Through ongoing personal consultations, WK advisors help their clients develop a long-term that can help to protect personal wealth and ensure key compliance requirements are met. WK’s services to individuals include: Personal Income Tax Planning and Preparation; Wealth Management; Strategic Planning; and Estate Planning.
Clients may share information with the firm in the following formats:
1.) use of the firm’s client secure, website based portal and LeapFile system for the delivery of electronic documents; and
2.) delivery to the firm using the United States Postal Service or another commercial delivery service.
Click here for a short message from WK Chairman Jeff Echelmeier, CPA
Please call 573-635-6196 (Jefferson City), or 573-442-6171 (Columbia) if you have questions.