Tax services for you

Burdette Financial Services offers professional tax planning and preparation services tailored to your unique needs. Whether you're an individual, a family, or a small business, I'm here to help you navigate the complexities of the tax system.

Tax Services

I have completed the 2026 Annual Filing Season Program (AFSP) with the IRS. That means I have met all the necessary continuing education requirements for Federal tax return preparation, ethics, and other Federal tax laws. I offer a comprehensive suite of tax services, including tax planning, tax preparation, and tax problem resolution. My goal is to provide personalized service at an affordable price.

Individuals & families

I handle tax returns for most situations, including employment income, investments, retirement distributions, property sales, rental income and more.

Small businesses

I provide tax planning and preparation services tailored to the unique needs of small businesses. I can also help with business formation, as well as your accounting needs and financial statement preparation.

Tax problem resolution

I can also assist you with responding to IRS inquiries and offer advice regarding record-keeping and document retention. I can review prior year returns (up to 3 years) to look for missed opportunites.

Personalized service, affordable prices

At Burdette Financial Services, I am committed to providing you with personalized service without sacrificing quality. I will not take on more clients than I can handle personally and professionally. Contact me today to discover how I can help.

Tax planning

I offer proactive tax planning strategies to minimize your tax liability and help you achieve your financial goals. I stay up-to-date on the latest tax laws and regulations to ensure you receive the most accurate and effective advice.

Get started early

Please contact me as early in the tax season as possible. We can discuss your situation, provide a price estimate, and outline the information needed to prepare your tax return(s). I can accommodate both high-tech and traditional communication and document submission preferences.