ABOUT THREADED CPA
Kayla Weaver, CPA
Threaded CPA is a virtual CPA firm focusing on superior service for small business owners' tax and accounting needs. We take pride in understanding the unique needs/wants/goals of each client and strive to exceed their expectations with our professional guidance and support.
As a small team, you'll ALWAYS correspond directly with our CPA/owner, Kayla. Work is NEVER offshored, and you won't bounce around from staffer to staffer.
Kayla has over a decade of experience working with business owners, helping them navigate the complex tax code and ever-changing rules that impact entrepreneurs.
Responsive.
At Threaded CPA, we know that you can't wait weeks to hear back from your CPA (if you hear back at all!). We prioritize responding to you promptly and thoughtfully, often same-day.*
*Unlimited "quick question" support include in our tax subscription packages.
Plain Speak.
We know that the tax code can be confusing, and you don't want to spend your precious time trying to make sense of tax jargon. At Threaded CPA, we work to simplify taxes for you -- using plain language and answering all questions (we truly believe there are no dumb questions!).
Trustworthy.
Knowledgeable.
At Threaded CPA, trust is the foundation of every client relationship. We take a straightforward, honest approach to tax and accounting—we won't make push services you don’t need and we'll only recommend tax strategies that make sense in your specific situation.
With over a decade of experience working primarily with small business owners, Threaded CPA has the expertise to handle your situation. (And if we don't, we will let you know and try to help you find someone else that can help.)
Who We Commonly Work With
We don't believe in a one-size-fits-all approach to taxes and accounting. To ensure we are providing the best service, we only work with people/businesses with certain situations and find that in others, we aren't the best fit for one another.
Who generally is our "best fit?"
Business/Tax Type
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Service-based
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One owner or jointly owned by spouses
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Filing Schedule C on your personal tax return (Form 1040) or an S Corporation (Form 1120S) tax return
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$100,000 to $5 million in annual revenue
Location & Communication
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Located in Missouri, Illinois, or Kansas but prefer to meet/correspond virtually (Threaded CPA is fully remote!)
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Comfortable using technology (like our client portal and Microsoft Teams)
Mindset
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Willing to pay a little more for a real relationship with your tax preparer/accountant throughout the year, not just at "tax-time"
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Want to be smart with your taxes and sleep well at night (no tax fraud here!)
Industries We Frequently Work With:
Content Creators • Consultants • Contractors • Lawn Care Providers • Dentists • Doctors • Marketing Agencies • Financial Planners
We May Not Be the Best Fit If...
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Your tax situation includes C Corporation, complex Partnerships, Trust, or non-profit tax filings
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Your business model is e-commerce driven
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Your business has locations in multiple states
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Your tax filings have foreign activity (beyond standard brokerage accounts with minor foreign holdings)
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You have significant crypto activity
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In-person meetings and/or physical drop-offs are needed (Threaded CPA is fully remote)
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Tax filings are routinely required outside of Missouri, Illinois, or Kansas
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Your priority is aggressive tax savings over accurate tax filings
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Your primary goal is finding the lowest-cost option rather than an ongoing advisory relationship
Why Choose Us
THE PROCESS FOR WORKING TOGETHER
1
Complete the potential new client intake form
Form
2
Discovery Call
Meet with our CPA in a discovery call to see if we're a good fit for one another
3
Proposal
Receive, review, and sign your customized proposal
4
Kick Off Services
We'll send what we need to officially start working together.
5
Partnership
Continue services together - customizable at any point.
