Certified by The Caffeinated Accountant • Mar 01, 2026
AccountantTax ConsultantTax Preparation ServiceBookkeeping ServicePayroll Service
The Caffeinated Accountant provides cloud accounting services, bookkeeping, user-friendly financial statements, tax accounting, tax planning and consulting services to the St. Louis, MO area.
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Onsite servicesAvailable
Wheelchair accessible entranceAvailable
Location
Certified by The Caffeinated Accountant • Mar 01, 2026
Certified by The Caffeinated Accountant • Mar 01, 2026
Reviews
5.0
15 reviews
5 stars
15
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1 star0
ML
Monolith Moving Company, LLC
Jan 15, 2026
5.0
I cannot recommend Joe enough! This has been by far the greatest experience with an accountant that I've ever had! 5/5 stairs, I would highly recommend for any personal or business related accounting.
CC
Cathy Coleman
Oct 2, 2025
5.0
Very good service and easy to work with. We uploaded all of our information on a sharefile and within several weeks our return was completed which we signed on line and then it was submitted on our behalf. We highly recommend them.
KP
Keenan Perdrizet
Sep 9, 2025
5.0
Joe was immensely helpful filing for most recent tax year and provided invaluable advice. Time responses and available to discuss my in depth questions. I will be using his services next year.
KF
Ken Fitzgerald
Mar 26, 2024
5.0
Joe handled my companies taxes as well as my personal and did a fantastic job. He was very organized and made the process simple and fast. I would recommend his accounting services which extend beyond just taxes to any small business looking to outsource their financial record and preparation services.
PM
Phoebe McVey
Feb 5, 2023
5.0
Taxes are on par with having a root canal, but with Joe at The Caffeinated Accountant this whole process was quick and painless! He listened to ALL of our questions and answered them in a timely manner. Our new business needed this type of "hand holding." Thank you Joe for getting our business taxes filed so quickly. We will see you next February!!! Brite Bins LLC
Frequently Asked Questions About The Caffeinated Accountant
What types of tax services do you offer?
Our firm provides comprehensive tax preparation and planning services for individuals and businesses. This includes corporations, partnerships, sole proprietorships, LLCs, and startups. We're equipped to handle a wide range of tax needs for various entity types.
Do I need an appointment to have my taxes done?
We offer in-person, virtual, and drop-off tax services. While appointments are recommended during the busy tax season, we may be able to accommodate walk-ins depending on our availability. It's best to schedule in advance to ensure we can assist you promptly.
What documents do I need to bring for personal tax preparation?
For personal tax preparation, you'll typically need to bring W-2s, 1099s, your previous year's tax return, mortgage interest statements, property tax receipts, investment and retirement income documents, records of business or side-gig income, and information related to tax credits, deductions, or dependents. We can provide a detailed checklist upon request to ensure you have all necessary documents.
What do businesses need to provide for tax preparation?
For business tax returns, we generally require a profit and loss statement, balance sheet, bank statements, payroll reports, 1099 and 1096 forms, records of asset purchases, and the previous year's business tax return. If there have been any changes to ownership or business structure, please provide that information as well.
Can you handle small business or startup taxes?
We specialize in tax services for small businesses, startups, and self-employed individuals. Our expertise extends beyond annual returns to include bookkeeping assistance and quarterly tax filings, ensuring comprehensive support for your business tax needs.
Do you offer tax planning or only tax filing?
We provide both tax planning and filing services. Our approach involves proactive strategies to help clients minimize their tax liability throughout the year, not just during tax season. This includes assistance with estimated taxes, retirement planning, and identifying potential business deductions.
How early should I file my taxes?
We advise beginning the tax filing process as soon as you receive all necessary documents. Filing early can help avoid processing delays and reduce the risk of identity-related tax fraud. It's a proactive approach that often benefits our clients.
What if I owe the IRS more than I can afford?
If you're facing a tax bill you can't afford, we can help explore various options. These may include setting up payment plans, installment agreements, seeking penalty relief, or in some cases, pursuing an offer in compromise. We'll work with you to find the most suitable solution for your situation.
Can you help with tax notices or audits?
We offer assistance with IRS and state tax notices, audits, and compliance issues. Our team will act as your representative, communicating directly with tax authorities on your behalf to resolve any concerns or discrepancies.
Do you offer bookkeeping and payroll services?
Yes, we provide bookkeeping and payroll services. Our team can manage your monthly bookkeeping tasks, handle payroll filings, and produce financial reports. This ongoing support helps keep your business tax-ready throughout the year, simplifying the annual tax preparation process.
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