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2023-10-29
199.60.103.106
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2024-09-15
199.60.103.6
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HTTP/1.1 200 OKDate: Sun, 15 Sep 2024 09:39:58 GMTContent-Type: text/html; charsetUTF-8Transfer-Encoding: chunkedConnection: keep-aliveCache-Control: s-maxage10800, max-age0Last-Modified: Mon, 09 Sep 2024 05:34:21 GMTLink: /hs/hsstatic/jquery-libs/static-1.4/jquery/jquery-1.11.2.js>; relpreload; asscript,/hs/hsstatic/keyboard-accessible-menu-flyouts/static-1.17/bundles/project.js>; relpreload; asscript,/hs/hsstatic/cos-i18n/static-1.53/bundles/project.js>; relpreload; asscript,/_hcms/forms/v2.js>; relpreload; asscriptStrict-Transport-Security: max-age31536000Content-Security-Policy: upgrade-insecure-requestsEdge-Cache-Tag: CT-131328851515,P-43571905,W-131330451018,CW-131255905864,CW-131255960618,CW-131255960635,CW-131255968334,E-131239898404,E-131253744812,E-131255905887,E-131255905915,E-131255960642,E-131255968406,MENU-131330451018,PGS-ALL,SW-0,GC-131330182417,TS-131255960728Referrer-Policy: no-referrer-when-downgradeX-HS-Cache-Config: BrowserCache-5s-EdgeCache-30sX-HS-Cache-Control: 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Advisors | Tax Planning & Tax Preparation Services/title> link relshortcut icon hrefhttps://burneytaxadvisors.com/hubfs/icon_burney_tax.png> meta namemsvalidate.01 contentA9AC06BC06BB4864386B7634095AD263> meta namedescription contentElevate your tax experience with strategic tax planning, collaboration between your advisory and tax teams and a seamless tax preparation process.> !-- Google Tag Manager -->script>(function(w,d,s,l,i){wlwl||;wl.push({‘gtm.start’:new Date().getTime(),event:‘gtm.js’});var fd.getElementsByTagName(s)0,jd.createElement(s),dll!‘dataLayer’?‘&l‘+l:‘’;j.asynctrue;j.src’https://www.googletagmanager.com/gtm.js?id+i+dl;f.parentNode.insertBefore(j,f);})(window,document,‘script’,‘dataLayer’,‘GTM-PRNS3FQ’);/script>!-- End Google Tag Manager --> link relstylesheet hrefhttps://burneytaxadvisors.com/hs-fs/hub/43571905/hub_generated/template_assets/131255905887/1696264435255/burneytax/Coded_Files/bwm-style.min.css> meta nameviewport contentwidthdevice-width, initial-scale1> meta propertyog:description contentElevate your tax experience with strategic tax planning, collaboration between your advisory and tax teams and a seamless tax preparation process.> meta propertyog:title contentBurney Tax Advisors | Tax Planning & Tax Preparation Services> meta nametwitter:description contentElevate your tax experience with strategic tax planning, collaboration between your advisory and tax teams and a seamless tax preparation process.> meta nametwitter:title contentBurney Tax Advisors | Tax Planning & Tax Preparation Services> style>a.cta_button{-moz-box-sizing:content-box !important;-webkit-box-sizing:content-box !important;box-sizing:content-box !important;vertical-align:middle}.hs-breadcrumb-menu{list-style-type:none;margin:0px 0px 0px 0px;padding:0px 0px 0px 0px}.hs-breadcrumb-menu-item{float:left;padding:10px 0px 10px 10px}.hs-breadcrumb-menu-divider:before{content:›;padding-left:10px}.hs-featured-image-link{border:0}.hs-featured-image{float:right;margin:0 0 20px 20px;max-width:50%}@media (max-width: 568px){.hs-featured-image{float:none;margin:0;width:100%;max-width:100%}}.hs-screen-reader-text{clip:rect(1px, 1px, 1px, 1px);height:1px;overflow:hidden;position:absolute !important;width:1px}/style> link relcanonical hrefhttps://burneytaxadvisors.com>meta propertyog:url contenthttps://burneytaxadvisors.com>meta nametwitter:card contentsummary>meta http-equivcontent-language contenten> meta namegenerator contentHubSpot>/head> body classregular> noscript>iframe src“https://www.googletagmanager.com/ns.html?idGTM-PRNS3FQ” height“0" width“0” style“display:none;visibility:hidden”>/iframe>/noscript> div classbody-wrapper hs-content-id-131328851515 hs-site-page page > div data-global-resource-pathburneytax/templates/partials/header.html>div classheader-container-wrapper>a href#main-content classheader__skip>Skip to content/a> div classflexer header-container> div classlogo-wrap> span idhs_cos_wrapper_ classhs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_logo