A traditional CPA firm with a modern twist

We base our fees off the value we provide, not on hourly rates.

Contact Us

SERVICES

We are committed to doing what is necessary to make sure our tax clients receive the highest refunds legally possible, and for those not getting a refund, our focus and energy is on limiting your tax liability. With a dedication to technology and efficiency, we deliver tax and accounting services often 25-30% below competition’s prices while maintaining traditional values of honesty, integrity, and trust. And you’ll know what you’re paying before we start working.

Individual

We provide federal and state tax services for individuals. While our clients have a low audit rate, we also provide representation before the IRS, including assistance with audits and appeals.

With decades of experience and tens of thousands of tax returns prepared, we have confidence in our ability to know when to be aggressive and when to be conservative in tax positions to minimize total tax liability. There are a variety of issues that complicate personal tax returns, so whether you’ve always done it yourself and need some extra help this year, or your situation requires careful tax planning regularly, we are available to help.
Our experience and expertise is particularly fruitful when dealing with these personal tax situations:
  •  Kids at college (and corresponding savings/education investment plans)
  •  Real estate sales and purchases
  •  Death in the family, often triggering trust and estate tax preparation
  •  Investment income and expenses
  •  Owning and managing rental property
  •  Letters from the IRS (we are licensed to represent tax payers in disputes or with simple correspondence with the IRS)

Where's My Refund?

Most refunds are sent within 21 days. You can check the status of your refund within 24 hours after e-filing or within four weeks after mailing your return.

You will need:

  • Social security number
  • Filing status
  • Exact refund amount

Business

We provide tax preparation for partnerships, S-Corps, C-Corps, and sole proprietors, as well as accounting services for businesses including bookkeeping and assistance with entity setup.

Some of our fellow small business owners contribute so significantly to the community and society we feel a sense of duty to relieve them of the ever increasing load of paperwork involved with taxes, payroll, and general accounting work and let them focus on what they do best.

Our work has allowed us to work with owners to plan their entity type, establish accounting and payroll systems and offer general advice. We’ve also worked with mature businesses, many who have successfully been in business for 30, 40, or even 50 years. Whether you’re a sole proprietor just starting or a mature corporation we feel confident in our ability to deliver valuable tax and accounting service for less than what you’d pay at other CPA firms.

Our experience and expertise is particularly fruitful when dealing with these business situations:

  • Determining the appropriate entity, be it a sole proprietorship, partnership, an S-Corporation, or a traditional corporation. (As a side note, LLC’s for tax purposes can be three out of the four entity types mentioned above – the IRS does not recognize the LLC designation).
  • End of year tax planning and advising on timing of equipment and inventory purchases
  • Establishing compensation for S-Corp owners
  • Processing payroll, handling state and federal quarterly and annual payroll reports, including W2’s.
  • Handling bookkeeping, including monthly reconciliations and regularly delivering P&L statements to owners and investors.
  • Dealing with IRS letters: we are licensed to represent businesses before the IRS in disputes or in simple correspondence.
  • Preparing tax returns of all entity types, including trusts, businesses, or farms operated by trusts.

The Company

For over thirty years, we have provided tax and accounting services to clients in the Tri-Cities and beyond. As a local company, we have experience specific to local industries, such as farming and construction. As an independent company, we are flexible in our methods and can work with any tax software or accounting methods you prefer with the possible exception of the receipts-in-a-shoe box method. We take the confidentiality of your information seriously and take all necessary precautions to communicate and store information securely. Some of our clients prefer to do all interactions through mail and in person, while other clients use our encrypted email system and secure client portal to share files and communicate sensitive information, such as social security numbers and tax forms, safely and instantly.

The Team

Ron Burt, EA

Ron Burt, EA

Ron received a bachelors degree in Accounting from BYU and worked for a number of years as an accountant at a local agriculture company. After Ron began preparing tax returns for friends and family out of concern they were not getting the best tax outcome, Ron's clientele has grown by word of mouth into an established and respected business. As an enrolled agent, he has represented hundreds of taxpayers before the IRS through every level of the appeals process. Ron is now staying healthy by regularly chasing after nearly a dozen grandkids.

Nathan Burt, CPA

Nathan holds bachelors and masters degrees in Accounting from BYU and BSU, respectively, with emphases in taxation. He also worked for nearly two years as a graduate research assistant. He is a Teach For America alumni, has previously worked at one of the nation's largest accounting firms, and gained experience working with an investment software company monitoring accounting treatment for insurance company portfolios. He volunteers with a local scout troop and as a member of Trios Hospital's finance & audit committee.

Lori Markle

Lori Markle Accountant

Lori graduated with honors from Washington State University with a B.A. in Accounting. She has worked with multiple local accounting firms and with H&R Block. Her attention to detail provides confidence to all who utilize her expertise in tax return preparation. When she's not in the office, she teaches religion courses at a church seminary and travels around the country and world seeing children and grandchildren.

Jonathan Holder Accountant

After graduating from the University of Idaho with a Bachelor of Science in Accounting, Jonathan moved to the Tri-Cities where he earned an H&R Block certification for tax preparation. He currently manages payroll, excise tax reporting, and bookkeeping. After work, you are likely to find him at a Tri-City American’s game.

Contact Us

Contact us with any inquiries or to set up an appointment.

(509) 582-2047

    hburt11@gmail.comBurt Tax & Accounting