Let us handle your tax and accounting needs

With a simple flat fee structure, great customer experiences, and a long history of providing expert advice, we’re already the choice for nearly 2,000 businesses and individuals.

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SERVICES

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 and maximizing after tax wealth. 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 payroll, bookkeeping and assistance with entity setup.

Our fellow small business owners contribute so significantly to the community and society we feel an obligation to help 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 941’s and 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 individuals, estates and trusts, partnerships, and corporations.

The Company

For over thirty years, we have provided tax and accounting services to clients in the Tri-Cities, WA 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 a variety of accounting software programs or accounting methods 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 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 Founder, Enrolled Agent

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 also stays busy by turning wood on his new lathe and chasing after a dozen grand kids.

Nathan Burt Certified Public Accountant

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.

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.

Nadia Soto Accountant

Nadia began working with us in 2016. She has a general business degree from Columbia Basin College. Her previous experience includes working at Liberty Tax Service as a Tax Preparer and with ConAgra/LambWeston as an Operations Specialist. She handles bookkeeping and payroll for a variety of companies and helps with our tax clients as well. In her spare time she runs kids around to football games and raises American Bully puppies. She also speaks spanish!

Robert G. Fowers Accountant

Bob is a registered tax preparer with the Internal Revenue Service. He started National Tax Service, Inc over 30 years ago and has completed thousands of tax returns for Tri-Cities clients for both businesses and individuals. Prior to forming National Tax Service, Inc he worked as a corporate accountant for Sandvik Special Metals. Having raised 10 children here, he has grown an appreciation for the Tri-Cities. At the end of 2016 he partnered with Burt Tax and Accounting to collectively provide greater resources for his clients.

Kimberly Cox Accountant

Kim received her associates in accounting from Boise State University in 2007 and a bachelors degree in accounting from Western Governors University in 2016. She has previously worked for Boise State University and for a private company as an accounting clerk. She manages bookkeeping and payroll for many of our construction clients along with other responsibilities. In her spare time she wrangles 3 wily kids.

Tammy Fryer Receptionist

Tammy's personality will put you at ease in about half a second after meeting her. She has worked in accounting offices for a number of years and is familiar with tax forms and deadlines. She is progressing through her bachelors degree while working and tending to kids at home.

Lori Markle, Accountant

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 in the past. 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. Through the remainder of 2017 she is on a full time service mission with her husband, Jeff, in Frankfurt, Germany.

Contact Us

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

(509) 582-2047

    H BurtBurt Tax & Accounting