Burke Accounting & Advisory provides individual tax preparation, tax planning, and personal financial guidance for business owners, professionals, and individuals with more complex financial situations.

We can help you plan for taxes, organize cash flow and savings, review retirement contributions, and understand how personal and business finances affect one another.

Why it matters

Taxes, business income, investments, retirement contributions, and other financial decisions can affect each other.

Regular planning can help you estimate tax payments, prepare for upcoming expenses, review savings and retirement contributions, and make financial decisions with current information.

What we provide

• Individual tax preparation and planning for federal and applicable state tax returns

• Estimated tax calculations and payment guidance for business owners, investors, and others with income that is not fully covered by withholding

• Cash flow and spending guidance to understand income, expenses, and available savings

• Savings and financial goal planning for short-term and long-term priorities

• Retirement contribution planning to review available account types, contribution limits, and potential tax effects

• Debt and financial organization guidance to help organize accounts, payments, and financial priorities

• Coordination with business finances and other financial professionals when tax or personal financial decisions overlap

Personal Financial Guidance

We often work with business owners and professionals whose personal finances are tied closely to business income, taxes, retirement contributions, and other financial decisions.

Our work focuses on helping you understand the numbers, prepare for upcoming tax obligations, and organize the financial decisions you are already making.

Ready to discuss your taxes and personal finances?