Cyndi Bishop, Cpa
About Cyndi Bishop, Cpa
Cyndi Bishop is a Managing Tax Director at Creative Planning Inc. in Leawood, KS, with expertise in income tax consulting and compliance services for a diverse clientele.
Work at Creative Planning
Cyndi Bishop serves as the Managing Tax Director at Creative Planning Inc., a position she has held since 2015. In this role, she provides income tax consulting and compliance services to a diverse clientele, which includes individuals, businesses, trusts, and not-for-profit entities. Her responsibilities involve ensuring clients have a clear understanding of their tax situations through reliable and timely advice, as well as proactive planning. Cyndi's expertise in wealth management and investment management further enhances the services offered to clients.
Education and Expertise
Cyndi Bishop earned her Bachelor's degree in Accounting from Northwest Missouri State University. Her educational background laid the foundation for her extensive expertise in income tax consulting and compliance services. Cyndi specializes in providing tailored tax solutions to a variety of clients, including individuals, businesses, trusts, and not-for-profit organizations. Her knowledge in wealth management and investment management complements her tax consulting services.
Background
Before joining Creative Planning Inc., Cyndi Bishop worked at Woodward Hunt & Associates, CPA's PC as a Senior Manager from 2012 to 2015. Prior to that, she spent a decade at CBIZ MHM, LLC in the same role from 2002 to 2012. Her professional journey reflects a strong commitment to tax consulting and compliance, with significant experience in managing client relationships and delivering effective tax strategies.
Achievements
Cyndi Bishop has played a key role in her current position by ensuring clients receive reliable and timely tax advice. Her proactive planning approach has helped clients navigate their tax situations effectively. With a focus on wealth management and investment management, she has contributed to the financial well-being of individuals, businesses, and charities. Her extensive experience in the field has established her as a knowledgeable resource for her clients.