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Tax Consulting

Burkhart Peterson Tax Consulting

Proactive tax strategy, preparation, and resolution for individuals and businesses across Texas.

What we do

Year-round tax strategy, not just season-end preparation.

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Tax Preparation

Federal and Texas state filings for individuals, businesses, estates, and trusts.

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Tax Planning

Multi-year strategy that is proactive instead of reactive.

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IRS & State Tax Debt Representation

Audit response, collections representation, levies, liens, and offers in compromise settlements.

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Entity Structure

Choice-of-entity analysis and restructuring as your business changes.

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Cost Segregation

Engineering-based studies to accelerate depreciation on real estate.

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Payroll Services

Payroll processing and payroll tax reporting handled end-to-end so you stay compliant.

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CFO & Advisory

Outsourced controllership and CFO support for businesses ready to scale.

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QuickBooks Optimization & Training

Setup, cleanup, and hands-on training to get the most out of QuickBooks for your business.

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Comprehensive Bookkeeping

Day-to-day bookkeeping, account reconciliations, and periodic management reports that keep your records current and ready for tax time.

How we work with you

1

Discover

Understand your tax position, goals, and prior-year filings.

2

Plan

Design a multi-year strategy with concrete moves and deadlines.

3

Execute

Implement quarterly so April is a confirmation, not a surprise.

4

Review

Meet annually to recalibrate as life and business change.

What clients say

"Burkhart Peterson took the noise out of tax season for our practice."
Medical practice owner, San Antonio
"Their team caught a six-figure planning opportunity our previous firm missed."
Construction company CFO, Houston

Testimonials reflect individual client experience and are not a guarantee of results.

Ready to start a conversation?

Tell us about your situation. We'll respond within one business day.

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