style data-hs-cos-general-typewidget data-hs-cos-typelogo>a href//burneytaxadvisors.com?hsLangen idhs-link- styleborder-width:0px;border:0px;>img srchttps://burneytaxadvisors.com/hubfs/logo_tax.svg classhs-image-widget height0 styleheight: auto;width:0px;border-width:0px;border:0px; width0 altBurney Tax Advisors logo titleBurney Tax Advisors logo>/a>/span> /div> div classmenu-wrap custom-menu-primary> span idhs_cos_wrapper_main_menu classhs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_menu style data-hs-cos-general-typewidget data-hs-cos-typemenu>div idhs_menu_wrapper_main_menu classhs-menu-wrapper active-branch flyouts hs-menu-flow-horizontal rolenavigation data-sitemap-nameMain Menu data-menu-id131330451018 aria-labelNavigation Menu> ul rolemenu classactive-branch> li classhs-menu-item hs-menu-depth-1 active active-branch rolenone>a hrefhttps://burneytaxadvisors.com rolemenuitem>Home/a>/li> li classhs-menu-item hs-menu-depth-1 rolenone>a hrefhttps://burneywealth.com/ rolemenuitem target_blank relnoopener>Burney Wealth Management/a>/li> li classhs-menu-item hs-menu-depth-1 active active-branch rolenone>a hrefhttps://burneytaxadvisors.com#our-approach rolemenuitem>Our Approach/a>/li> li classhs-menu-item hs-menu-depth-1 active active-branch rolenone>a hrefhttps://burneytaxadvisors.com#our-process rolemenuitem>Our Process/a>/li> li classhs-menu-item hs-menu-depth-1 rolenone>a hrefhttps://burneytaxadvisors.com/blog rolemenuitem>Blog/a>/li> li classhs-menu-item hs-menu-depth-1 rolenone>a hrefhttps://burneytaxadvisors.clientportal.com/#/login rolemenuitem>Client Login/a>/li> li classhs-menu-item hs-menu-depth-1 rolenone>a hrefhttps://43571905.hs-sites.com/#tax-form rolemenuitem>span classnavbtn>Get Started/span>/a>/li> /ul>/div>/span> /div> /div>/div>/div> main idmain-content classbody-container-wrapper> div classbody-container> div idhs_cos_wrapper_module_16920209316249 classhs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_module style data-hs-cos-general-typewidget data-hs-cos-typemodule>section classhero home stylebackground: url(https://burneytaxadvisors.com/hubfs/Theme/hero_tax_advisors2.jpg);> div classpage-center hc> div classcopy-hold lefty> h1>Elevate Your Tax Experience/h1>h4>Navigate tax season confidently with strategic tax planning and seamless preparation/h4>p>a classbtn yellow href#tax-form>Get Started/a>/p> div classcta-hold> span idhs_cos_wrapper_module_16920209316249_ classhs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_cta style data-hs-cos-general-typewidget data-hs-cos-typecta>/span> /div> /div> /div>/section>/div> div idour-approach classanchor>/div> div idhs_cos_wrapper_module_169202137165313 classhs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_module style data-hs-cos-general-typewidget data-hs-cos-typemodule>div classside-tabber pad-s0 > div classpage-center> div classtabs-title above> h2>idapproach>The Burney Tax Advisors Approach/idapproach>/h2> /div> div classflexer side-side-tabs > div classtabber-tabs> ul classtablist> li classactive>a classflexer> div classicon> span idhs_cos_wrapper_module_169202137165313_ classhs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_icon style data-hs-cos-general-typewidget data-hs-cos-typeicon>svg version1.0 xmlnshttp://www.w3.org/2000/svg viewbox0 0 512 512 aria-hiddentrue>g idAlternate Arrow Circle Up1_layer>path dM8 256C8 119 119 8 256 8s248 111 248 248-111 248-248 248S8 393 8 256zm292 116V256h70.9c10.7 0 16.1-13 8.5-20.5L264.5 121.2c-4.7-4.7-12.2-4.7-16.9 0l-115 114.3c-7.6 7.6-2.2 20.5 8.5 20.5H212v116c0 6.6 5.4 12 12 12h64c6.6 0 12-5.4 12-12z />/g>/svg>/span> /div> div classtitle> h3>div idhs_cos_wrapper_module_169202137165313_ classhs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_inline_text style data-hs-cos-general-typewidget data-hs-cos-typeinline_text data-hs-cos-fieldtitle_link>Proactive tax planning/div>/h3> p> /p> /div> /a>/li> li class>a classflexer> div classicon> span idhs_cos_wrapper_module_169202137165313_ classhs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_icon style data-hs-cos-general-typewidget data-hs-cos-typeicon>svg version1.0 xmlnshttp://www.w3.org/2000/svg viewbox0 0 512 512 aria-hiddentrue>g idAlternate Arrow Circle Up2_layer>path dM8 256C8 119 119 8 256 8s248 