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.

Whether it's headlines, interest rates, or short-term volatility, the market will always shift. The key isn’t timing the...
10/06/2026

Whether it's headlines, interest rates, or short-term volatility, the market will always shift. The key isn’t timing the market — it’s having a strategy that aligns with your goals and stays flexible through all seasons.

A well-built financial plan considers market ups and downs — and keeps you focused on what you can control.

💬 Want to know how current market conditions could impact your portfolio? Contact us — we’re here to help. --> https://moneymatterstax.com/contact-us

You may be eligible to claim up to $3,000 per child (maximum $6,000) for qualified childcare expenses through the Child ...
10/02/2026

You may be eligible to claim up to $3,000 per child (maximum $6,000) for qualified childcare expenses through the Child and Dependent Care Credit.

This includes daycare, preschool, after-school programs, and even summer day camps (if they let you work or look for work).

💬 Tip: Keep receipts and documentation — it makes filing easier and ensures you don’t miss out on money you’re entitled to.

"Your future is created by what you do today, not tomorrow."💡 Whether it's saving, investing, or budgeting — every small...
10/01/2026

"Your future is created by what you do today, not tomorrow."

💡 Whether it's saving, investing, or budgeting — every small financial decision adds up over time. Start now, stay consistent, and watch your goals become reality.

What’s one smart money move you’ve made this week? 👇

Many people avoid Roth IRAs because they want early retirement or more liquidity.Why? They think Roth money is locked up...
09/29/2026

Many people avoid Roth IRAs because they want early retirement or more liquidity.

Why? They think Roth money is locked up until 59½.

That’s a myth.

👉 You can always withdraw your Roth contributions (even via a backdoor Roth).

Does that mean you should? No.

Tax-free compounding over time is incredibly powerful—but it’s also helpful to know a Roth can serve as a backup emergency option if needed.

Proud to be bringing home hardware from the Smithville Area Chamber of Commerce bbq bash. Thank you to my cousin Randy K...
09/27/2026

Proud to be bringing home hardware from the Smithville Area Chamber of Commerce bbq bash.
Thank you to my cousin Randy KH, my friend Brian Brown, and my friend Betsy Fagan for the help. Fun day!!

We won 3rd in burgers. Great day!!
09/26/2026

We won 3rd in burgers. Great day!!

Set up and ready to cook at the Smithville Area Chamber of Commerce BBQ Contest. 🔥🐷💙💚
09/26/2026

Set up and ready to cook at the Smithville Area Chamber of Commerce BBQ Contest. 🔥🐷💙💚

🏠 Working from home? Here's what to know: Only self-employed individuals can currently claim the home office deduction. ...
09/25/2026

🏠 Working from home? Here's what to know:

Only self-employed individuals can currently claim the home office deduction.

📉 If you're a W-2 employee working remotely, you can’t deduct home office expenses — at least not under current tax law.

It’s one of the most misunderstood tax rules out there — so be sure you’re on the right side of it!

Nearly half of U.S. adults (48%) report experiencing moderate to high anxiety about their savings. For many, that stress...
09/24/2026

Nearly half of U.S. adults (48%) report experiencing moderate to high anxiety about their savings.

For many, that stress doesn’t come from a lack of effort, it comes from trying to figure everything out without a plan.

Not everyone needs an ongoing financial planner. But most people can benefit from objective guidance and a fresh set of eyes.

In nearly every case, we uncover 10–20 blind spots or missed opportunities clients didn’t even realize existed.

That’s why proactive planning—even small adjustments—can make a meaningful difference.

09/22/2026

I often see high-income earners focus heavily on investments designed to generate cash flow.

Why? Because it feels good to see money coming in.

But with higher income usually comes a higher tax bracket—and much of that cash flow is often taxed at ordinary income rates.

At that stage, the primary objective should usually be growing wealth efficiently, not creating additional taxable income.

You don’t necessarily need more cash flow today if it comes with a large tax bill.

For many investors, income-focused strategies make more sense closer to retirement—or during retirement—when cash flow becomes the priority.

Address

14903 N 169 Highway, Suite 500
Smithville, MO
64089

Opening Hours

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

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