Q3 estimated payments are due September 15. Clients may upload documents in the secure portal.
White Magnolia Advisory
WHITE MAGNOLIA ADVISORY
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White Magnolia Advisory
WHITE MAGNOLIA ADVISORY
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No matches — try the tax forms library or ask us directly.
BOUTIQUE TAX & ADVISORY

Think bigger. Scale smarter. Keep more.

White Magnolia Advisory serves a deliberately small roster of individuals, business owners, and real estate investors who expect more than a filed return — they expect a strategy.

BY-REFERRAL PRACTICE CPA-LED ENGAGEMENTS FLAT-FEE PRICING YEAR-ROUND ACCESS
WHAT WE DO

Nine disciplines. One standard of care.

VIEW ALL SERVICES →
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WHO WE SERVE

A small roster, chosen with intention.

Individuals & Families

Multi-state income, equity compensation, trusts, and charitable planning — coordinated quietly across your advisors.

Business Owners

Entity structure, compensation strategy, compliance, and exit readiness for closely held companies.

Real Estate Investors

Cost segregation, 1031 exchanges, passive-activity planning, and partnership structuring across portfolios.

CLINTON & CLAY COUNTY, MISSOURI

A CPA who knows this ground.

We're based in Lathrop and we work where our clients build — the farms, rental portfolios, contracting outfits, and closely held companies across Clinton County, Clay County, and the north Kansas City metro. Missouri returns, Missouri property, Missouri entities, handled by someone who lives here.

Out of state? Most of our work happens over Zoom and the secure portal, so distance has never been the deciding factor — fit is.

COMMUNITIES WE SERVE
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2026 TAX INTEL

The new rules, worth knowing.

Hover to pause. Every card links straight to the source at IRS.gov.

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READ MORE AT IRS.GOV →

Figures reflect tax year 2026 (returns filed in 2027) per IRS Rev. Proc. 2025-32 and the One Big Beautiful Bill Act. General information — not advice for your specific situation. That's what the Client Fit Review is for.

ENGAGEMENT TIERS

Four levels of relationship.

Every client begins with the Client Fit Review — it tells us which level genuinely fits, and every engagement is scoped in writing before work begins.

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The Magnolia Circle is extended by invitation, as space in the group allows. Litigation support and business valuation are scoped separately.

Wondering if we're the right fit?

We accept a limited number of new engagements each season. The Client Fit Review takes five minutes and tells us everything we need to respond thoughtfully.
SERVICES

Depth over breadth, in nine disciplines.

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CLIENT FIT REVIEW

Tell us about your situation.

We keep our client group deliberately small and select. Our tiered structure exists so that every client we welcome adds value to the others — a community built on shared standards, not volume.

This review helps us both decide whether that's you. A partner reads every submission personally and responds within two business days — with next steps, or a thoughtful referral if we're not the right firm.

1 · Share

Complete the form — five minutes, no documents required yet.

2 · Conversation

A 30-minute call with a partner to understand goals and complexity.

3 · Proposal

A written, flat-fee engagement letter. You decide from there.

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Your Client Fit Review has been received. We accept a limited number of new clients each season — a partner will review your answers personally and reach out within two business days.

A confirmation is on its way to your inbox — it includes a link to reserve your conversation, or you can schedule right now below.

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First, a proper introduction.

Every relationship here starts with a name. A partner reads each of these personally.

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Which of these describe you?

Check all that apply. We'll only ask about the parts of your world that actually exist — nothing more.

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About your real estate.

Portfolio shape drives everything — depreciation strategy, entity structure, and whether a 1031 belongs in your future.

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About the farm.

Agricultural returns have their own rhythm — income averaging, depreciation, land. A few specifics tell us what we're working with.

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A little about your household.

The same questions we'd ask across the table at a first meeting — filing status, family, and how last year went.

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Where do you need depth?

Choose every area that applies. We build a deliberately select client group — knowing where you need us tells us whether we can give you our best.

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You own a business — let's go deeper.

These details tell us which engagement tier genuinely fits, before we ever quote you a number.

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About the litigation matter.

Litigation support is high-stakes work, and we only take matters where our analysis will genuinely hold up. The more context you share, the more honestly we can assess fit.

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Last one — your goals.

What would a successful relationship with us accomplish for you over the next twelve months?

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Your information is held in confidence and never shared. Submitting this review does not create a client relationship.

A QUICK NOTE FROM DREW

“I'm sorry for all the little questions — and grateful you're sticking with them.”

We keep our client group small and select on purpose. When we take someone on, we want to give them our all — and the right information is the only way to make that happen. Just a few more, and we'll have what we need to respond thoughtfully.

— Drew O'Connor, CPA · Founding Partner
SCHEDULE A MEETING

Reserve time with a partner.

A focused thirty-minute conversation over Zoom — your meeting link and reminders arrive automatically.

ONE STEP FIRST

Meetings are reserved for reviewed applicants.

We prepare for every conversation before it happens — which means we need your Client Fit Review first. It takes five minutes, and the calendar unlocks the moment you finish.
30 minutes, over Zoom

Pick any open time. Your Zoom link is generated automatically and arrives with your confirmation email.

Automatic reminders

You'll be reminded by email before the meeting — reschedule or cancel from any of those emails.

Come prepared, or don't

We'll have read your Client Fit Review before we meet. Bring questions if you have them — otherwise, we'll guide the conversation.

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A confirmation with everything below is on its way to your inbox.

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REMINDERS Email & text — one day before, and one hour before
ADD TO CALENDAR

Need to cancel? Reply to your confirmation email any time up to two hours before the meeting.
1

How would you like to meet?

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2

How much time do we need?

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3

Pick a day.

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Choose a time.

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All times Eastern. Crossed-out times are already reserved.

YOUR MEETING
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Zoom meetings include an automatic link and passcode. Reminders go out by email and text — one day and one hour before.
RESOURCES

The forms business owners actually need.

Plain-English explanations, updated for 2026, with every link going straight to the official form at IRS.gov. Not sure which applies to you? That's literally what we're for.

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GET IT AT IRS.GOV →
Forms are the easy part. Knowing which ones — that's the hard part.

Tell us about your situation and we'll tell you exactly what applies.

That sounds like a real question.

Talk to a real professional — on the phone. No robots, no chatbots, no hold music. Real people who do this every day.
EMPLOYMENT OPPORTUNITIES

Do exceptional work for a small number of people.

We keep the roster small on purpose — which means our people go deep instead of wide. No 70-hour busy seasons as a badge of honor. Just careful work, done well.

Current opportunity

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APPLY →

Internships are currently our only opening. To apply, send a note, your résumé, and your expected graduation date to careers@whitemagnoliaadvisory.com — a partner reads every one.
CONTACT

We'd be glad to hear from you.

MAIL

PO Box 173
Lathrop, MO 64465

REACH US

hello@whitemagnoliaadvisory.com
Phone line coming soon

HOURS

Monday – Friday, 9a – 5p
Extended hours February – April

Prospective clients: the fastest path is the Client Fit Review.

Message received.

We'll reply within one business day.