Business Details
We founded Defrain CPA after 15 years of collaboration between our wealth management and tax professionals. Our team combines Noel Roach's 25 years of wealth management experience with Doug DeFrain's 30 years of tax expertise. We operate with Jennie Sigler driving our operations to ensure seamless client experiences. We eliminate the frustration of coordinating between separate investment and tax advisors by housing both under one roof. Our comprehensive approach integrates investment planning, tax optimization, and risk management for holistic financial strategies. We serve clients across 38 states from our Overland Park, Kansas headquarters with personalized attention.
Our advisors hold credentials including AIF and CPA designations demonstrating specialized professional competence. We partner with Cambridge Investment Research for securities and advisory services while maintaining independent tax and legal guidance. Our commitment to transparency drives us to verify professional backgrounds through FINRA's BrokerCheck. We prioritize comprehensive support tailored to each client's unique financial journey and legacy goals. Our collaborative model ensures your financial plan adapts to life's complexities without unnecessary stress.
Our advisors hold credentials including AIF and CPA designations demonstrating specialized professional competence. We partner with Cambridge Investment Research for securities and advisory services while maintaining independent tax and legal guidance. Our commitment to transparency drives us to verify professional backgrounds through FINRA's BrokerCheck. We prioritize comprehensive support tailored to each client's unique financial journey and legacy goals. Our collaborative model ensures your financial plan adapts to life's complexities without unnecessary stress.
Highlights and features
- We combine 55 years of specialized wealth and tax expertise.
- Our unified team eliminates coordination gaps between investment and tax.
- We hold AIF and CPA credentials demonstrating verified professional competence.
- Our comprehensive strategies integrate retirement, tax, and legacy planning seamlessly.
- We serve 38 states with personalized attention from Kansas headquarters.
Services
Wealth Management
We provide personalized investment planning and portfolio management tailored to your unique financial goals and risk tolerance. Our credentialed advisors leverage 25 years of experience to design strategies spanning retirement income distribution and legacy preservation. We coordinate seamlessly with tax professionals to optimize after-returns within your comprehensive financial roadmap.
Tax Services
Our CPAs deliver comprehensive tax preparation, planning, and payroll services for individuals and businesses seeking liability minimization. We maximize deductions through proactive strategies aligned with your investment portfolio and long-term financial objectives. Our integrated approach ensures tax efficiency complements your wealth management plan without communication gaps between advisors.
Retirement Planning
We design customized retirement plans including 401(k) structures, income distribution strategies, and budgeting frameworks for financial independence. Our specialists address longevity risk and tax-efficient withdrawal sequencing to preserve your accumulated wealth throughout retirement. We integrate Social Security optimization and healthcare cost projections into your comprehensive retirement roadmap.
Insurance Protection
We assess risk exposure and implement tailored insurance solutions protecting your assets and family's financial future against unforeseen events. Our advisors evaluate life, disability, and long-term care coverage options aligned with your estate planning objectives. We ensure protection strategies integrate seamlessly with your investment and tax plans for comprehensive security.
Education Planning
We develop tax-advantaged education funding strategies utilizing 529 plans and custodial accounts aligned with your family's academic goals. Our team projects future tuition costs and integrates savings targets into your broader financial plan without compromising retirement readiness. We optimize investment allocations within education accounts for growth potential and withdrawal flexibility.
