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.

Getting keys to a new office never gets old! Come join us for our dual ribbon cutting with Pizza Shoppe on June 11!
05/30/2026

Getting keys to a new office never gets old! Come join us for our dual ribbon cutting with Pizza Shoppe on June 11!

Use tax credits to your advantage - they can reduce your tax bill dollar-for-dollar đź’¸
05/29/2026

Use tax credits to your advantage - they can reduce your tax bill dollar-for-dollar đź’¸


05/28/2026

A huge thank you to Money Matters for joining the Smithville Lake Festival as a Silver Sponsor. Your incredible support helps us bring big time fun, music, and community spirit to Smithville. We couldn’t do this without you! Money Matters Tax and Financial Services

Financial stability isn’t just about building wealth—it’s about being ready for the unexpected. Contact us today! --> h...
05/28/2026

Financial stability isn’t just about building wealth—it’s about being ready for the unexpected.

Contact us today! --> https://www.kirkwoodgrp.com/contact

We're Moving!!Good afternoon, We wanted to let you know that starting June 1, we will be operating out of our new office...
05/26/2026

We're Moving!!

Good afternoon,
We wanted to let you know that starting June 1, we will be operating out of our new office space:

14903 N US Highway 169, Suite 500
Smithville, MO 64089

This is in the new building that went up where the old furniture store used to be, between QT and McDonald's on the south end of Smithville. The door to our space is in the walkway between the two buildings, directly behind Pizza Shoppe. If you park in the main parking lot, the door will be on your left. Our sign isn't ready yet, so look for the glass door with our temporary sign on it.

After Friday, please do not go to the old space across from Pack's Hardware.

Our phone number and website will remain the same.

Retirement is about more than dollars and cents. At Money Matters Tax & Financial Services, we help people imagine how t...
05/26/2026

Retirement is about more than dollars and cents. At Money Matters Tax & Financial Services, we help people imagine how they want to spend those years—whether that means staying active or redefining what this chapter looks like.

Ready to build a plan that reflects your vision of retirement? --> https://moneymatterstax.com/contact-us

Life changes like a new job, move, or having a child can impact your taxes 👶
05/23/2026

Life changes like a new job, move, or having a child can impact your taxes 👶


The best financial plans don’t start with numbers—they start with purpose. What do you want your future to look like? Th...
05/21/2026

The best financial plans don’t start with numbers—they start with purpose. What do you want your future to look like? The clearer your vision, the more intentional your strategy can be.

05/20/2026

Why We’re Different
Most financial and tax advice is built around speed, sales, or short-term results.
We’re built differently.

We Lead With Stewardship, Not Sales
We don’t measure success by how much we sell or how complicated a strategy looks. We measure it by how well it serves you over time. Our role is to protect what you’ve built and help you make wise, durable decisions.

We Explain Everything in Plain English
If something can’t be clearly explained, it doesn’t belong in your plan. You should never feel rushed, confused, or talked into a decision you don’t fully understand.

We Think Long-Term
We plan with decades in mind—not headlines, market noise, or this quarter’s performance. That perspective leads to fewer surprises and more confidence, especially during uncertain times.

We Slow Things Down When It Matters Most
Fear and urgency are common in financial decisions—and often costly. When emotions run high, we bring calm, perspective, and a steady hand.

We’re Comfortable Saying “No”
Not every idea is a good idea. Sometimes the best advice is to do less, simplify, or wait. We’re willing to recommend what’s right for you—even when it’s not the most profitable choice for us.

We Value Trust Over Transactions
Especially in a small community, reputation matters. We’re here to build long-term relationships, not one-time engagements.

We Prepare, Not Predict
We don’t claim to know what the future will bring. Instead, we help you prepare for a range of outcomes so your plan can hold up no matter what comes.

The result:
Clear decisions. Fewer financial surprises. Confidence during uncertain times. And the peace of mind that comes from knowing someone steady is in your corner.

That’s the difference.

Retirement goes beyond money—it’s about shaping the life you want to live. What does that look like for you—travel, pass...
05/19/2026

Retirement goes beyond money—it’s about shaping the life you want to live. What does that look like for you—travel, passions, time with loved ones?

We can explore ways to create an income plan that fits your goals while keeping taxes and long-term stability in mind. --> https://moneymatterstax.com/contact-us

Address

109 N US Highway 169
Smithville, MO
64089

Opening Hours

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

Website

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