We are a small
privately owned year-round business that specializes in tax
preparation, tax planning, tax representation, financial and
estate planning for each individual taxpayer and accounting
services for small businesses.
We prepare 1040
tax returns for all individuals and tax returns for
corporations whether an 1120 or 1120S corporation, 1065
returns for partnerships and limited liability companies
(LLC), 1041 returns for trust and estates. We recommend
tax-planning meetings during the year, as events occur to
change a taxpayers tax situation. We feel that planning for
all major events of your life is essential to your financial
health. Some of those events include marriage, birth of a
child, divorce, empty nest, pre-retirement (at least 10 years
out) retirement and death. Developing a plan will only help
make the transition of these events easier and eliminate wrong
turns to provide a smoother road to follow.
As the tax laws
change and become even more complicated, the need to have a
well-trained and knowledgeable professional is so important.
Being an enrolled agent since 1992 allows us to “legally
represent you before the Internal Revenue Service” in any tax
matter. Whether it is a collection problem or a technical
problem with you tax returns, we can work with the IRS and
state agencies to minimize the ramifications. As the tax gaps
exceed the $300 billion mark, tax audits will increase. There
are several forms of audits and we can walk you through the
maze to a solution.
In addition to
tax planning, we work with clients in their process of
planning for the major events of their lives financially. We
will review your 401K, 403B, 457 and any other retirement plan
for appropriate asset allocation and investment strategies.
We will also help maximize your company benefits and minimize
your tax bill.
After you have
accumulated your assets and you have lived a great retirement,
what then happens with your assets? We can help you with your
final estate plans and asset transfer. A good plan will make
sure that your last wishes are carried out.
and bookkeeping services include payroll and reports
preparation, financial statements, bank reconciliation and
cash flow forecast. We are a QuickBooks computer consultant
and can assist and train you in the use of the software.
Financial Services has been operating in the University area
for 28 years and moved to our new office in October 2000. If
you are looking for a small personal tax and financial office
then Burchett Financial Services is for you. You will be
right at home. As one of our clients said one day “ This is
the only tax office I’ve ever been to where you feel like you
are going to a family reunion”.
Feel free to
call and discuss our services and how Burchett Financial
Services can help you.