Tax Planning & Preparation
We believe that accurate and professional tax preparation services are a necessity - not a luxury. Burns Tax & Wealth Management strives to make proactive tax planning more accessible to more people.
Our team of tax preparers are licensed, bonded, and represent the best this industry has to offer. Dedicated to remaining up-to-date on the tax laws and regulations, we provide value-added knowledge in an ever-changing tax code.
With year-round service, Burns Tax & Wealth Management is the trusted tax specialist team that is always here for you, your business, and your family.
Individuals & Families
Rather than dread the April 15th deadline, approach it with confidence knowing that your taxes were professionally prepared and filed. Burns Tax & Wealth Management helps families and individuals minimize their tax liability and maximize their disposable income through proactive tax planning services.
- Tax Preparation and Electronic Filing
- Tax Strategy Consultation
- Mid-Year Tax Check-Ups
Businesses & Corporations
Whether you are starting a new business from the ground up, or are in need of tax filing services for your current corporation, you can count on our team to deliver accurate and exceptional results.
- Tax Planning, Preparation, & Electronic Filing
- New Business Start-up Planning & Consultations
- Mid-Year Tax Check-Ups
- W2 & 1099 Processing
- Sales Tax & Payroll Tax Returns
Non-Profit Organizations
The nonprofit sector has its own set of tax regulations and rules, which can be difficult to navigate on your own. Our professional tax preparers are specially trained to assist nonprofits, and would be honored to help your organization during tax season, as well as throughout the year.
- Tax Planning, Preparation, & Filing
- Bookkeeping Services
- Process & Procedure Reviews
- W2 & 1099 Processing
- Payroll Tax Returns
Estates & Trusts
Navigating the complexities of Estates & Trusts alone is daunting; it’s helpful to have an experienced resource to guide you through the process. Because each estate or trust established is unique, you’ll want to make sure it’s handled correctly. We can assist you with reviewing your trust documents for possible tax consequences; preparing the trust or estate income tax return; and preparing the returns for taxpayers that are beneficiaries of trusts.