Business Details
Trusted Accounting Services in Burbank, CA
Server & Associates is a family-owned accounting firm dedicated to providing personalized, expert financial services tailored to the evolving needs of our clients. With decades of combined experience, we specialize in tax preparation, strategic planning, and comprehensive bookkeeping solutions. Our team of Certified Public Accountants and Enrolled Agents brings technical mastery of federal and state tax codes, ensuring compliance while maximizing savings.We prioritize timely communication, proactive advice, and secure handling of sensitive information, fostering long-term relationships built on trust and transparency. Our commitment to continuous education ensures clients benefit from the latest industry insights and regulatory updates.
Services
Tax Preparation
Tax Planning
Bookkeeping
Payroll Services
Estate Planning
IRS Audit Representation
Pension Planning
City Business Tax
QuickBooks Training
Prior Issue Resolution
Highlights and features
- We offer decades of experience in individual and business taxation.
- Our team provides personalized, proactive tax planning strategies.
- We guarantee secure handling of sensitive financial information.
- Our client portal ensures easy document access and communication.
- We deliver tailored solutions for entertainment, law, real estate, and more.
Associations and certifications
- CPA
- Enrolled Agent
What people say
Top-tier service
Knowledgeable explanations
User-friendly approach
Trusted experts
Excellent professionalism
Services
Tax Preparation
Our tax preparation service ensures accurate, timely filing of individual and business returns. We identify overlooked deductions and navigate complex regulations to minimize liabilities. Clients receive clear explanations of their returns and potential savings opportunities.
Tax Planning
We develop customized tax planning strategies to legally reduce liabilities through year-round advisory services. Our team monitors regulatory changes and implements proactive measures tailored to clients' financial goals and industry-specific needs.
Bookkeeping
We maintain precise financial records including bank reconciliations, profit/loss statements, and cash flow analysis. Our systems ensure businesses stay organized for audits, tax filings, and operational decision-making throughout the year.
Payroll Services
Our payroll solutions handle tax calculations, compliance reporting, and pension considerations for recurring and one-time payments. We ensure adherence to federal, state, and local regulations while simplifying payroll management for businesses.
IRS Audit Representation
We provide expert representation during IRS and FTB audits, leveraging our deep understanding of tax law to protect clients' interests. Our proactive documentation and communication strategies minimize stress and resolve issues efficiently.
People
Rick Server
Founder/Managing Partner
Certified Public Accountant with 20+ years in public accounting. Specializes in individual and business taxation. Holds Enrolled Agent status with IRS. Combines technical expertise with personalized client service.
Eric Server
Founder/Partner
30+ years of accounting experience, including entertainment industry expertise. Focuses on complex tax situations and client relationship management. Applies industry-specific knowledge to diverse business sectors.
Questions
What accounting services do you offer?
We provide tax preparation, planning, bookkeeping, payroll, audit representation, and retirement planning for individuals and businesses.
Do you serve clients outside California?
Yes, we work with clients nationwide and internationally through secure digital platforms.
How can tax planning benefit my business?
Our proactive planning identifies legal strategies to reduce liabilities and optimize cash flow under evolving tax laws.
Do you handle payroll processing for small businesses?
Yes, we manage payroll calculations, compliance, and reporting for businesses of all sizes.
What makes your firm different from online tax services?
Our CPAs provide personalized guidance, complex problem-solving, and proactive advice tailored to your unique situation.
How do I access my financial documents securely?
Clients use our encrypted portal for 24/7 document upload, download, and secure communication.