111 248 248-111 248-248 248S8 393 8 256zm292 116V256h70.9c10.7 0 16.1-13 8.5-20.5L264.5 121.2c-4.7-4.7-12.2-4.7-16.9 0l-115 114.3c-7.6 7.6-2.2 20.5 8.5 20.5H212v116c0 6.6 5.4 12 12 12h64c6.6 0 12-5.4 12-12z />/g>/svg>/span> /div> div classtitle> h3>div idhs_cos_wrapper_module_169202137165313_ classhs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_inline_text style data-hs-cos-general-typewidget data-hs-cos-typeinline_text data-hs-cos-fieldtitle_link>A seamless tax preparation process/div>/h3> p> /p> /div> /a>/li> li class>a classflexer> div classicon> span idhs_cos_wrapper_module_169202137165313_ classhs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_icon style data-hs-cos-general-typewidget data-hs-cos-typeicon>svg version1.0 xmlnshttp://www.w3.org/2000/svg viewbox0 0 512 512 aria-hiddentrue>g idAlternate Arrow Circle Up3_layer>path dM8 256C8 119 119 8 256 8s248 111 248 248-111 248-248 248S8 393 8 256zm292 116V256h70.9c10.7 0 16.1-13 8.5-20.5L264.5 121.2c-4.7-4.7-12.2-4.7-16.9 0l-115 114.3c-7.6 7.6-2.2 20.5 8.5 20.5H212v116c0 6.6 5.4 12 12 12h64c6.6 0 12-5.4 12-12z />/g>/svg>/span> /div> div classtitle> h3>div idhs_cos_wrapper_module_169202137165313_ classhs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_inline_text style data-hs-cos-general-typewidget data-hs-cos-typeinline_text data-hs-cos-fieldtitle_link>Cohesion between tax & financial advisory teams/div>/h3> p> /p> /div> /a>/li> li class>a classflexer> div classicon> span idhs_cos_wrapper_module_169202137165313_ classhs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_icon style data-hs-cos-general-typewidget data-hs-cos-typeicon>svg version1.0 xmlnshttp://www.w3.org/2000/svg viewbox0 0 512 512 aria-hiddentrue>g idAlternate Arrow Circle Up4_layer>path dM8 256C8 119 119 8 256 8s248 111 248 248-111 248-248 248S8 393 8 256zm292 116V256h70.9c10.7 0 16.1-13 8.5-20.5L264.5 121.2c-4.7-4.7-12.2-4.7-16.9 0l-115 114.3c-7.6 7.6-2.2 20.5 8.5 20.5H212v116c0 6.6 5.4 12 12 12h64c6.6 0 12-5.4 12-12z />/g>/svg>/span> /div> div classtitle> h3>div idhs_cos_wrapper_module_169202137165313_ classhs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_inline_text style data-hs-cos-general-typewidget data-hs-cos-typeinline_text data-hs-cos-fieldtitle_link>Working with a true tax expert/div>/h3> p> /p> /div> /a>/li> li class>a classflexer> div classicon> span idhs_cos_wrapper_module_169202137165313_ classhs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_icon style data-hs-cos-general-typewidget data-hs-cos-typeicon>svg version1.0 xmlnshttp://www.w3.org/2000/svg viewbox0 0 512 512 aria-hiddentrue>g idAlternate Arrow Circle Up5_layer>path dM8 256C8 119 119 8 256 8s248 111 248 248-111 248-248 248S8 393 8 256zm292 116V256h70.9c10.7 0 16.1-13 8.5-20.5L264.5 121.2c-4.7-4.7-12.2-4.7-16.9 0l-115 114.3c-7.6 7.6-2.2 20.5 8.5 20.5H212v116c0 6.6 5.4 12 12 12h64c6.6 0 12-5.4 12-12z />/g>/svg>/span> /div> div classtitle> h3>div idhs_cos_wrapper_module_169202137165313_ classhs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_inline_text style data-hs-cos-general-typewidget data-hs-cos-typeinline_text data-hs-cos-fieldtitle_link>Proactive & responsive communication/div>/h3> p> /p> /div> /a>/li> li class>a classflexer> div classicon> span idhs_cos_wrapper_module_169202137165313_ classhs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_icon style data-hs-cos-general-typewidget data-hs-cos-typeicon>svg version1.0 xmlnshttp://www.w3.org/2000/svg viewbox0 0 512 512 aria-hiddentrue>g idAlternate Arrow Circle Up6_layer>path dM8 256C8 119 119 8 256 8s248 111 248 248-111 248-248 248S8 393 8 256zm292 116V256h70.9c10.7 0 16.1-13 8.5-20.5L264.5 121.2c-4.7-4.7-12.2-4.7-16.9 0l-115 114.3c-7.6 7.6-2.2 20.5 8.5 20.5H212v116c0 6.6 5.4 12 12 12h64c6.6 0 12-5.4 12-12z />/g>/svg>/span> /div> div classtitle> h3>div idhs_cos_wrapper_module_169202137165313_ classhs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_inline_text style data-hs-cos-general-typewidget data-hs-cos-typeinline_text data-hs-cos-fieldtitle_link>Tax resolution services/div>/h3> p> /p> /div> /a>/li> span>/span> /ul> /div> div classtabber-content> div classpanes-wrap> div classdesk-tabs> div classtab-pane active> h3>Proactive tax planning/h3> p>img