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



Our Story


Our Team


Our Blog


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.


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.”


“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.


Tennessee SERG Program

Dear Valued Clients and Friends of Burkhart & Company, 2020 has certainly been a year to remember. As challenges related to COVID-19 continue, it is important to stay informed as new relief measures are released. Even as Congress continues to work on a new round...

COVID-19 Relief Provisions

Dear Valued Clients and Friends of Burkhart & Company, The COVID-19 crisis has given rise to unprecedented economic relief legislation. It is important that every business owner and individual, whether employed or not, come to understand what provisions apply to...

Paycheck Protection Program

A major component of the CARES Act is the Paycheck Protection Program.  It is aimed at keeping workers employed during this pandemic and economic decline.  The initiative provides for 100% federally guaranteed loans to small businesses.  If borrowers maintain their...

Tennessee Extends Hall Income Tax Deadline

The Tennessee Department of Revenue has extended the due date for filing and paying the Hall income tax from April 15, 2020 to July 15, 2020. Taxpayers will have until July 15, 2020, to file returns and make any payments originally due on April 15, 2020. Interest and...

Tennessee Extends Franchise and Excise Tax Deadline

The Tennessee Department of Revenue has extended the due date for filing and paying franchise and excise tax from April 15, 2020 to July 15, 2020. Taxpayers will have until July 15, 2020, to file returns and make any payments (including quarterly estimated payments)...

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