Tax Pro was established in 1990 by Jim Bales and was originally known as James A. Bales, Accounting. The firm began as a one-man operation performing bookkeeping, payroll, and tax preparation services. Currently, Tax Pro employs one full-time staff accountant in addition to Jim, one full-time receptionist/bookkeeper, one seasonal tax preparer, and one tax season receptionist/preparer.
The philosophy of Tax Pro is to provide a common sense approach to business and tax planning that helps our clients save as much on their taxes as possible without putting undo strains on their financial condition. Our clients are very important to us and we want to help ensure their security for a long time. Successful tax planning involves taking a good look at long term goals and not just focusing on immediate needs. Tax Pro is proud to now offer its clients a free interview and proposal from Secure Retirement Planners, Inc. SRP, Inc. will review your current estate and retirement plans and make suggestions on how to preserve your assets through retirement while still taking an income from them and how to pass your assets to beneficiaries as tax-efficiently as possible. They have established relationships with several tax practitioners and attorneys throughout the state to help develop strategic plans that are designed specifically for you.
Jim Bales, EA is enrolled to practice before the Internal Revenue Service which means that he can represent taxpayers in audits, appeals, and collection matters. His designation as an Enrolled Agent is a testament to his commitment to protecting the rights of his clients. For more information, check out our page titled “What is an EA?”
Jim grew up in the Houstonia area and graduated from Pettis Co. R-V’s Northwest High School. He then attended Central Missouri State University (now University of Central Missouri) and graduated with a Bachelor of Science in Business Administration degree majoring in accounting. During college, Jim spent three and one-half years working for a CPA firm in Warrensburg. In July 1990, Jim started his own firm called James A. Bales, Accounting which later became Tax Pro. The business has since been incorporated as JAB Tax, Inc. and is doing business as Tax Pro.
In 1994, Jim attained the professional designation of Enrolled Agent and is licensed to practice before the Internal Revenue Service. He is a member of the National Association of Enrolled Agents (NAEA), Missouri Society of Enrolled Agents (MoSEA), American Institute of Professional Bookkeepers (AIPB), and the Missouri Society of Accountants (MSA). Jim has served on the board of directors and as president of MoSEA.
Barbara (Shrout) Kasak has lived in the Smithton area her entire life. She is a graduate of Smithton School and attended Central Missouri University for two years majoring in business. Barbara worked for Mary Cusick Tax Service from 1967 until 1982 and then worked for Prudential Insurance Company for 15 years. After leaving Prudential, she returned to work for Cusick Tax Service until 2003 and joined Tax Pro after they purchased Cusick's tax service.