srchttps://burneytaxadvisors.com/hs-fs/hubfs/Theme/tax_planning2.jpg?width600&height400&nametax_planning2.jpg width600 height400 loadinglazy alttax_planning2 styleheight: auto; max-width: 100%; width: 600px; srcsethttps://burneytaxadvisors.com/hs-fs/hubfs/Theme/tax_planning2.jpg?width300&height200&nametax_planning2.jpg 300w, https://burneytaxadvisors.com/hs-fs/hubfs/Theme/tax_planning2.jpg?width600&height400&nametax_planning2.jpg 600w, https://burneytaxadvisors.com/hs-fs/hubfs/Theme/tax_planning2.jpg?width900&height600&nametax_planning2.jpg 900w, https://burneytaxadvisors.com/hs-fs/hubfs/Theme/tax_planning2.jpg?width1200&height800&nametax_planning2.jpg 1200w, https://burneytaxadvisors.com/hs-fs/hubfs/Theme/tax_planning2.jpg?width1500&height1000&nametax_planning2.jpg 1500w, https://burneytaxadvisors.com/hs-fs/hubfs/Theme/tax_planning2.jpg?width1800&height1200&nametax_planning2.jpg 1800w sizes(max-width: 600px) 100vw, 600px>/p>p>Align your tax management with your broader financial objectives./p>p>Instead of simply reacting to tax-related events as they occur, your team anticipates and strategically addresses potential tax scenarios before they happen./p> /div> div classtab-pane > h3>A seamless tax preparation process/h3> p>img srchttps://burneytaxadvisors.com/hs-fs/hubfs/Theme/tax_preparation.jpg?width600&height400&nametax_preparation.jpg width600 height400 loadinglazy alttax_preparation styleheight: auto; max-width: 100%; width: 600px; srcsethttps://burneytaxadvisors.com/hs-fs/hubfs/Theme/tax_preparation.jpg?width300&height200&nametax_preparation.jpg 300w, https://burneytaxadvisors.com/hs-fs/hubfs/Theme/tax_preparation.jpg?width600&height400&nametax_preparation.jpg 600w, https://burneytaxadvisors.com/hs-fs/hubfs/Theme/tax_preparation.jpg?width900&height600&nametax_preparation.jpg 900w, https://burneytaxadvisors.com/hs-fs/hubfs/Theme/tax_preparation.jpg?width1200&height800&nametax_preparation.jpg 1200w, https://burneytaxadvisors.com/hs-fs/hubfs/Theme/tax_preparation.jpg?width1500&height1000&nametax_preparation.jpg 1500w, https://burneytaxadvisors.com/hs-fs/hubfs/Theme/tax_preparation.jpg?width1800&height1200&nametax_preparation.jpg 1800w sizes(max-width: 600px) 100vw, 600px>/p>p>From the simplified, flat-fee structure to our optimized document management workflows, weve worked to streamline the tax preparation process for clients./p> /div> div classtab-pane > h3>Cohesion between tax & financial advisory teams/h3> p>img srchttps://burneytaxadvisors.com/hs-fs/hubfs/Theme/tax_cohesion.jpg?width600&height400&nametax_cohesion.jpg width600 height400 loadinglazy alttax_cohesion styleheight: auto; max-width: 100%; width: 600px; srcsethttps://burneytaxadvisors.com/hs-fs/hubfs/Theme/tax_cohesion.jpg?width300&height200&nametax_cohesion.jpg 300w, https://burneytaxadvisors.com/hs-fs/hubfs/Theme/tax_cohesion.jpg?width600&height400&nametax_cohesion.jpg 600w, https://burneytaxadvisors.com/hs-fs/hubfs/Theme/tax_cohesion.jpg?width900&height600&nametax_cohesion.jpg 900w, https://burneytaxadvisors.com/hs-fs/hubfs/Theme/tax_cohesion.jpg?width1200&height800&nametax_cohesion.jpg 1200w, https://burneytaxadvisors.com/hs-fs/hubfs/Theme/tax_cohesion.jpg?width1500&height1000&nametax_cohesion.jpg 1500w, https://burneytaxadvisors.com/hs-fs/hubfs/Theme/tax_cohesion.jpg?width1800&height1200&nametax_cohesion.jpg 1800w sizes(max-width: 600px) 100vw, 600px>/p>p>Enjoy continuity and regular communication between your tax advisor and your financial advisory team./p>p>With both your tax and financial advisors involved in the same meetings, your tax planning strategy will complement your overall financial planning objectives./p> /div> div classtab-pane > h3>Working with a true tax expert/h3> p>img srchttps://burneytaxadvisors.com/hs-fs/hubfs/Theme/tax_expert.jpg?width600&height400&nametax_expert.jpg width600 height400 loadinglazy alttax_expert styleheight: auto; max-width: 100%; width: 600px; srcsethttps://burneytaxadvisors.com/hs-fs/hubfs/Theme/tax_expert.jpg?width300&height200&nametax_expert.jpg 300w, https://burneytaxadvisors.com/hs-fs/hubfs/Theme/tax_expert.jpg?width600&height400&nametax_expert.jpg 600w, https://burneytaxadvisors.com/hs-fs/hubfs/Theme/tax_expert.jpg?width900&height600&nametax_expert.jpg 900w, https://burneytaxadvisors.com/hs-fs/hubfs/Theme/tax_expert.jpg?width1200&height800&nametax_expert.jpg 