Derks Financial, Tax & Accounting
What we could verify
- Registered business?
- Not verified
- CPA license or firm permit?
- Not verified (searched the state board)
- Publishes prices?
- Not stated on its website
- Local or remote?
- Local + remote
- Software?
- None named on its website
Who they say they serve: consultants (self-reported, from the firm's own website)
1 of 5 answered from a dated source.
Documents 3 of 5 core services.
Score breakdown
Dark bar: points earned. Grey bar: the weight we could check.
Evidence
| Claim | What the source shows | Source | Points |
|---|---|---|---|
| Business name | Derks Financial, Tax & Accounting | home page | |
| Website | https://www.derksfinancial.com/ | home page | |
| Office locality | Lee's Summit, MO | /about | |
| Service area | United States (stated by the firm) | /about | |
| Phone | +18167956614 | home page | |
| Offers bookkeeping | Documented: ...Us Now Hours: Mon-Fri: 8:30 AM - 4:00 PM Sat-Sun: Closed Your Full-Service Partner for Bookkeeping, Payroll, Taxes, and Investing We help business owners in Kansas City simplify... | home page | |
| Monthly bookkeeping | Documented: ...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... | home page | 8 pts (max 8) |
| Payroll coordination | Documented: ...Mon-Fri: 8:30 AM - 4:00 PM Sat-Sun: Closed Your Full-Service Partner for Bookkeeping, Payroll, Taxes, and Investing We help business owners in Kansas City simplify finances, reduce... | home page | 4 pts (max 4) |
| Month-end close + reporting | Documented: ...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... | home page | 6 pts (max 6) |
| Industries served (documented) | consultants | home page | 5 pts (max 5) |
| Local / remote model stated | Local + remote | /about | 3 pts (max 3) |
| What is included / excluded | Documented: ... Do you have a strategy to reduce small business taxes in Missouri? Our Tax Services Include: Business Tax Preparation Accurate filing and compliance. Corporate Tax Returns... | /our-services | 5 pts (max 5) |
| Reporting cadence stated | Documented: ...finances, reduce tax burdens, and build long-term wealth with proactive guidance and monthly reporting. Get in Touch From Bookkeeping to Tax Planning, We Simplify Your Numbers So... | home page | 4 pts (max 4) |
| Working contact route verified | [email protected] (mail server found) | DNS check Third-party Sep 26, 2026 | 2 pts (max 2) |
Checked and not found
- Not documented. Checked 4 pages of the firm's own site on 2026-09-26 (Firm's own website): Catch-up / cleanup (0 pts, max 5); AP / AR (0 pts, max 4); Software supported (0 pts, max 5); Pricing approach published (0 pts, max 6); Onboarding described (0 pts, max 4); Named contact / team (0 pts, max 3); Communication channel / process (0 pts, max 3); Privacy / data-handling page (0 pts, max 2).
- Not verified. Searched Missouri Division of Professional Registration accountancy downloadable listings for CPA firm records named 'Derks Financial, Tax & Accounting' on 2026-09-26: no matching record (State accountancy board): Active CPA firm or individual license (state board) (0 pts, max 8).
Searches that find nothing are not a mark against a firm. How we search.
Not verified (not checked yet, so each scores 0 and counts against coverage): Current QuickBooks ProAdvisor or Xero advisor listing (0 pts, max 6); Bookkeeping designation (AIPB/NACPB) or IRS directory credential (0 pts, max 6); Entity found in the state business registry (0 pts, max 6); Years operating (registry formation date) (0 pts, max 5).
Check it yourself on the state's own records: business registry search.
- Working contact route verified: The email address the firm publishes is on a domain that accepts mail (MX record present).
Data limitations
- 21 of 23 evidenced items come from Derks Financial, Tax & Accounting's own website and are labelled self-reported.
- No ratings or review counts are published here. Why.
Is this your firm?
Claim this listing to correct a field with evidence, or report a correction. Claiming confirms ownership only; it does not change the score.