Personal tax, accounting, and financial planning needs…

  • Personal tax preparation (including preparation of the Statement of Business or Professional Activities for self-employed individuals/partners, and effective tax planning for future years)
  • Financial & estate planning (such as preparation of a comprehensive financial plan, an estate plan review, or a detailed succession/exit plan)
  • Accounting services (including preparation of Financial Statements & bookkeeping assistance)

Business startup, growth, and all the stages in between…

Our business services help create environments where entrepreneurs serve their marketplace, employees, stakeholders, and communities with excellence.

  • Business plan assistance (such as development of cash flow models to manage the success of each business growth stage)
  • Business tax preparation (such as corporate tax returns & tax planning strategies for future growth)
  • Financial and succession planning (including key retirement strategies that help reach long term goals)
  • Accounting services (including assistance with bookkeeping and preparation of financial statements)
  • Strategic consulting services (such as reviews of critical business strategies or business models, and development of a comprehensive strategic action plan)

Photo courtesy of Merlyn Guilderson Photography

We have enjoyed working with Steve Burns for the past five years.  He is not your traditional accountant – he has an ability to understand our business and help us meet our goals.

Retail Client

‘Beyond the numbers’ is how I would describe Steve’s approach. He has helped to change the direction of our business and, we believe, our future.

Investment Planning Client