Burgess Accountancy is a full-service CPA and Financial Services Group for businesses of all sizes. We’re dedicated to providing our Clients with professional, personalized services and guidance in a wide range of financial and business needs. Our website provides valuable information about our group, including our list of services. We also provide online resources to assist with your financial decisions, including downloadable Tax Forms and Publications, Finance and Tax News Video Footages, and links to other useful sites. Whether you are an individual or a business, we have the expertise to assist you with your financial needs.

Reliable Accounting & Exceptional Service

We educate our clients to help them understand the story behind their numbers while simplifying the Company’s Accounting, Tax and all other financial needs. With Burgess Accountancy, you can expect competent advice with fast and accurate results. Check out our Services section for a complete list of services we offer. Our primary goal as a trusted advisor is to provide insightful advice to enable our Clients to make informed financial decisions. Our high standards, service and dedicated staff signify the difference between our outstanding performance and other accounting firms.


You can count on Burgess Accountancy to provide you with a balanced approach – blending experience, reliability, integrity and common sense to bring you peace of mind. Our Accounting Services are at the core of this approach. We provide quality bookkeeping methods for recording accurate, complete and appropriate entries to your financial statements. Our services provide you with the necessary financial information for making better decisions.

Accounting & Bookkeeping

We offer a wide range of accounting and bookkeeping services to assist our Clients in managing their businesses more effectively and to reach the most accurate financial decisions. These include:

– Bookkeeping
– General ledger and financial statement preparation
– Accounting system setup for new businesses
– Business property tax returns
– Payroll preparation and payroll tax returns
– Sales tax returns

Audits & Reviews Preparedness

Are you currently preparing for a review or audit? Let Burgess Accountancy save you thousands of dollars in getting your accounting records ready! We work closely with the auditors and provide them with the necessary audit schedules. It is more cost effective to let us get you audit ready then to incur countless hours during an audit. We can prepare audit schedules and work on your behalf to ensure the audit process is run smoother and more cost efficient.

Business Consulting

We’ll conduct an analysis and then identify the areas that may be of concern now, or in the future. We do this by helping the Clients write and execute a comprehensive strategic business plan.

Cash Flow Management

Let us develop a cash flow projection for you so you can avoid a cash crisis. We’ll help develop both short-term (weekly, monthly) cash flow projections to assist you in managing the daily cash, and long-term (annual, 3-5 year) cash flow projections to help you develop the necessary capital strategy to meet your business needs. We also prepare historical cash flow statements to help you gain an understanding about where all the money went.

Analysis & Insight

Businesses rely on accurate and insightful financial information in order to maintain profitability and capitalize on new opportunities. Our reliable Accounting Services will guide you closer to achieving these goals with accurate record-keeping and reporting. We will also provide support on financial issues including initial accounting system setup, cost-containment, tax planning, investments, as well as employee benefit and profit-sharing plans.

Financial Services

Building and preserving your personal wealth requires specialized attention. You get one-on-one guidance and a comprehensive financial plan that helps manage risk, improve performance, and ensure the growth and longevity of your wealth. We will help identify your retirement needs, analyze your assets and sources of retirement income, and review your estimated shortfalls to help ensure a comfortable retirement.

Need to pay for your child’s college education? We will help develop an optimal savings plan for your financial situation and risk tolerance. And what about achieving your investment goals? We will identify the steps needed to maximize your investment returns and minimize your risk while increasing the predictability of your investment returns. To learn more, contact us!

Business Succession Planning & Funding

What happens to the business when you’re no longer running it? Or will you have enough money to retire? If you own a family business, retirement isn’t simply a matter of deciding not to go into the office anymore. These are some critical questions that need answers. Comfortable or not, succession planning should be a priority for any family business considering that more than seven out of ten family-owned businesses fail to survive the transition from founder to second generation, typically falling prey either to estate taxes or family discord – or both. Developing and implementing a well-designed succession plan is essential to the survival of a family business from one generation to the next.

Internal Audit

Burgess Accountancy provides internal audit services to public and private companies. We can provide seasoned internal audit professionals to support your companies internal audit department to conduct SOX compliance services, to conduct risk assessments, perform control testing, execute internal audit plans, or assist with special projects. We can also develop and manage your internal audit function as an outsourced service provider.

Operational Review

There will be times when you need an evaluation of your company’s operations from a trained external professional. Someone who can determine if the appropriate controls are in place and ensure proper handling of resources. Our Operational Audit will thoroughly test your company’s internal systems and procedures, assessing and determining the efficiency and effectiveness of your internal control systems. We will then provide recommendations to help your company become more efficient and effective in order to increase the bottom line! The benefits you receive from our audits include, but not limited to: Objective Opinions, Improved Workflow or Cost Allocation Processes and Faster Turnaround Time. If you would like more information about our Operational Audit Services, contact us to setup a Free Consultation.

SOX Compliance Services

Sarbanes-Oxley compliance requirements have elevated the role and responsibility of public companies, increasing accountability and transparency from top company executives. Corporate disclosure, compliance oversight, controls monitoring, company training all have been impacted by Sarbanes-Oxley. Our advisory services include, but not limited to: Project Management Assistance, Technical Support, Risk Assessment and Scoping Activities, Assistance in Documentation and Evaluation Efforts, Control Rationalization and Training.

Risk Assessments

We take a risk-based approach to internal audit to help our clients improve performance and operating efficiency. We have the knowledge and experience across a broad range of industries which we can use to provide you with the best practices for ensuring your processes are efficient and cost effective.

Tax Preparation

Tax compliance, in all its forms is a moving target! The complexities are challenging enough to any individual as they’re currently written; and even more so as the tax codes are ever changing. We’ll help keep you in compliance because we are year-round tax oriented professionals. We offer all the traditional tax services and handle all the necessary forms and filings, including returns for individuals, corporations, partnerships, proprietorships, estates and trusts

Our Tax Preparation Specialties
  • Electronic filing for quicker refunds
  • Corporate tax returns for both Subchapter S corporations and C corporations
  • Partnership tax returns including limited partnerships, LLC’s and LLP’s
  • Potential deduction recommendations to limit tax liability
Tax Planning

A great method of improving your business’s cash flow is to reduce your tax liability. We strive to go beyond tax compliance and proactively recommend tax saving strategies to maximize your after tax income. We are knowledgeable in the areas of federal and other state tax laws as we prepare your taxes. We continually look for ways to maximize allowable tax savings for our Clients throughout the year, not just at year-end.

Tax Problems

Are you having problems with the IRS? Let us help you resolve your tax problems and put an end to the headaches. We pride ourselves on being efficient, affordable, and of course, discreet! IRS problems don’t go away on their own; they compile with penalties and interest every day. Do you owe the IRS money? Settle the penalties now! Need more time to pay? If you’re experiencing other tax problems, talk to us!


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