As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed. If it is not a service we provide, we would be more than happy to refer you to a qualified professional.
This complex field encompasses many different significant areas. Individuals today are deluged with information from a variety of sources regarding establishing living trusts, educational trusts, insurance trusts, wills, and the list goes on.
This critical area of personal tax, financial and insurance planning is the most misunderstood area. Our thorough knowledge of each client allows us to examine such issues as 'when and why a living trust is more cost effective than probate', or 'what course of action should be taken to assist in special needs or educational requirements of the immediate or extended family'. As professional and personal advisors to our clients, we monitor, on a continuing basis, the ever-changing financial structure of the family unit and recommend the necessary adjustments.
You probably have a vision and a dream of the future of your company and yourself. At Burton & Company we feel it is essential for us to feel the enthusiasm and see the vision as our clients do. This intense involvement allows us to provide the essential strategic long and short-term planning which will assist our client in reaching his or her goals and aspirations.
Mergers and Acquisitions
If you are exploring opportunities that involve a merger or acquisition, Burton & Company can provide business valuation services, operational reviews, financial modeling, tax planning, negotiation skills and strategies. We will assist in simplifying the complex details into a clear decision-making format.
Business Continuity Planning
"What happens to my business if something should happen to me?" "How long should I work and how do I retire?" "Should I have insurance for business if I get sick or disabled?" These are common questions asked by all people who own a closely held business.
A successful company is built on the strength of its management team and its ability to plan for the unexpected. The future of the company depends on the ability of the management team to transfer its expertise to the next generation and to plan for the loss of key management personnel. Burton & Company can objectively assist you with functional organizational responsibility planning, financial strategies, and necessary negotiations between all parties involved.
Many companies are required to have financial statements prepared for banking relationships, construction bonding requirements, or credit compliance. At Burton & Company we understand the many different uses of financial statements and the important role they play in achieving the company's goals. Upon receiving a request for financial statement preparation, we examine closely which level of service needs to be performed; compliation, review, or audit. Understanding the use of financial statements allows us to properly plan and complete the appropriate level of statements with the least cost and the most benefit to our client.
The primary goal in the preparation of financial statements is the "readability" of the statements by management and outside users. As a result, you may be confient that your financial statements will best portray your company's financial condition and operating results, thereby providing the maximum benefit to your company.
Litigation Support Services
Burton & Company has experience to assist a client whenever a dispute develops into potential legal action. We have provided litigation support services at both the Federal and State levels for both small and large cases. Our services include analysis of the business and economic issues of the case, independent determination or verification of damages, discovery planning and management, case administration, and preparation and presentation of expert testimony.
Tax Planning and Compliance
There have been eleven major tax changes in the past fourteen years. An endless succession of revisions and interpretations by the Internal Revenue Service occurs almost daily. The changes prompted by recessions, deficits, social requirements, and political trends have made it increasingly difficult for individuals to capture maximum tax benefits. At Burton & Company we believe the "Tax Planning is the anticipation of what is to come." We work throughout the year with our clients in areas of personal, corporate and estate planning to minimize the tax implication of income and other transactions.
In order to provide our clients with the most aggressive tax planning posture, we employ a state-of-the-art computerized tax library. In addition, our continuing education requirements in the area of taxation encompasses year-round advance technical courses. This provides us the highest technical expertise for the benefit of our clients.
Expanding the business and need long-term financing? Buying a new house and need a mortgage company? Need to qualify for the new mortgage? Buying a new car or equipment and not sure whether to purchase or lease?
All of the above items are grouped under the heading of financing but they are all distinctly different in how they effect you. Burton & Company understands the unique nature of every financing situation. We can assist you in choosing the appropriate financing procedure and aid in preparing the necessary financing package to meet your goals.