Money Matters Tax and Financial Services

Money Matters Tax and Financial Services We are an independently-owned tax preparation, retirement planning, and investment management firm founded in 1986 and based in Smithville, MO.

Advisory Services offered through LexAurum Advisors, LLC, an SEC-registered investment advisor.

Your : The standard deduction has increased for 2026, which means many taxpayers will benefit without needing to itemiz...
09/05/2026

Your : The standard deduction has increased for 2026, which means many taxpayers will benefit without needing to itemize.

👉 Unless your itemized deductions are higher than the standard amount, it’s usually smarter to take the standard deduction.

Tell me we’re wrong 😂
09/03/2026

Tell me we’re wrong 😂

A financial plan isn't just about where your money is today, it's about where you want it to take you tomorrow. Whether ...
09/03/2026

A financial plan isn't just about where your money is today, it's about where you want it to take you tomorrow.

Whether your goal is buying a home, preparing for retirement, funding education, or building generational wealth, a thoughtful plan can help you stay focused through every stage of life.

This Wednesday, take a moment to reflect on your financial goals and the steps you're taking to achieve them.

Start the Week InformedThe market never sleeps, and staying informed is one of the best ways to make confident financial...
09/01/2026

Start the Week Informed

The market never sleeps, and staying informed is one of the best ways to make confident financial decisions.

Remember: Long-term success is built on strategy, not short-term headlines.

Capital gains are generally categorized as either: • Short-term: Assets held for one year or less, generally taxed at or...
08/28/2026

Capital gains are generally categorized as either:
• Short-term: Assets held for one year or less, generally taxed at ordinary income tax rates.
• Long-term: Assets held for more than one year, often eligible for lower federal tax rates.

Before selling investments, consider how the timing may affect your tax situation.

If you're age 50 or older and earn more than $150,000, new retirement savings rules taking effect in 2026 may affect you...
08/27/2026

If you're age 50 or older and earn more than $150,000, new retirement savings rules taking effect in 2026 may affect your catch-up contributions. Understanding these changes now can help you plan ahead with confidence.

Need help? Contact us today! --> https://moneymatterstax.com/contact-us

President, Kyle Harsha spent the week in Kansas City at the 7th annual LexAurum Advisors Conference connecting with fell...
08/26/2026

President, Kyle Harsha spent the week in Kansas City at the 7th annual LexAurum Advisors Conference connecting with fellow advisors, sharing ideas, learning new strategies, and catching up with familiar faces.

Always focused on growth and continuous improvement, Kyle is committed to finding new ways to strengthen his company and deliver an even better experience for his clients.

A great week of learning, collaboration, and connection!

Strategic philanthropy can be a powerful part of a wealth or estate plan; creating meaningful impact, preserving family ...
08/25/2026

Strategic philanthropy can be a powerful part of a wealth or estate plan; creating meaningful impact, preserving family values, and potentially offering significant tax advantages along the way.

If you have any questions, let's chat! --> https://moneymatterstax.com/contact-us

The IRS looks at several factors when determining whether an activity is a business or a hobby, including whether you op...
08/22/2026

The IRS looks at several factors when determining whether an activity is a business or a hobby, including whether you operate with the intent to make a profit.

This classification can affect whether expenses are deductible and how income is reported. If you've recently started selling products or offering services, it's worth understanding how your activity may be treated for tax purposes.

For ultra-high-net-worth families, proactive tax planning is an important part of preserving wealth and supporting long-...
08/20/2026

For ultra-high-net-worth families, proactive tax planning is an important part of preserving wealth and supporting long-term financial goals. Here are six tax strategies worth considering as part of a comprehensive financial plan.

Have any questions? Let's chat! --> https://moneymatterstax.com/contact-us

Address

14903 N 169 Highway, Suite 500
Smithville, MO
64089

Opening Hours

Tuesday 10am - 4pm
Wednesday 10am - 4pm
Thursday 10am - 4pm

Website

Alerts

Be the first to know and let us send you an email when Money Matters Tax and Financial Services posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Money Matters Tax and Financial Services:

Shortcuts

Share

Category