Burt Tax & AccountingNow Operating as Epic Trust Financial Group, LLC
In mid 2020 we formed Epic Trust Financial Group to combine the services of taxes, insurance, and investments. We use the past to guide the future and have professional advice for you in each financial area of your life. We are now serving clients out of our new location at 1305 Fowler St, Ste 1D, Richland, WA 99352
Contact UsSERVICES
Our tax clients receive the highest refunds possible within the parameters set by the client and by law, and for those not getting a refund, our focus and energy is on limiting your tax liability and maximizing after-tax wealth. With a dedication to technology and efficiency, we often deliver tax and accounting services below competition’s prices while maintaining traditional values of honesty, integrity, and trust. When asked, we can also let you know what our fees are before we start working.
Individual Taxes
We provide federal and state tax services for individuals. While our clients have a low audit rate, we also provide representation before the IRS, including assistance with audits and appeals.
- 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 tax payers in disputes or with simple correspondence with the IRS)
Most refunds are sent within 21 days. You can check the status of your refund within 24 hours after e-filing or within four weeks after mailing your return.
You will need:
- Social security number
- Filing status
- Exact refund amount
Business Taxes
We provide tax preparation for partnerships, S-Corps, C-Corps, and sole proprietors, as well as accounting services for businesses including payroll, bookkeeping and assistance with entity setup.
We feel our obligation is to help relieve our fellow small business owners of the ever increasing load of paperwork involved with taxes, payroll, and general accounting work and let them focus on what they do best.
Our work has allowed us to work with owners to plan their entity type, establish accounting and payroll systems and offer general advice. We’ve also worked with mature businesses, many who have successfully been in business for 30, 40, or even 50 years. Whether you’re a sole proprietor just starting or a mature small corporation we feel confident in our ability to deliver valuable tax and accounting service for less than what you’d pay at other CPA firms.
Our experience and expertise is particularly fruitful when dealing with these business situations:
- Determining the appropriate entity, be it a sole proprietorship, partnership, an S-Corporation, or a traditional corporation. (As a side note, LLC’s for tax purposes can be three out of the four entity types mentioned above – the IRS does not recognize the LLC designation).
- 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, including 941’s and W2’s.
- Handling bookkeeping, including monthly reconciliations and regularly delivering P&L statements to owners and investors.
- Dealing with IRS letters: we are licensed to represent businesses before the IRS in disputes or in simple correspondence.
- Preparing tax returns of all entity types, including individuals, estates and trusts, partnerships, and corporations.
The Company
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. As an independent company, we are flexible in our methods and can work with a variety of accounting software programs or accounting methods with the possible exception of the receipts-in-a-shoe box method. We take the confidentiality of your information seriously and take all necessary precautions to communicate and store information securely. Some of our clients prefer to do all interactions through mail and in person, while other clients use our secure client portal to share files and communicate sensitive information safely and instantly. As a licensed CPA firm in Washington we are members of the Washington State CPA Society as well as the American Institute of Certified Public Accountants (AICPA).
The Team
Ron Burt Founder, Enrolled Agent
Ron received a bachelors degree in Accounting from BYU and worked for a number of years as an accountant at a local agriculture company. After Ron began preparing tax returns for friends and family out of concern they were not getting the best tax outcome, Ron's clientele has grown by word of mouth into an established and respected business. As an enrolled agent, he has represented hundreds of taxpayers before the IRS through every level of the appeals process. Ron also stays busy by turning wood on his new lathe and chasing after a dozen grand kids.
Nathan Burt Certified Public Accountant
Nathan holds a Bachelor of Science in Accounting from Brigham Young University and a Master of Science in Accounting, Taxation (MSAT) from Boise State University. He also worked as a graduate research assistant in the areas of multi-state taxation and nexus. He has previously worked at a large, national accounting firm as well as with a software company monitoring accounting treatment for insurance company portfolios. He is a member of the WSCPA Society and the AICPA. He currently volunteers as a board member of the Historic Downtown Kennewick Partnership.
Jonathan Holder ENROLLED AGENT
After graduating from the University of Idaho with a Bachelor of Science in Accounting, Jonathan moved to the Tri-Cities where he earned an H&R Block certification for tax preparation. In 2017 he received his EA designation, allowing him to represent tax clients before the IRS. He currently manages payroll and client accounting services in addition to handling client tax returns. After work, you are likely to find him at a Tri-City American’s game.
Jessica Burt Accountant
Jessica received her associate degree in Accounting in 2015 and her associate degree in Business Administration in 2017 from Columbia Basin College. She has previously worked as a controller for a local business. She handles client accounting services and payroll processing for a variety of professional service, construction, and retail clients. When not in the office, she enjoys spending time with her dogs and a good book.
Taiya Anderson Bookkeeper
Taiya has over 25 years of bookkeeping experience. Her previous jobs include several local small businesses as well as agricultural employers. She handles bookkeeping, payroll, excise taxes, and quarterly reports for our clients. She enjoys plenty of time at local parks and weekend camping trips with her family and grandkids.
Jericah Morris Office Admin/Payroll Processor
Jericah received her associate's degree with honors from Columbia Basin College. She holds a Payroll Certification accredited by the National Bookkeepers Association. She has five years of administrative experience and is customer service oriented. Jericah handles payroll processing, quarterly reports, bookkeeping and excise tax returns. When she’s not in the office she enjoys spending time with family and friends.
Dawn Wilkins Payroll Specialist
Dawn joined Burt Tax's payroll department after having spent 12 years with a well known payroll processing company. Dawn's work history also includes ten years of bookkeeping at a local auto body shop and a real estate company. She grew up in Woodinville, Washington and moved to the Tri-Cities over 20 years ago. Dawn enjoys the team oriented approach Burt Tax provides to its clients and the opportunity to get to know clients on a first name basis. When Dawn is not at work, she enjoys spending time with her family, watching football, and traveling.
Nancy Castro Bookkeeper
Nancy received a Bachelor of Applied Science and Applied Management from Columbia Basin College in 2018. Nancy has five years of bookkeeping experience in the construction and insurance industries. Currently, she handles client accounting services for a variety of construction and medical clients. She also fills in with excise tax reports, payroll quarterly reports and income tax returns. When she isn’t in the office, she enjoys spending time with family and walking along the river.
Contact Us
Contact us with any inquiries or to set up an appointment.
(509) 582-2047