In today’s complex financial environment, it’s essential for businesses and individuals to identify and understand opportunities that may not be readily apparent. And to be proactive about defining what success means, and how it can be achieved.

That’s why Burns & Bynum offers a full suite of financial, tax preparation and advisory services, plus a comprehensive approach to business and estate planning. By combining attention to detail with big-picture strategic thinking, we can help you manage your affairs effectively today – and actively prepare for tomorrow.

Click on the four links above for more detailed lists.

Tax Services

  • Federal & Multi-State Income Tax Return Preparation
  • Federal/State/Local Tax Filings
  • International Tax Advisory
  • Tax Audit Management
  • Strategic Tax Planning and Projections
  • Like Kind Exchanges
  • Entity Selection
  • Cost Segregation
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Accounting & Attestation

  • Reviews & Compilations of Financial Statements
  • Accounting/Bookkeeping Services
  • Accounting Software Evaluation and Training
  • Budgets, Projections and Forecasts
  • CFO Services
  • Customized Management Financial Reporting
  • Accounting Policies and Procedures
  • Government Contract Accounting
  • QuickBooks Advisor
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Management & Advisory Services

  • Transaction (Buy/Sell/Merger) Advisory Services
  • Capitalization & Debt Program Management
  • Profitability Optimization Plan Development
  • Strategic Business Planning & Plan Development
  • COO Services
  • Employee Benefit Plans
  • New Business Formation and Start-up Assistance
  • Turnarounds, Workouts and Restructuring
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Retirement & Estate Planning

  • Estate Planning, Structuring & Transfer
  • Gifting Strategies
  • Business Succession Planning
  • Investment and Tax Optimization Strategy
  • Retirement Plan Development and Review
  • Form 5500 Filing
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