We bring together experienced tax lawyers, CPAs, and other professionals to provide comprehensive assistance to businesses and high-net worth individuals.

Tax Planning And Compliance

At BridgeBuilder, our priority is to advance our clients’ objectives of protecting and perpetuating wealth while managing their tax obligations responsibly. Regardless of the type of tax service you require, you can count on BridgeBuilder to do the research necessary to give you the best advice possible. Our reputation for providing exceptional tax services is built on our team’s skill at providing creative, proactive solutions using the most cutting-edge resources available.

Services we provide for Tax Compliance and Accounting:

Tax Compliance:

  • Preparation of Federal and Multi-State Business Tax Returns including Complex returns (Corporations, S Corporations, and Partnerships)
  • Preparation of Individual Tax Returns
  • Preparation of Estate and Gift Tax Returns
  • Preparation of Trust Tax Returns
  • Representation before the IRS for audits or other tax matters
  • Assistance with Federal or State tax notices
  • Tax Planning for business transactions (Purchases, Acquisitions, Mergers, Reorganizations, etc.)
  • Year End Tax Planning Services
  • Tax Research of Complex issues
  • Tax Planning for Estate Succession


  • Year End review of financial statements and assistance with closing entries
  • Monthly or Annual Bookkeeping
  • Assistance with QuickBooks
  • Assistance with Accounting Questions
  • Bank and Payroll Reconciliation Services
  • Assistance with reviewing and providing documents to Lending or other institutions
  • Assistance with Due Diligence Requests

Business Transaction Services

BridgeBuilder partners with businesses across a variety of industries, from entrepreneurs to family businesses and other privately held companies. We are uniquely positioned to help business owners with their day-to-day legal needs, whether it’s business formation, corporate compliance, or acquisition or disposition of a business. Because our staff includes both attorneys and certified public accountants, BridgeBuilder can serve as a trusted advisor on a wide and comprehensive range of matters, both legal and tax-related. Our team works diligently to satisfy the tax and business needs of our clients. In particular, our firm is able to reduce the stress of both tax and legal planning by providing both services under one roof, providing for open communication and increased efficiency. Contact us today to schedule a consultation.

Common business transaction services we provide:

Entity Formation & Documentation

  • Buy/Sell Agreements
  • Corporate Bylaws
  • Corporations: C and S
  • Choice of Entity Analysis
  • Limited Liability Companies
  • Limited Partnerships
  • Minute Book Maintenance
  • Not-for-profit Corporations
  • Organizational Minutes
  • Operating Agreements
  • Partnership Agreements
  • Professional Corporations
  • Subscription Agreements
  • Contract Drafting & Review
  • Employment & Consulting Agreements

Mergers & Acquisitions

  • Asset Purchases
  • Mergers
  • Stock Purchases
  • Reorganizations

Finance & Secured Transactions

  • Capital Structure Analysis
  • Debt Restructuring
  • Escrow Agreements
  • Guaranty Agreements
  • Letters of Credit
  • Loan Agreements
  • Security Agreements
  • Subordination Agreements
  • Stock Pledge Agreements

Real Estate

  • Sale & Purchase Agreements
  • Leases
  • Installment Purchase Agreements
  • Section 1031 Exchanges
  • Qualified Opportunity Zone Funds

Estate Planning & Probate

BridgeBuilder is unlike any “traditional” estate planning practice. Where other estate planning firms offer cookie cutter documentation, we act as a trusted advisor for our clients, delivering customized solutions to fit each client’s individual needs.We help perpetuate your material wealth (avoiding taxes, passing assets, etc.), but we also help you “build a bridge” to the next generation of your family.Traditional estate planning does a great job of protecting assets, but doesn’t focus on preparing the heirs to receive their inheritance. At our firm, we believe in providing comprehensive planning and guidance across all stages of the process, so that all parties are ready and prepared to deal with changes in their net-worth.

After the death of a loved one, we assist clients with navigating the probate process and provide guidance with regard to trust administration. To schedule a consultation, contact us today. We serve clients throughout the Kansas City metropolitan area.

Common estate planning and probate services we provide:

  • Essential Estate Planning & Probate
  • Pour-Over Wills
  • Revocable Living Trusts
  • Power of Attorneys for Property and Financial Decisions
  • Power of Attorneys for Health Care
  • HIPAA Authorizations
  • Living Wills
  • Trust Funding
  • Trust/Estate Administration Services

Advanced Estate Planning

  • Charitable Remainder Annuity Trusts
  • Charitable Remainder Unitrust
  • Domestic Asset Protection Trusts
  • Asset Protection Entities
  • Foreign Asset Protection Trusts
  • Private Trust Companies
  • Estate Freezes
  • Generation Skipping Tax Trusts
  • Gifting Strategies
  • Grantor Retained Annuity Trusts
  • Intentionally Defective Grantor Trusts
  • Irrevocable Life Insurance Trusts
  • Special Needs Trusts
  • QTIP Trusts
  • Incomplete Non-Grantor Trusts (INGs)

Business Succession Planning

  • Family Business Recapitalizations
  • Family Limited Liability Companies

Protecting Your Assets From Litigation, Fraud And More

For many entrepreneurs and business owners, creating a successful business and a lasting legacy is the end goal. However, it’s extremely important to plan for the protection of assets, as well. More and more, businesses and individuals are placed at risk of losing their life’s work and wealth. At BridgeBuilder, we strive to protect clients from frivolous lawsuits, judgments, divorce settlements, fraud, and other threats to their assets and wealth. With a team of attorneys and CPAs., we have helped small businesses, professionals, and property owners across the Kansas City metropolitan area with crafting sound, creative strategies to protect their assets. To schedule a confidential consultation, contact us today.

Common asset protection services we provide:

  • Domestic Asset Protection Trusts
  • Foreign Asset Protection Trusts
  • Asset Protection Entities
  • Qualified Spousal Trusts (QSTs)

Start Planning For Your Future Today

You need a team of wealth strategists on your side — one that can help reduce your tax liability and make sure you leave a lasting legacy. Our group of lawyers and CPAs will help you plan for your corporate future.

Schedule a Consultation Now

BridgeBuilder is located in Lenexa, Kansas and serves clients across Kansas and Missouri including the townships of: Blue Springs, MO, Independence, MO, Kansas City, KS, Kansas City, MO, Leavenworth, KS, Leawood, KS, Lee’s Summit, MO, Lenexa, KS, Liberty, MO, Olathe, KS, Overland Park, KS, and Shawnee, KS.

Call 913-492-6008 to schedule a consultation or use our online form.