Business Details
37 Years
experience
Trusted Accounting & Tax Services in Salisbury, NC
For over three decades, Alan F. Burke, CPA, PA, CPA, PA has delivered personalized financial guidance to individuals and businesses across North Carolina. Our firm combines over 100 years of collective experience with a client-centric approach, offering tailored solutions in tax management, accounting, and financial planning. Our team of certified professionals prioritizes proactive service, leveraging deep industry knowledge to navigate complex financial landscapes.We maintain strong community ties through active participation in local organizations like the Rowan County Chamber of Commerce. Our commitment to excellence is demonstrated through continuous education, adherence to ethical standards, and a track record of clients returning year after year for our reliable expertise.
Services
Tax Management
Estate Planning
IRS Representation
Accounting Services
Financial Planning
Payroll Services
QuickBooks Help
Business Formation
Audit Services
Corporate Tax Planning
Details
- Year established: 1989
Highlights and features
- We offer over 30 years of specialized accounting expertise in North Carolina
- Our team includes CPAs with diverse experience in banking, auditing, and taxation
- We provide personalized service with direct access to experienced professionals
- Our firm maintains active community involvement through local organizations
- We combine technical expertise with proactive financial strategy development
What people say
Personalized service
Expertise
Zero complaints
Great office and staff
Professional team
Services
Tax Management
Our tax management services help businesses and individuals minimize liabilities while maximizing savings through strategic planning. We provide comprehensive compliance solutions, including federal and state tax return preparation, accounting method reviews, and transactional structuring. Our team stays current with evolving tax laws to ensure optimal financial outcomes for clients.
IRS Representation
We offer professional IRS representation during audits and tax disputes, leveraging our expertise to navigate complex tax issues. Our services include negotiating installment agreements, resolving wage garnishments, and addressing tax liens. We work to protect clients' interests while finding solutions that prevent further financial complications from unresolved tax matters.
Accounting Services
Our accounting services cover complete financial record-keeping, statement preparation, and system implementation for businesses of all sizes. We assist with general ledger maintenance, payroll processing, and cash flow management. Our team helps establish efficient accounting systems that support informed business decision-making and regulatory compliance.
Estate Planning
We provide comprehensive estate planning services to ensure proper asset distribution while minimizing tax implications. Our expertise includes creating wills, establishing trusts, and developing gifting strategies. We help clients navigate complex estate tax regulations to protect their legacy and facilitate smooth succession planning for family businesses.
Financial Planning
Our financial planning services focus on helping clients achieve long-term financial security through strategic investment and retirement planning. We analyze current financial situations to develop customized plans addressing college funding, retirement goals, and business succession. Our approach considers tax implications to maximize after-tax returns for clients.
People
Alan F. Burke, CPA, PA
President, CEO
Founder of the firm with over 30 years of experience, Alan provides strategic financial leadership. He holds a BS in Accounting from Appalachian State University and is a member of AICPA and NCACPA. Active in community organizations, he serves as Finance Chair for the Rowan County Chamber of Commerce.
Karen Charles
Special Projects Manager
CPA with expertise in specialized accounting projects and tax compliance. She contributes to the firm's diverse service offerings through her technical knowledge and client-focused approach to financial solutions.
Rachel Farmer
Business Tax Partner
Experienced tax partner providing strategic guidance on business tax matters. She specializes in helping clients navigate complex tax regulations while optimizing financial outcomes through proactive planning.
Tyler Black
Tax Manager
Manages tax preparation and planning services with a focus on accuracy and compliance. He works closely with clients to develop effective tax strategies that align with their business objectives.
Emilie Efird
Payroll Specialist
Handles payroll processing and bookkeeping services, ensuring timely and accurate financial operations for clients. She provides essential support for businesses' day-to-day financial management needs.
Questions
What accounting services do you offer for small businesses?
We provide complete accounting services including bookkeeping, financial statement preparation, payroll processing, cash flow analysis, and tax planning tailored to small business needs.
How can you help with IRS tax problems?
Our firm offers professional IRS representation, negotiating installment agreements, resolving tax liens, and addressing wage garnishments to resolve tax disputes effectively.
Do you provide virtual CFO services?
Yes, we offer virtual CFO services including financial analysis, strategic planning, budgeting, and cash flow projections for businesses needing part-time executive financial expertise.
What estate planning services are available?
We help clients create comprehensive estate plans using trusts, wills, and gifting strategies to minimize tax liabilities and ensure proper asset distribution.
How do you stay current with tax law changes?
Our team continuously monitors tax law developments through professional education and industry resources to provide up-to-date advice on compliance and planning opportunities.
What areas do you serve?
We primarily serve Salisbury, Mooresville, Triad, and Charlotte, North Carolina, with clients throughout the state and beyond requiring specialized accounting expertise.
