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

IRS updates rules for mileage-related deductions

The IRS has issued new guidance updating the rules for using optional standard mileage rates when calculating “above-the-line” deductions for the costs of operating an automobile for certain purposes. IRS Revenue Procedure 2019-46 also lays out rules for establishing...

Factor 2020 cost-of-living adjustments into your year-end tax planning

The IRS recently issued its 2020 cost-of-living adjustments. With inflation remaining largely in check, many amounts increased slightly, and some stayed at 2019 levels. As you implement 2019 year-end tax planning strategies, be sure to take these 2020 adjustments into...

Business year-end tax planning in a TCJA world

The first tax-filing season under the Tax Cuts and Jobs Act (TCJA) was a time of uncertainty for many businesses as they struggled with the implications of the law’s sweeping changes for their bottom lines. With the next filing season on the horizon, you can...

It’s not too late to trim your 2019 tax bill

Fall is in the air and that means it’s time to turn your attention to year-end tax planning. While several clear strategies and tactics emerged during the first tax filing season under the Tax Cuts and Jobs Act (TCJA), 2019 and subsequent years bring potential twists...

The U.S. Department of Labor finalizes the new overtime rule

The U.S. Department of Labor (DOL) has released the finalized rule on overtime exemptions for white-collar workers under the Fair Labor Standards Act. The rule updates the standard salary levels for the first time since 2004. While it is expected to expand the pool of...

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