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What we do

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Tax Planning & Preparation

We are here to optimize your taxes through comprehensive tax planning to you save time and money.

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Bookkeeping & Payroll

Bookkeeping and payroll are the least enjoyable parts of running your business. Let us take these tasks off your hands.

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Legal & Estate Planning

Let our legal and financial planning professionals help you with expert representation and advice at every stage of your life.

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Wealth Management

Burnett Advisors Wealth Management helps individuals, families, and business owners create planning-based strategies that transform their ideas into action.

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Our team’s culture is grounded in integrity, excellence, and building meaningful relationships.

WHO WE SERVE

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Service-based Businesses

We make outgoing payments on time and seamlessly manage your cash flow.

Professional Service Providers

We are committed to helping professional service providers build successful enterprises.

Agricultural Enterprises

We’ll dig into the numbers and offer deeper insight to help you grow your business.

HVAC Companies

We serve clients with expertise and strategic guidance that accelerates their growth potential.

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How to read a financial statement

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In the Loop

Your magazine of
personal finance

From the firm: Minding your Ps in business

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Tax considerations for remote work: What you need to know

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Resilience series, Part 5: How to embrace disruptive technology in a remote environment

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QuickReads

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Maximizing your charitable donations before year-end: A tax-savvy guide

Contributing to causes you care about not only supports your community and passions but can also offer significant tax benefits. Here’s what you need...

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What you need to know about capitalization and depreciation of business assets

To contribute to the overall financial health of your business, you need to understand asset management and the concepts of capitalizing and depreciat...

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Navigating burnout: Strategies for a healthier you

Navigating burnout is a process. Here's what to look for and how to keep burnout from getting the best of you.

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