Tax Consulting
About Our Tax Consulting Firms
Proactive tax strategy from a tax consulting firm under common ownership with Burkhart Peterson, CPAs, PLLC.
Our Story
The Burkhart Peterson tax consulting firms were founded in 2005 by Berry S. Burkhart, CPA, and Donald E. Peterson, CPA, as specialized tax resolution firms. Today, headquartered in San Antonio, Texas, we serve individuals and businesses across Texas with proactive tax planning, preparation, and resolution services.
What Sets Us Apart
We don’t just respond to tax problems—we anticipate them. Our tax consulting team builds long-term strategies designed to reduce liability, support business growth, and prepare clients for what’s next. While we are a tax consulting firm and do not provide attestation or valuation services directly, our common ownership with Burkhart Peterson, CPAs, PLLC means clients have seamless access to those services when needed.
Aligned with the Future
Our tax practice runs on modern, cloud-based tools and structured workflows that let our tax managers and business advisors deliver consistent, high-quality service to every client. We invest continuously in staff development so our clients benefit from current tax knowledge and consistent execution.
Who We Serve
- Small to midsize business owners
- Medical, Dental, and Veterinary practices
- Engineering, Architecture, and Construction firms
- High-net-worth individuals and families
- Estates and trusts
Tax Services We Provide
- Tax Preparation & Planning
- IRS & State Tax Resolution
- Tax-focused CFO support
- Cost Segregation studies
- Retirement & Estate tax planning
- Entity structure consulting
- QuickBooks Optimization & Training
Leadership with Vision
Our tax consulting firms are led by managing CPAs with deep client relationships and a commitment to operational excellence, supported by tax managers and advisors who emphasize mentorship and consistent service quality.
Growth with Purpose
We continue to expand through acquisitions and partnerships that align with our culture. As we grow, we preserve the personal relationships our clients value while bringing them access to the full Burkhart Peterson family of companies.
Want to talk through how we can help?
Contact Tax Consulting