About our firm Background The practice concentrates in the personal and small business area, dealing in tax and financial planning, retirement planning and funding, IRS representation, tax preparation and consulting. Our Mission Our mission is to help clients maintain financial viability in the present while taking a proactive approach to achieve future goals. This requires open communication to reach an understanding of our clients’ needs, thorough research, and sound analysis. Our firm is dedicated to meeting these goals with high standards of excellence and professionalism. Our Team Gerald E. Harvey Bud has been practicing in the Kansas City area for over 30 years. He is a shareholder and manager of the firm of Gerald E. Harvey, Jr., CPA, PA. He is a graduate of the University of Kansas with a Master of Science degree in Accounting and passed the CPA exam on the first sitting. bud@budharveycpa.com     913-451-4400 Professional Credentials and Recognition Certified Public Accountant (CPA) Certified Financial Planner (CFP) NAMED one of the 'TOP TAX PRACTITIONERS' in the nation by MONEY magazine RECENT PAST PRESIDENT of KANSAS SOCIETY of CERTIFIED PUBLIC ACCOUNTANTS, Metropolitan Chapter Currently serving on the Personal Financial Planning Commitee of the Kansas Society of Certified Public Accountants. Recent Chairman of Technology Planning Committee of the Kansas Society of Certified Public Accountants. Completed the Certificate of Educational Achievement in Taxation from the AICPA Designated Personal Financial Specialist (PFS) from the AICPA Accredited Asset Management Specialist (PFS) from the College of Financial Planning and the Series 7 from the National Association of Securities Dealers (NASD) Has taught Accounting and Tax courses at the college level. Co-hosted a radio show on taxation and finances. Firm recently completed its Quality Review with an unqualified opinion from the AICPA. Member of American Institute of CPA's and Kansas Society of CPA's Board Trustees.