1200w, https://burneytaxadvisors.com/hs-fs/hubfs/Theme/tax_expert.jpg?width1500&height1000&nametax_expert.jpg 1500w, https://burneytaxadvisors.com/hs-fs/hubfs/Theme/tax_expert.jpg?width1800&height1200&nametax_expert.jpg 1800w sizes(max-width: 600px) 100vw, 600px>/p>Our team brings together years of experience and education, helping us uncover deductions, credits, or tax strategies with the aim of putting you in the best possible position to achieve your financial goals. /div> div classtab-pane > h3>Proactive & responsive communication/h3> p>img srchttps://burneytaxadvisors.com/hs-fs/hubfs/Theme/tax_communication.jpg?width600&height400&nametax_communication.jpg width600 height400 loadinglazy alttax_communication styleheight: auto; max-width: 100%; width: 600px; srcsethttps://burneytaxadvisors.com/hs-fs/hubfs/Theme/tax_communication.jpg?width300&height200&nametax_communication.jpg 300w, https://burneytaxadvisors.com/hs-fs/hubfs/Theme/tax_communication.jpg?width600&height400&nametax_communication.jpg 600w, https://burneytaxadvisors.com/hs-fs/hubfs/Theme/tax_communication.jpg?width900&height600&nametax_communication.jpg 900w, https://burneytaxadvisors.com/hs-fs/hubfs/Theme/tax_communication.jpg?width1200&height800&nametax_communication.jpg 1200w, https://burneytaxadvisors.com/hs-fs/hubfs/Theme/tax_communication.jpg?width1500&height1000&nametax_communication.jpg 1500w, https://burneytaxadvisors.com/hs-fs/hubfs/Theme/tax_communication.jpg?width1800&height1200&nametax_communication.jpg 1800w sizes(max-width: 600px) 100vw, 600px>/p>p>Even during the busy tax season, Burney Tax Advisors is committed to exceptional client communication./p>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 youre never left in the dark. /div> div classtab-pane > h3>Tax resolution services/h3> p>img srchttps://burneytaxadvisors.com/hs-fs/hubfs/Theme/tax_resolution.jpg?width600&height400&nametax_resolution.jpg width600 height400 loadinglazy alttax_resolution styleheight: auto; max-width: 100%; width: 600px; srcsethttps://burneytaxadvisors.com/hs-fs/hubfs/Theme/tax_resolution.jpg?width300&height200&nametax_resolution.jpg 300w, https://burneytaxadvisors.com/hs-fs/hubfs/Theme/tax_resolution.jpg?width600&height400&nametax_resolution.jpg 600w, https://burneytaxadvisors.com/hs-fs/hubfs/Theme/tax_resolution.jpg?width900&height600&nametax_resolution.jpg 900w, https://burneytaxadvisors.com/hs-fs/hubfs/Theme/tax_resolution.jpg?width1200&height800&nametax_resolution.jpg 1200w, https://burneytaxadvisors.com/hs-fs/hubfs/Theme/tax_resolution.jpg?width1500&height1000&nametax_resolution.jpg 1500w, https://burneytaxadvisors.com/hs-fs/hubfs/Theme/tax_resolution.jpg?width1800&height1200&nametax_resolution.jpg 1800w sizes(max-width: 600px) 100vw, 600px>/p>p>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./p> /div> /div> div classmobile-tabs> div classaccordion> div classaccordion_group> div classflexer accordion_header> h3>Proactive tax planning/h3>span classaccordion_icon>img srchttps://20453469.fs1.hubspotusercontent-na1.net/hubfs/20453469/Theme/circle_right.svg>/span>/div> div classaccordion_content> p> /p> p>img srchttps://burneytaxadvisors.com/hs-fs/hubfs/Theme/tax_planning2.jpg?width600&height400&nametax_planning2.jpg width600 height400 loadinglazy alttax_planning2 styleheight: auto; max-width: 100%; width: 600px; srcsethttps://burneytaxadvisors.com/hs-fs/hubfs/Theme/tax_planning2.jpg?width300&height200&nametax_planning2.jpg 300w, https://burneytaxadvisors.com/hs-fs/hubfs/Theme/tax_planning2.jpg?width600&height400&nametax_planning2.jpg 600w, https://burneytaxadvisors.com/hs-fs/hubfs/Theme/tax_planning2.jpg?width900&height600&nametax_planning2.jpg 900w, https://burneytaxadvisors.com/hs-fs/hubfs/Theme/tax_planning2.jpg?width1200&height800&nametax_planning2.jpg 1200w, https://burneytaxadvisors.com/hs-fs/hubfs/Theme/tax_planning2.jpg?width1500&height1000&nametax_planning2.jpg 1500w, https://burneytaxadvisors.com/hs-fs/hubfs/Theme/tax_planning2.jpg?width1800&height1200&nametax_planning2.jpg 1800w sizes(max-width: 600px) 100vw, 600px>/p>p>Align your tax management with your broader financial objectives./p>p>Instead of simply reacting to tax-related events as they occur, your team anticipates and strategically