Your Trusted Partner in Financial Success Providing expert guidance and solutions to direct your financial
life, protect your wealth, and grow your business.

What we do

Let us take the stress out of running your business

Tax Planning & Preparation

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

Learn more about tax.

Bookkeeping & Payroll

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

Learn more about bookkeeping.

Legal & Estate Planning

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

Learn more about legal & financial planning.

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

Life's better when people understand your needs

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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From success to succession planning

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In the Loop

Your magazine of
personal finance

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From the firm: Work hard, play hard: Summer edition

Read more about From the firm: Work hard, play hard: Summer edition> ➞

Preserving a legacy: The importance of succession planning

Read more about Preserving a legacy: The importance of succession planning> ➞

How to launch your dream business in 2025

Read more about How to launch your dream business in 2025> ➞
More articles from this issue

QuickReads

Let's talk business

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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.

Read more about Navigating burnout: Strategies for a healthier you ➞
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12 ways to incorporate the human touch in AI

Use these strategies to keep the human touch with AI by balancing the technology with the personalized, human-centric approaches that only you and you...

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