Vise Financial

Vise Financial Vise Financial is a local CPA firm committed to our community. As a CPA born and raised in the Kansas City area, I feel a strong connection to this city.

I take deep pride in helping the individuals and businesses of this town succeed. I’m Justin Vise and after spending 20 years working at some of the largest firms in town, I decided to set out on my own for two primary reasons. First and foremost is my commitment to my family. With a wife and two beautiful little girls I adore, I made the personal decision to be more available for the people I lov

e. Second was to provide the value and service that the citizens of this great city deserve. I created this firm with the sole purpose of helping business leaders and individuals be more confident in their CPA and take some of the worry and uncertainty about financial matters out of their already stressful lives. I have a commitment to reliability, integrity, and proactive communication that is unrivaled in the industry. I assure you that I will exceed your expectations.

The ultimate success of a business often comes back to decisions made at its inception. If you’re planning to start a bu...
07/17/2026

The ultimate success of a business often comes back to decisions made at its inception. If you’re planning to start a business, one key decision is choosing its structure, commonly sole proprietorship, C corporation, S corporation, partnership or limited liability company. In addition to owner liability variations, all have different tax requirements that can affect everything from hiring to cash flow to owner income. Another critical decision is choosing a tax year — either a calendar year or a fiscal year (12 consecutive months ending on the last day of any month except December). Call us at (913) 253-6629. We can help you make the best decisions for your current situation and your business’s future.

You’ll probably owe tax on your retirement income — how much depends on factors such as the types of retirement accounts...
07/15/2026

You’ll probably owe tax on your retirement income — how much depends on factors such as the types of retirement accounts you own and your other income sources. In general, retirees should withdraw funds from any taxable accounts first, tax-deferred accounts second and tax-free accounts last. But different withdrawal strategies may benefit you. The important thing is to start planning before you retire. Call us at (913) 253-6629 for help.

Your business can show a profit on paper and still face cash shortages because profit and cash flow measure different th...
07/14/2026

Your business can show a profit on paper and still face cash shortages because profit and cash flow measure different things. Profit reflects revenue minus expenses, while cash flow tracks the movement of cash in and out of your business. Cash shortfalls are especially common for growing businesses. That’s because you typically must pay suppliers, vendors and lenders upfront, and then wait for customers to pay you. Understanding the difference between profit and cash flow — and how to account for each — can help you make smarter financial decisions. Contact us at (913) 253-6629 to learn strategies for improving cash flow management.

Owning assets jointly with your adult child can invite unwelcome tax consequences that may outweigh potential benefits. ...
07/13/2026

Owning assets jointly with your adult child can invite unwelcome tax consequences that may outweigh potential benefits. For example, owning an asset together as “joint tenants with right of survivorship” can open up transfer tax exposure. If you add your child to the title of property you already own, it may be considered a taxable gift of half the property’s value. And when you die, half of the property’s value will be included in your taxable estate. A properly designed trust can be a more tax-efficient option. Call us at (913) 253-6629 for details.

If your C corporation traditionally makes deductible charitable gifts, make sure you know the rules for 2026 donations. ...
07/10/2026

If your C corporation traditionally makes deductible charitable gifts, make sure you know the rules for 2026 donations. Starting Jan. 1, 2026, corporations can only deduct charitable gifts in excess of 1% of the company’s taxable income, with a 10% of income cap. Amounts exceeding the 10% cap can be carried forward — as can amounts that aren’t currently deductible due to the 1% floor — for up to five years. You may want to execute a multiyear charitable deduction strategy if your company’s income varies from year to year. Contact us at (913) 253-6629. We can help by projecting income and other deductions so you can support your community while maximizing long-term tax benefits.

Business owners and self-employed individuals who use their vehicle for business may be able to deduct auto-related expe...
07/08/2026

Business owners and self-employed individuals who use their vehicle for business may be able to deduct auto-related expenses. But if a vehicle (including a car, van, pickup or panel truck) is used both for business and personal purposes, the expenses must be split based on mileage. These rules apply to both owned and leased vehicles. There are two methods for calculating auto expenses: actual expenses and the standard mileage rate. Both require careful recordkeeping, though using the mileage rate is generally easier. Contact us at (913) 253-6629 to determine which method makes sense for your situation.

Tax planning requires more than preparing returns at filing time. We work with individuals and businesses throughout the...
07/07/2026

Tax planning requires more than preparing returns at filing time. We work with individuals and businesses throughout the year to identify tax-saving opportunities, address compliance requirements and respond to changing tax laws. Call us at (913) 253-6629 to schedule an appointment to discuss your tax needs.

Monthly financial statements are essential. But they often take weeks to prepare and may arrive after you’ve already mad...
07/06/2026

Monthly financial statements are essential. But they often take weeks to prepare and may arrive after you’ve already made critical business decisions. Flash reports can help bridge that gap by providing real-time snapshots of critical metrics — such as cash balances, collections and payroll. These reports provide timely insight into financial performance, allowing you to identify emerging issues before they become major problems. Because flash reports are preliminary, you should use them as management tools, not formal financial statements. Call us at (913) 253-6629 to discuss how customized flash reports can help your business make faster, more informed financial decisions.

Home renovations can improve a residence’s comfort, functionality, aesthetics and resale value. They might also provide ...
07/03/2026

Home renovations can improve a residence’s comfort, functionality, aesthetics and resale value. They might also provide tax benefits. You may be able to deduct mortgage interest on debt used to substantially improve your home. Certain improvements can also increase your tax basis, potentially reducing taxable gain when you sell. Medically necessary modifications may qualify as deductible medical expenses, subject to limits. And if you overlooked claiming now-expired credits for qualifying energy-efficient home improvements you made in 2025, an amended return may be worth considering. Call us at (913) 253-6629 to talk taxes before or after a home renovation.

Applying for a business loan can feel like a catch-22. On one side of the desk is the risk-averse lender, who’s willing ...
07/01/2026

Applying for a business loan can feel like a catch-22. On one side of the desk is the risk-averse lender, who’s willing to loan money only to successful business owners. On the other side is the business owner, who needs the funds to grow and be successful! To avoid this paradox, approach a loan as a partnership rather than a provider-customer interaction. After all, if you were going into business with someone, you’d want to clearly understand their vision for the venture. Contact us at (913) 253-6629 for help effectively presenting your business plan and financials to prospective lenders.

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5925 Nall Avenue
Mission, KS
66202

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