Service Values

Burkhart & Company builds personal, long-term relationships with clients. The Firm’s goal is to advance each client’s interests by giving objective, financially sound advice.
Services are tailored to each client and vary as the client’s needs change over time. The Firm strives to deliver all services:

  • Accurately
  • Proactive service approach
  • Consistently
  • Timely
  • Responsively

The Firm is a “strategic partner” with its clients as they seek to create capital through operating profits and investment returns while minimizing federal and state taxes. All services center around the goals of our individual clients, whether they be a business owner, executive or passive investor.