Burt Tax & Accounting

At Epic Trust Financial Group, we are dedicated to providing comprehensive tax and accounting services to individuals and businesses in the Tri-Cities, WA, and beyond. For over thirty years, we have been committed to delivering exceptional services that put our clients first. Our team of experienced professionals, led by Ron Burt, Enrolled Agent, and Nathan Burt, Certified Public Accountant, is dedicated to helping individuals and businesses achieve their financial goals.

Our Services

We offer a wide range of services designed to meet the unique needs of our clients. Whether you're an individual looking to minimize your tax liability or a business seeking to optimize your financial performance, we have the expertise and expertise to help.

Individual Taxes

Our experienced team of tax professionals has decades of experience in preparing individual tax returns. We understand that every individual's financial situation is unique, and we take the time to get to know our clients and their specific needs. We provide federal and state tax services, as well as representation before the IRS, including assistance with audits and appeals.

Whether you're dealing with complexities related to kids at college, real estate sales and purchases, death in the family, investment income, or owning and managing rental property, we are here to help. Our expertise is particularly fruitful when dealing with situations such as:

• Kids at college (and corresponding savings/education investment plans)
• Real estate sales and purchases
• Death in the family, often triggering trust and estate tax preparation
• Investment income and expenses
• Owning and managing rental property
• Letters from the IRS (we are licensed to represent taxpayers in disputes or with simple correspondence with the IRS)

Business Taxes

We provide tax preparation services for partnerships, S-Corps, C-Corps, and sole proprietors. Our team of experienced professionals will help you navigate the complexities of business taxation, including:

• Determining the appropriate entity type for your business
• End-of-year tax planning and advising on timing of equipment and inventory purchases
• Establishing compensation for S-Corp owners
• Processing payroll, handling state and federal quarterly and annual payroll reports
• Handling bookkeeping, including monthly reconciliations and regularly delivering P&L statements to owners and investors

Whether you're a small business owner or a seasoned entrepreneur, we are here to help you achieve your financial goals.

About Our Team

Our team is comprised of experienced professionals who are dedicated to providing exceptional service to our clients. Our team includes:

• Ron Burt, Enrolled Agent and Founder of Epic Trust Financial Group
• Nathan Burt, Certified Public Accountant
• Jonathan Holder, Enrolled Agent and Manager of Payroll and Client Accounting Services
• Jessica Burt, Accountant

Our History

For over thirty years, we have provided tax and accounting services to clients in the Tri-Cities, WA, and beyond. As a local company, we have experience specific to local industries, such as farming and construction. We take the confidentiality of your information seriously and take all necessary precautions to communicate and store information securely.

Conclusion

At Epic Trust Financial Group, we are committed to providing exceptional tax and accounting services to individuals and businesses in the Tri-Cities, WA, and beyond. Our team of experienced professionals is dedicated to helping you achieve your financial goals. Whether you're an individual seeking to minimize your tax liability or a business seeking to optimize your financial performance, we are here to help.