addresses potential tax scenarios before they happen./p> /div> /div> /div> div classaccordion> div classaccordion_group> div classflexer accordion_header> h3>A seamless tax preparation process/h3>span classaccordion_icon>img srchttps://20453469.fs1.hubspotusercontent-na1.net/hubfs/20453469/Theme/circle_right.svg>/span>/div> div classaccordion_content> p> /p> p>img srchttps://burneytaxadvisors.com/hs-fs/hubfs/Theme/tax_preparation.jpg?width600&height400&nametax_preparation.jpg width600 height400 loadinglazy alttax_preparation styleheight: auto; max-width: 100%; width: 600px; srcsethttps://burneytaxadvisors.com/hs-fs/hubfs/Theme/tax_preparation.jpg?width300&height200&nametax_preparation.jpg 300w, https://burneytaxadvisors.com/hs-fs/hubfs/Theme/tax_preparation.jpg?width600&height400&nametax_preparation.jpg 600w, https://burneytaxadvisors.com/hs-fs/hubfs/Theme/tax_preparation.jpg?width900&height600&nametax_preparation.jpg 900w, https://burneytaxadvisors.com/hs-fs/hubfs/Theme/tax_preparation.jpg?width1200&height800&nametax_preparation.jpg 1200w, https://burneytaxadvisors.com/hs-fs/hubfs/Theme/tax_preparation.jpg?width1500&height1000&nametax_preparation.jpg 1500w, https://burneytaxadvisors.com/hs-fs/hubfs/Theme/tax_preparation.jpg?width1800&height1200&nametax_preparation.jpg 1800w sizes(max-width: 600px) 100vw, 600px>/p>p>From the simplified, flat-fee structure to our optimized document management workflows, weve worked to streamline the tax preparation process for clients./p> /div> /div> /div> div classaccordion> div classaccordion_group> div classflexer accordion_header> h3>Cohesion between tax & financial advisory teams/h3>span classaccordion_icon>img srchttps://20453469.fs1.hubspotusercontent-na1.net/hubfs/20453469/Theme/circle_right.svg>/span>/div> div classaccordion_content> p> /p> p>img srchttps://burneytaxadvisors.com/hs-fs/hubfs/Theme/tax_cohesion.jpg?width600&height400&nametax_cohesion.jpg width600 height400 loadinglazy alttax_cohesion styleheight: auto; max-width: 100%; width: 600px; srcsethttps://burneytaxadvisors.com/hs-fs/hubfs/Theme/tax_cohesion.jpg?width300&height200&nametax_cohesion.jpg 300w, https://burneytaxadvisors.com/hs-fs/hubfs/Theme/tax_cohesion.jpg?width600&height400&nametax_cohesion.jpg 600w, https://burneytaxadvisors.com/hs-fs/hubfs/Theme/tax_cohesion.jpg?width900&height600&nametax_cohesion.jpg 900w, https://burneytaxadvisors.com/hs-fs/hubfs/Theme/tax_cohesion.jpg?width1200&height800&nametax_cohesion.jpg 1200w, https://burneytaxadvisors.com/hs-fs/hubfs/Theme/tax_cohesion.jpg?width1500&height1000&nametax_cohesion.jpg 1500w, https://burneytaxadvisors.com/hs-fs/hubfs/Theme/tax_cohesion.jpg?width1800&height1200&nametax_cohesion.jpg 1800w sizes(max-width: 600px) 100vw, 600px>/p>p>Enjoy continuity and regular communication between your tax advisor and your financial advisory team./p>p>With both your tax and financial advisors involved in the same meetings, your tax planning strategy will complement your overall financial planning objectives./p> /div> /div> /div> div classaccordion> div classaccordion_group> div classflexer accordion_header> h3>Working with a true tax expert/h3>span classaccordion_icon>img srchttps://20453469.fs1.hubspotusercontent-na1.net/hubfs/20453469/Theme/circle_right.svg>/span>/div> div classaccordion_content> p> /p> p>img srchttps://burneytaxadvisors.com/hs-fs/hubfs/Theme/tax_expert.jpg?width600&height400&nametax_expert.jpg width600 height400 loadinglazy alttax_expert styleheight: auto; max-width: 100%; width: 600px; srcsethttps://burneytaxadvisors.com/hs-fs/hubfs/Theme/tax_expert.jpg?width300&height200&nametax_expert.jpg 300w, https://burneytaxadvisors.com/hs-fs/hubfs/Theme/tax_expert.jpg?width600&height400&nametax_expert.jpg 600w, https://burneytaxadvisors.com/hs-fs/hubfs/Theme/tax_expert.jpg?width900&height600&nametax_expert.jpg 900w, https://burneytaxadvisors.com/hs-fs/hubfs/Theme/tax_expert.jpg?width1200&height800&nametax_expert.jpg 1200w, https://burneytaxadvisors.com/hs-fs/hubfs/Theme/tax_expert.jpg?width1500&height1000&nametax_expert.jpg 1500w, https://burneytaxadvisors.com/hs-fs/hubfs/Theme/tax_expert.jpg?width1800&height1200&nametax_expert.jpg 1800w sizes(max-width: 600px) 100vw, 600px>/p>Our team brings together years of experience and education, helping