The Burney Tax Advisors Approach
Proactive tax planning
Align your tax management with your broader financial objectives.
Instead of simply reacting to tax-related events as they occur, your team anticipates and strategically addresses potential tax scenarios before they happen.
A seamless tax preparation process
From the simplified, flat-fee structure to our optimized document management workflows, we've worked to streamline the tax preparation process for clients.
Cohesion between tax & financial advisory teams
Enjoy continuity and regular communication between your tax advisor and your financial advisory team.
With both your tax and financial advisors involved in the same meetings, your tax planning strategy will complement your overall financial planning objectives.
Working with a true tax expert
Proactive & responsive communication
Even during the busy tax season, Burney Tax Advisors is committed to exceptional client communication.
We recognize one of the major frustrations clients face with tax professionals is the lack of prompt responses. We take pride in making sure this isn’t your experience with us. We communicate swiftly and clearly so you're never left in the dark.Tax resolution services
It can be daunting to deal with tax-related issues, particularly when they involve the IRS or state authorities. We provide clients peace of mind by addressing these concerns promptly and assisting you in reaching a resolution.
Proactive tax planning
Align your tax management with your broader financial objectives.
Instead of simply reacting to tax-related events as they occur, your team anticipates and strategically addresses potential tax scenarios before they happen.
A seamless tax preparation process
From the simplified, flat-fee structure to our optimized document management workflows, we've worked to streamline the tax preparation process for clients.
Cohesion between tax & financial advisory teams
Enjoy continuity and regular communication between your tax advisor and your financial advisory team.
With both your tax and financial advisors involved in the same meetings, your tax planning strategy will complement your overall financial planning objectives.
Working with a true tax expert
Proactive & responsive communication
Even during the busy tax season, Burney Tax Advisors is committed to exceptional client communication.
We recognize one of the major frustrations clients face with tax professionals is the lack of prompt responses. We take pride in making sure this isn’t your experience with us. We communicate swiftly and clearly so you're never left in the dark.Tax resolution services
It can be daunting to deal with tax-related issues, particularly when they involve the IRS or state authorities. We provide clients peace of mind by addressing these concerns promptly and assisting you in reaching a resolution.
Here's Our Process
Tax Discovery Meeting
Tell us about your tax situation. We listen and seek to understand your unique circumstances.
New Client Onboarding
We prepare for tax time, making your life easier by executing the plan for a better tax experience.
Custom Tax Analysis
Your situation is unique. Even before becoming a client, we present you with a custom tax plan tailored to your goals.
Dedicated Tax Team
Your success is our priority. We’ll collaborate with you and your financial advisor throughout the year to plan and minimize tax liabilities.
Tax Discovery Meeting
Tell us about your tax situation. We listen and seek to understand your unique circumstances.
Custom Tax Analysis
Your situation is unique. Even before becoming a client, we present you with a custom tax plan tailored to your goals.
New Client Onboarding
We prepare for tax time, making your life easier by executing the plan for a better tax experience.
Dedicated Tax Team
Your success is our priority. We’ll collaborate with you and your financial advisor throughout the year to plan and minimize tax liabilities.
