Money Matters Tax and Financial Services

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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.

Protect your clients and their refunds by staying one step ahead.🔎 Verify before sharing personal info 🔐 Use strong, uni...
10/29/2026

Protect your clients and their refunds by staying one step ahead.

🔎 Verify before sharing personal info
🔐 Use strong, unique passwords + MFA (authenticator app preferred)
📧 Secure your email first
📊 Monitor accounts regularly
⏳ File early — only one return per SSN is accepted by the Internal Revenue Service

Stay alert. Stay secure. Protect what’s theirs.

Estate planning is more than paperwork—it’s a way to care for the people you love. It helps ensure your wishes are honor...
10/27/2026

Estate planning is more than paperwork—it’s a way to care for the people you love. It helps ensure your wishes are honored, your assets are protected, and your loved ones are supported when it matters most. From naming beneficiaries to planning for the unexpected, estate planning brings clarity, confidence, and peace of mind for the future.

💼 Friday Tax Fact: Small business owners — track everything. Meals, mileage, marketing, subscriptions… if it supports yo...
10/24/2026

💼 Friday Tax Fact: Small business owners — track everything.

Meals, mileage, marketing, subscriptions… if it supports your business, it could be deductible.
The key is documentation — receipts, logs, and clear notes.

Come tax season, “organized” means “optimized.”

You don’t need a 7-figure income or a complex estate to benefit from financial planning. In fact, the earlier you start...
10/22/2026

You don’t need a 7-figure income or a complex estate to benefit from financial planning.

In fact, the earlier you start, the more impact it can have. ⏳

It’s not about having more, it’s about doing more with what you have.

Curious what a financial plan could look like for you? 🧐

We’ll create a plan that is personalized towards you and your goals!

When the market gets choppy, it's easy to panic — but volatility is a normal part of investing. Stick with the process. ...
10/20/2026

When the market gets choppy, it's easy to panic — but volatility is a normal part of investing.

Stick with the process. Market noise isn’t your roadmap. 🛣️

This is powerful stuff. Our “Why” is to help people sleep better at knight knowing that their financial well being is in...
10/19/2026

This is powerful stuff. Our “Why” is to help people sleep better at knight knowing that their financial well being is in good hands. 💚💙
We aren’t ashamed of that. 🤘

Donations to registered charities can reduce your taxable income — and stacking donations within a single year can somet...
10/17/2026

Donations to registered charities can reduce your taxable income — and stacking donations within a single year can sometimes maximize your credit.

Giving back feels good and can make financial sense.

New swag. Who wants one?
10/15/2026

New swag. Who wants one?

While W-2 employees don’t have as many tax strategies as business owners, there are still powerful opportunities availab...
10/15/2026

While W-2 employees don’t have as many tax strategies as business owners, there are still powerful opportunities available. The key is knowing which tools you can use—and using them intentionally.

Here are some of the most effective ways W-2 earners can reduce taxes and keep more of what they make over time:

Market ups and downs can feel stressful, but historically, long-term investors have been rewarded for staying the course...
10/13/2026

Market ups and downs can feel stressful, but historically, long-term investors have been rewarded for staying the course.

📉 Missing just a few of the market’s best days can significantly reduce your returns over time.

If you're unsure how to stay invested wisely, let’s talk about your plan.

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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