Williams Tax & Accounting
What we could verify
- Registered business?
- Not verified
- CPA license or firm permit?
- CPA firm permit active · 2015004530 · Missouri State Board of Accountancy (Division of Professional Registration listings)
- Publishes prices?
- Not stated on its website
- Local or remote?
- Local + remote
- Software?
- QuickBooks Online, Xero, QuickBooks Desktop
3 of 5 answered from a dated source.
Documents 4 of 5 core services; CPA license verified with the state board.
Score breakdown
Dark bar: points earned. Grey bar: the weight we could check.
Evidence
| Claim | What the source shows | Source | Points |
|---|---|---|---|
| Business name | Williams Tax & Accounting | home page | |
| Website | https://wta.tax/ | home page | |
| Office locality | Kansas City, MO | /contact | |
| Phone | +18168417725 | home page | |
| Offers bookkeeping | Documented: Kansas City CPA - QuickBooks • Bookkeeping • Income Tax Preparation Kansas City CPA - QuickBooks • Bookkeeping • Income Tax... | home page | |
| Monthly bookkeeping | Documented: ...feed or remotely by allowing us to remote into your accounting software daily. Monthly: Monthly accounting can help you keep an eye on your business in real time. Bookkeeping is... | /services/bookkeeping | 8 pts (max 8) |
| AP / AR | Documented: ...helps in initial QuickBooks setup and QuickBooks cleanup, including but not limited to A/R, A/P, and various account reconciliations. We also provide QuickBooks expertise on an... | home page | 4 pts (max 4) |
| Payroll coordination | Documented: ...taxes prepared or a small business owner who needs tax, bookkeeping, QuickBooks or payroll services, we are the right firm for you. Book Appointment QuickBooks Consulting Shawn... | home page | 4 pts (max 4) |
| Month-end close + reporting | Documented: ...Set the company file to backup automatically. Whenever possible reconcile each balance sheet account. Use the closing date feature to prevent changes to a prior period. Use prefill... | /services/quickbooks-consulting | 6 pts (max 6) |
| Software supported | QuickBooks Online, Xero, QuickBooks Desktop | home page | 5 pts (max 5) |
| Local / remote model stated | Local + remote | /services/bookkeeping | 3 pts (max 3) |
| Active CPA firm or individual license (state board) | CPA firm permit active · 2015004530 · Missouri State Board of Accountancy (Division of Professional Registration listings) | State accountancy board Third-party Sep 26, 2026 expires Oct 31, 2027 | 8 pts (max 8) |
| Reporting cadence stated | Documented: ...and make it our priority to know your deadlines. Additionally, we take care of: Filing quarterly reports Withholding employee taxes Paying withholding to government agencies... | home page | 4 pts (max 4) |
| Privacy / data-handling page | Documented: Privacy Policy | /privacy-policy | 2 pts (max 2) |
Checked and not found
- Not documented. Checked 8 pages of the firm's own site on 2026-09-26 (Firm's own website): Catch-up / cleanup (0 pts, max 5); Industries served (documented) (0 pts, max 5); Pricing approach published (0 pts, max 6); What is included / excluded (0 pts, max 5); Onboarding described (0 pts, max 4); Communication channel / process (0 pts, max 3).
Not verified (not checked yet, so each scores 0 and counts against coverage): Service area; Current QuickBooks ProAdvisor or Xero advisor listing (0 pts, max 6); Bookkeeping designation (AIPB/NACPB) or IRS directory credential (0 pts, max 6); Named contact / team (0 pts, max 3); Entity found in the state business registry (0 pts, max 6); Years operating (registry formation date) (0 pts, max 5); Working contact route verified (0 pts, max 2).
Check it yourself on the state's own records: business registry search.
- Active CPA firm or individual license (state board): Missouri lists an ACTIVE CPA firm permit (Active) under this name, expiring 2027-10-31. It does not prove service quality.
Data limitations
- 19 of 20 evidenced items come from Williams 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.