Our Firm

We are a niche professional services firm providing accounting, financial reporting, tax and regulatory compliance and value-added consulting services to affluent families and their businesses.

Our Vision

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Our Story

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Our Team

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Our Blog

VISIT

Family Office

We are a niche CPA firm organized around the vision of providing best in class back-office services tailored to both single family offices and virtual family offices. We serve substantial, multi-generational families and their single family offices.  We have also created Virtual Family Offices – a platform for facilitating a multi-disciplinary service team to offer the benefits of a single family office without the high cost of creating and managing one.

Business

We have a passion for optimizing businesses to reach their full potential. Our business service line assists enterprising individuals and their businesses with all tax compliance and planning needs. We serve business owners through the entire business life cycle: from formation to growth to succession planning and exit. We provide value to businesses through key financial services including transaction and mergers and acquisitions consulting.

Client Testimonials

Technology Entrepreneur

“We’ve been clients of Burkhart & Company since our company was formed…more than 20 years ago. Their services have been integral in our migration through various forms of business entities, including the addition of a foreign affiliate and a major transaction. Burkhart & Company has been with us all along the way…bringing their expert tax management and sound financial advice with them. They have also provided us with other value-added resources such as their extensive network of business professionals, attorneys, bankers, etc.”

Family Office CFO

“Our family office relies day-in and day-out on the back office financial administration provided by Burkhart & Company. Outsourcing these detailed functions to them has enabled us to increase our focus on investment strategies and charitable giving. The timeliness and quality of financial reporting have been improved, and our overall overhead has decreased. Our dedicated team at Burkhart & Company is without compare, a true class operation.”

Retired Owner of Distributorship

“My husband, now deceased, and I have been clients of Burkhart & Company for nearly 25 years. We have always said, ‘We would not be where we are today without their guidance.’ They have been incredible, going above and beyond the call of a typical CPA. They have always come through for us. They are friends as well as advisors. They successfully assisted us with the structured buy-out of our partners many years ago. And when it came time to sell our business, they negotiated the sale. Yes, we put in a lot of hard work, but without their advice and help we would not have been able to achieve our goal of going out on top. I am eternally grateful to them.”

Philanthropist

“Burkhart & Company has an insatiable desire to pursue the very best planning ideas… many of which have benefited me over my 25 years of client history. I am immensely grateful. Our relationship has enabled us to do things for our family and community that simply could not have been done without their guidance. I am always looking for new ways to share, be responsible and give back. That is my major focus, my masthead. My advisors at Burkhart & Co. continually show me ways to do just that. The staff is totally professional, kind, caring… always accommodating and bright. The integrity of these people is above reproach. Working with them gives me a peace of mind, a calm feeling every time I visit them.”

Corporate Executive

“The professionals at Burkhart & Company are exceptional people. They’ve always done a thorough job of minimizing my taxes and protecting and growing my assets. I find them consistently high energy and very supportive. They have done a stellar job for me.”

An Elite Team

Our team has decades of collective real world insights at our clients’ access.  We serve in a niche firm where we can drive expertise towards a bank of active and challenging clients.  In this context we strive to continuously learn and develop our unique talents.

News

Extended Tax Deadline

The Treasury Department and Internal Revenue Service have announced that the federal income tax filing and payment due dates for individuals for the 2020 tax year will be automatically extended from April 15, 2021, to May 17, 2021. Individuals do not need to take any...

Employee Retention Credit Expansion

Dear Valued Clients and Friends of Burkhart & Company, The Consolidated Appropriations Act, 2021 extends and expands the employee retention credit first created under the CARES Act. As these new rules allow many previously ineligible employers to qualify for the...

Consolidated Appropriations Act, 2021

Dear Valued Clients and Friends of Burkhart & Company, On December 21, 2020, Congress passed the Consolidated Appropriations Act, 2021. The bill consists of $300 billion in aid for small businesses, stimulus payments to individuals, additional unemployment...

Individual Year-End Planning

Each individual taxpayer’s year-end planning should consider the unique challenges and opportunities that this year presents. By the Numbers The tax rates for 2020 are 10%, 12%, 22%, 24%, 32%, 35%, and 37%. The standard deduction for 2020 is $24,800 for married filing...

Business Year-End Planning

Each business should consider the unique challenges and possible opportunities that this year presents. Please see below a list of potential strategies and provisions that you may be able to utilize and should keep in mind as we approach year end. Deferring Income and...

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