My Background
I have a Bachelor's Degree in Accounting and a Master's Degree in Business Administration (MBA). I am also a Certified Management Accountant (CMA). After a brief stint with the IRS right out of school, I spent 30 years working in the healthcare industry as an finance executive. I did part-time consulting for a few more years and then decided to "retire" and work as a seasonal tax professional for a national company. The goal was to keep myself active and do something with my time and experience that might help people. Now I've decided to go out on my own, so I started my own business.
The Burdette Financial Services Difference
After five years with one of the big national tax companies, I felt a calling to offer a more personalized and affordable service. That's why I established Burdette Financial Services in the summer of 2025. Building upon a foundation of years of formal education and financial management experience, I'm excited to dedicate myself to preparing your tax returns with precision and care.
My ideal client
Burdette Financial Services is dedicated to serving individuals and small businesses seeking a trustworthy partner for accurate and thoughtful accounting and tax preparation. Whether you are tech savvy or like to do things the old-fashioned way, I adapt data and document collection methods to suit your preferences. I offer consultations via telephone, Zoom, or in person, based on your unique needs and objectives.
Standing out in Port Saint Lucie
My mission is simple: to deliver personal and professional tax and accounting services to a select group of clients at a reasonable price. Unlike larger firms, I aim to maintain a manageable practice, ensuring every client receives the personal attention and expertise they deserve. Your financial well-being is my priority.
"Burdette Financial Services has been a game-changer for my small business. Kathy's expertise and personalized service has made a world of difference."
A Satisfied Client