us uncover deductions, credits, or tax strategies with the aim of putting you in the best possible position to achieve your financial goals. /div> /div> /div> div classaccordion> div classaccordion_group> div classflexer accordion_header> h3>Proactive & responsive communication/h3>span classaccordion_icon>img srchttps://20453469.fs1.hubspotusercontent-na1.net/hubfs/20453469/Theme/circle_right.svg>/span>/div> div classaccordion_content> p> /p> p>img srchttps://burneytaxadvisors.com/hs-fs/hubfs/Theme/tax_communication.jpg?width600&height400&nametax_communication.jpg width600 height400 loadinglazy alttax_communication styleheight: auto; max-width: 100%; width: 600px; srcsethttps://burneytaxadvisors.com/hs-fs/hubfs/Theme/tax_communication.jpg?width300&height200&nametax_communication.jpg 300w, https://burneytaxadvisors.com/hs-fs/hubfs/Theme/tax_communication.jpg?width600&height400&nametax_communication.jpg 600w, https://burneytaxadvisors.com/hs-fs/hubfs/Theme/tax_communication.jpg?width900&height600&nametax_communication.jpg 900w, https://burneytaxadvisors.com/hs-fs/hubfs/Theme/tax_communication.jpg?width1200&height800&nametax_communication.jpg 1200w, https://burneytaxadvisors.com/hs-fs/hubfs/Theme/tax_communication.jpg?width1500&height1000&nametax_communication.jpg 1500w, https://burneytaxadvisors.com/hs-fs/hubfs/Theme/tax_communication.jpg?width1800&height1200&nametax_communication.jpg 1800w sizes(max-width: 600px) 100vw, 600px>/p>p>Even during the busy tax season, Burney Tax Advisors is committed to exceptional client communication./p>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 youre never left in the dark. /div> /div> /div> div classaccordion> div classaccordion_group> div classflexer accordion_header> h3>Tax resolution services/h3>span classaccordion_icon>img srchttps://20453469.fs1.hubspotusercontent-na1.net/hubfs/20453469/Theme/circle_right.svg>/span>/div> div classaccordion_content> p> /p> p>img srchttps://burneytaxadvisors.com/hs-fs/hubfs/Theme/tax_resolution.jpg?width600&height400&nametax_resolution.jpg width600 height400 loadinglazy alttax_resolution styleheight: auto; max-width: 100%; width: 600px; srcsethttps://burneytaxadvisors.com/hs-fs/hubfs/Theme/tax_resolution.jpg?width300&height200&nametax_resolution.jpg 300w, https://burneytaxadvisors.com/hs-fs/hubfs/Theme/tax_resolution.jpg?width600&height400&nametax_resolution.jpg 600w, https://burneytaxadvisors.com/hs-fs/hubfs/Theme/tax_resolution.jpg?width900&height600&nametax_resolution.jpg 900w, https://burneytaxadvisors.com/hs-fs/hubfs/Theme/tax_resolution.jpg?width1200&height800&nametax_resolution.jpg 1200w, https://burneytaxadvisors.com/hs-fs/hubfs/Theme/tax_resolution.jpg?width1500&height1000&nametax_resolution.jpg 1500w, https://burneytaxadvisors.com/hs-fs/hubfs/Theme/tax_resolution.jpg?width1800&height1200&nametax_resolution.jpg 1800w sizes(max-width: 600px) 100vw, 600px>/p>p>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./p> /div> /div> /div> /div> /div> /div> /div> /div> /div> /div> div idour-process classanchor>/div> div class pad-l0> div idhs_cos_wrapper_module_169202429177530 classhs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_module style data-hs-cos-general-typewidget data-hs-cos-typemodule>section classprocess-blocks bkgd-dkblue pad-sl> div classpage-center> div classintro> h2>Heres Our Process/h2> /div> /div> div classflexer steps-wrap desk page-center narrow> div classleft-side> div classstep one> div classnumber> 1 /div> div classcontent> h3>Tax Discovery Meeting/h3>p>Tell us about your tax situation. We listen and seek to understand your unique circumstances./p> /div> /div> div classstep three> div classnumber> 3 /div> div classcontent> h3>New Client Onboarding/h3>p>We prepare for tax time, making your life easier by executing the plan for a better tax experience./p> /div> /div> div classdots-hold> img srchttps://burneytaxadvisors.com/hubfs/Theme/dots.svg> /div> /div> div classright-side> div classstep two> div classnumber> 2 /div> div classcontent> h3>Custom Tax Analysis/h3>p>Your situation is unique. Even before becoming a client, we present you with a custom tax plan tailored to your goals./p> /div> /div> div classstep four> div classnumber> 4 i classfas fa-arrow-right>/i> /div> div