solutions that keep your team paid and compliant.

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Tax Services

Business tax preparation, corporate returns, and proactive planning.

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Financial Advisory & Investing

Retirement planning, IRAs, and strategies to grow your business wealth.

Maximize Your Tax Savings

Smart Tax Strategies That Help Small Businesses Keep More of What They Earn

Every business is different, which means every tax strategy should be too. Our team works year-round to identify opportunities that may reduce your tax liability, improve cash flow, and help you keep more of your hard-earned profits. Below are just a few of the strategies we evaluate with qualifying clients.

Augusta Rule

Turn Your Home Into a Tax Advantage

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August Rule

Your business may be able to rent your home for company meetings, planning sessions, or training events. When structured properly, the business receives a tax deduction while you may receive the rental income tax-free.

Hiring Your Children

Create Tax Savings While Investing in Your Family

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Hiring Your Children

If your children perform legitimate, age-appropriate work for your business, their wages may become a deductible business expense while shifting income into a lower tax bracket. It's a smart way to teach responsibility while creating potential tax savings.

Accountable Plan Reimbursments

Turn Personal Expenses Into Business Deductions

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Accountable Plan Reimbursements

Many business-related expenses—such as mileage, internet, home office costs, and supplies—can often be reimbursed through an accountable plan. When properly documented, your business receives the deduction without creating taxable income.

Construction Retirement Strategies

Build Wealth While Reducing Taxes

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Retirement Strategies

The right retirement plan can do more than prepare for the future—it can also significantly reduce your current tax liability. We help business owners evaluate retirement strategies that maximize both tax savings and long-term financial growth.

Pass-Through Entity Tax (PTET)

Reduce State Tax Limitations

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Pass-Through Entity Tax (PTET)

Depending on your business structure and state, a PTET election may allow your company to deduct state income taxes at the business level, potentially creating significant federal tax savings.

Fractional CFO Tax Planning

Proactive Planning Instead of Last-Minute Surprises

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Fractional CFO Tax Planning

The best tax strategies happen before year-end—not after. Our CFO and advisory services help you make informed financial decisions throughout the year to reduce taxes, improve cash flow, and support profitable growth.

Trusted by Business Owners Throughout Kansas City and Beyond

I’ve been a client of Derks Financial for several years now and I couldn’t be happier. The personal care, transparency, genuineness in helping others grow their wealth, and money growth are only a handful of the reasons why I will continue to rely on and trust them with my money.

Matt Leigh

This is the second year that I've used Derks Financial for my business and personal taxes. Ryan, Morgan & Julie have been very professional, and I highly recommend them to anyone. I'm continually tardy with my returns, and they're more than patient and understanding to accommodate me & my family. I look forward to remaining with them into the future.

Joseph McConnell

Thanks to Derks Financial, Tax & Accounting for keeping me updated throughout the tax process, providing me with monthly accounting statements, and delivering excellent customer service. I trust them with all my accounting and tax needs!

Lauren Marks

I have really appreciated the discussion of how I would like to handle my money. The ability to decide if I’m comfortable with taking risks for the opportunity to make more money, or if I’m more comfortable with playing it safe and having a steady trajectory. I have full confidence in Derks Financial, and really appreciate the honest communication and updates provided. Thank you!

Shannon Shibley

Tune in as Ryan breaks down what’s happening in the markets and how it impacts your portfolio. Quick, clear, and packed with perspective—perfect for busy investors who want to stay in the know.

Ryan's Market Minute

Common Questions

Clear answers to frequent inquiries about our investing, tax, and accounting services help you understand how we support your financial goals.

  • Who provides bookkeeping services for small businesses near me?

    Derks Financial offers bookkeeping services in Kansas City, with monthly reports, accuracy, and compliance built in.

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  • Do you offer outsourced CFO services?

    Yes — our outsourced CFO services provide high-level financial strategy and advisory without the cost of an in-house CFO.

  • What is included in your payroll services?

    Our payroll solutions include employee pay processing, tax withholdings, compliance, and full reporting.

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  • Can you help with retirement planning for business owners?

    Absolutely. We specialize in retirement planning for small business owners, including IRAs and other long-term investment strategies.

  • How can I reduce my small business taxes in Missouri?

    With proactive planning, deductions, and entity-specific strategies, our tax consultants help Missouri business owners reduce tax liabilities.

  • What full-service accounting services do you offer?

    We provide bookkeeping, payroll, financial statements, tax preparation, and investiing designed to fit your business’s unique requirements.

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Contact Us

Contact Derks Financial Tax & Accounting

Reach out to discuss your investing, tax, and accounting needs. Use the form below and we'll call you within 1 hour (during working hours, of course).