Greetings!
I am pleased to announce our acquisition of TaxMasters and I want to congratulate Marlene, Daniel and Anh on a very successful career and best wishes as they turn to the next chapter in life.

My tax and accounting career began as a college student at Southwestern Oklahoma State University where I worked part-time at a local CPA firm preparing income taxes while going to school full-time. I earned my Bachelors of Science, Business Administration-Accounting degree in 2000.

After graduating, I worked in the areas of finance, tax, accounting and audit for regional CPA firms until purchasing my first tax and accounting firm in 2004. Click here to view more about my background or visit our website www.fleming-advisors.com to learn more about what we have to offer, our team and more.

It's important for you to know that my firm is not a large corporate chain. Our team consists of 15 of the most sincere and amazing people you will meet!

Click here for more information about our team or visit our website.
Since the purchase of my first firm, our growth has been predominantly internal, stemming from the referrals of our client base and those of other professionals. The growth and development of our team has evolved in a similar manner.

We have attracted high-quality, committed professionals and invested in their training, development and growth.

As a result, we have experienced steady growth over the past several years. This has been in no small way also directly related to the success our clients have had in their business and personal pursuits. 

TaxMasters shares the same core values that my team and I do. Over the past few years, I conducted an extensive search within our region looking for an opportunity like this. TaxMasters exceeded our hopes for a firm with clients we can service and continue the tradition we have for excellent service, deep expertise, and an environment our clients and associates want to be a part of.

While COVID-19 has caused much disruption and change, including how TaxMasters and other tax practices do business; there are a few things I want to point out that will not change and are key to a successful transition:

  • Our fee structure will not change.
  • The services we have provided you in the past will continue.
  • Fleming Advisors utilizes the same tax software as TaxMasters, ensuring a seamless transition of critical tax items such as depreciation, basis, carry forwards, etc. 

The existing TaxMaster phone number will continue to work or you can contact us at 855-877-9807 during normal office hours (8am-5pm Mon-Fri). You can also email us at: taxmasters@fleming-advisors.com

If you have any questions about this exciting news and what it will mean for you, please contact any of us at any time. 

I look forward to working with you!

All the best,

Christopher Fleming, EA
CEO | Founder
Professional tax preparation, without the office visit.
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We're Open for Business, Just Not in Person.
While COVID-19 has forced us to eliminate in person appointments, what we learned from the 2020 tax season was that most people preferred to just send in their documents and have their taxes completed. This actually resulted in much faster turn-around times and worked well.

Therefore, no scheduled appointments are required this year. If you have any questions or concerns, we ask that you simply send a note along with your documents so we can contact you when preparing your return.

See below for the various ways you can send your documents to us.
Many ways to send us your tax documents.
Upload your Tax Documents to us 24/7 Directly from your Secure Client Portal.
This is the safest, most secure and our preferred method.

We take the protection of our clients identity seriously because we know identity thieves are constantly on the hunt to steal it.

This is why we offer secure Client Portals. Using the same level of encryption and security as online banking, secure Client Portals offer a way for our clients to conduct business with us 24/7 from anywhere they have an internet connection.
A woman programmer is typing a code on computer to protect a cyber security from hacker attacks and save clients confidential data. Padlock Hologram icons over the typing hands. Formal wear.
You will soon receive an email from (no-reply@thomsonreuters.com). This is an automated email from our tax software with a link to create your secure client portal. Instructions will be included in the email and the setup is very easy.

Once your portal is setup, we will begin adding a feature to it called "File Exchange". This feature allows you to securely upload any document directly to us from the comfort of your home. Once you upload your documents, our team is immediately notified that a document was received and who it was received from.

We are still in the process of setting the Client Portals up and adding the File Exchange feature. Once the process is complete we will send more information about how to use the File Exchange feature.
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email your Tax Documents to us.

While we strongly encourage you to use your secure Client Portal when sending documents with your private information, we want to offer as many options as we can.

Therefore, you can email your tax documents to us using the following email address:

United States Post Office building
Mail your Tax Documents to us.

We are still operating from the original TaxMasters location. You are more than welcome to simply mail your tax documents to us.

The address is:

TaxMasters
11305 Hickman Mills Drive
Kansas City, MO 64134
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In the area? Use the Drop Box.


If it's convenient, swing by the TaxMasters office and place your documents in our drop box.
The Recovery Rebate Credit and your 2020 Tax Return.
Tell us about your Economic Impact payments.
Eligible individuals can claim the Recovery Rebate Credit on their 2020 income tax return.

The Recovery Rebate Credit is authorized by the Coronavirus Aid, Relief, and Economic Security (CARES) Act. Any eligible individual who did not receive the full amount of the recovery rebate as an advance payment, also known as an Economic Impact Payment, can claim the Recovery Rebate Credit on their 2020 income tax return.

Click here to look up the amount of your Economic Impact payment on the IRS website.
Where is my stimulus payment Handwriting on a piece of cardboard. Economic recession and relief bill during coronavirus covid-19 pandemic.
Generally, this credit will increase the amount of your tax refund or lower the amount of the tax you owe.

You do not need to complete any information about the Recovery Rebate Credit on your 2020 tax return if your Economic Impact Payment in 2020 was $1,200 ($2,400 if married filing jointly for 2020) plus $500 for each qualifying child you had in 2020. You received all your recovery rebate in 2020.
Tax time just got easier!
Introducing TaxCaddy, our Mobile App.
We are always searching for ways to make this time of year a little easier for our clients which is why we offer a mobile app called TaxCaddy an no additional cost.

Every year we get very positive feedback about how much clients love the app because it simplifies the process of gathering tax documents and reduces tax season stress.

In the coming weeks, you will receive an email inviting you to create your TaxCaddy account.
We will send more information about the app when we begin sending the invitations which will include an overview of how to use it.

Watch the video above to learn more.
Welcome to the Fleming Advisors Family!