classcontent> h3>Dedicated Tax Team/h3>p>Your success is our priority. We’ll collaborate with you and your financial advisor throughout the year to plan and minimize tax liabilities./p> /div> /div> /div> /div> div classflexer steps-wrap mobile page-center narrow> div classstep one> div classnumber> 1 /div> div classcontent> h3>Tax Discovery Meeting/h3>p>Tell us about your tax situation. We listen and seek to understand your unique circumstances./p> /div> /div> div classstep two> div classnumber> 2 /div> div classcontent> h3>Custom Tax Analysis/h3>p>Your situation is unique. Even before becoming a client, we present you with a custom tax plan tailored to your goals./p> /div> /div> div classstep three> div classnumber> 3 /div> div classcontent> h3>New Client Onboarding/h3>p>We prepare for tax time, making your life easier by executing the plan for a better tax experience./p> /div> /div> div classstep four> div classnumber> 4 i classfas fa-arrow-right>/i> /div> div classcontent> h3>Dedicated Tax Team/h3>p>Your success is our priority. We’ll collaborate with you and your financial advisor throughout the year to plan and minimize tax liabilities./p> /div> /div> /div>/section>/div> /div> div idtax-form> div idhs_cos_wrapper_module_169202748352344 classhs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_module style data-hs-cos-general-typewidget data-hs-cos-typemodule>section classflexer contact-block> div class flexer left bkgd-green> div classflexer col copy-hold> div classtext-1> h2>Ready to elevate your tax experience?/h2>h4>Fill out this form to set up your discovery meeting./h4> /div> /div> /div> div classright bkgd-tan> div classcopy-hold> span idhs_cos_wrapper_module_169202748352344_ classhs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_form style data-hs-cos-general-typewidget data-hs-cos-typeform>h3 idhs_cos_wrapper_form_529201694_title classhs_cos_wrapper form-title data-hs-cos-general-typewidget_field data-hs-cos-typetext>/h3>div idhs_form_target_form_529201694>/div>/span> /div> /div>/section>/div> /div> /div> /main> div data-global-resource-pathburneytax/templates/partials/footer.html>div classfooter-container-wrapper> div classfooter-top-wrapper pad-ls> div classpage-center> div classflexer footer-top> div classft-left> img srchttps://burneytaxadvisors.com/hubfs/logo_white_tax.svg> /div> div classft-right> div classsubscribe> /div> div classflexer link-lists> div classlist one> /div> div classlist two> /div> div classlist three> /div> /div> /div> /div> /div> /div> div classfooter-bottom-wrapper pad-s> div classpage-center> div classfooter-bottom> div classflexer locations> div classflexer locations-hold> div classlocation one> p> strong>Headquarters/strong> /p> p> 1800 Alexander Bell Dr.br>STE 510br>Reston, VA 20191 /p> /div> div classlocation two> p> strong> Nashville/strong> /p> p> 4235 Hillsboro Pikebr>#300br>Nashville, TN 37215 /p> /div> /div> /div> div classcopyright> /div> /div> /div> /div> /div>/div> /div> script src/hs/hsstatic/jquery-libs/static-1.4/jquery/jquery-1.11.2.js>/script>script>hsjQuery windowjQuery;/script>!-- HubSpot performance collection script -->script defer srchttps://static.hsappstatic.net/content-cwv-embed/static-1.971/embed.js>/script>script srchttps://burneytaxadvisors.com/hs-fs/hub/43571905/hub_generated/template_assets/131255960642/1692734444067/burneytax/Coded_Files/bwm-main.min.js>/script>script src/hs/hsstatic/keyboard-accessible-menu-flyouts/static-1.17/bundles/project.js>/script>script>var hsVars hsVars || {}; hsVarslanguage en;/script>script src/hs/hsstatic/cos-i18n/static-1.53/bundles/project.js>/script>script srchttps://burneytaxadvisors.com/hs-fs/hub/43571905/hub_generated/module_assets/131255905864/1692734429564/module_131255905864_Side_Tabber.min.js>/script> !--if lte IE 8> script charsetutf-8 srchttps://js.hsforms.net/forms/v2-legacy.js>/script> !endif-->script data-hs-allowedtrue src/_hcms/forms/v2.js>/script> script data-hs-allowedtrue> var options { portalId: 43571905, formId: 5e398fce-3b94-4c9b-8585-cd8a7cb8d140, formInstanceId: 4238, pageId: 131328851515, region: na1, pageName: Burney Tax Advisors | Tax Planning & Tax Preparation Services, inlineMessage: p>Thanks for submitting the form. 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