Burkhalter & Burkhalter

Burkhalter & Burkhalter is an accounting and legal practice now presented as The Burkhalter Group. Its team includes a CPA and an attorney, and it helps clients with estate and financial planning, taxes and the running of their businesses.

What Burkhalter & Burkhalter offers

• Estate planning and elder care — guidance through the paperwork of planning an estate and caring for older relatives.
• Personal financial planning — one-to-one plans for retirement saving and funding children's education.
• Tax preparation and planning — returns and year-round planning for families and businesses.
• IRS problem resolution — audit representation, unfiled returns, back taxes, payroll tax issues, liens, levies, payment plans and offers in compromise.
• Business services — small business accounting, payroll, part-time CFO work, audits, cash flow and succession planning.
• Business formation — setting up new companies and supporting non-profit organisations.

Who it works with

The firm serves individuals, families and small businesses. One client quoted on its site is a dance studio whose books, payroll and taxes the firm handles.

Key facts

• Trading name: The Burkhalter Group
• Professions: CPA and attorney