Beyond expectations

This is where our journey begins. Get to know my business and what I do, and how I am committed to quality and great service. Join me as we grow and succeed together. I'm glad you're here to be a part of my story.

Information

I pride myself on my adaptability and commitment to excellence in every aspect of my service. I specialize in tax planning and preparation for individuals and small businesses.  I also provide bookkeeping and business accounting services.  My goal is to simplify your financial needs at an affordable price. Explore what I have to offer and how I can contribute to your success.

Services

Basic

I offer specialized services tailored to meet your individual needs, such as tax planning, income tax preparation, and tax problem resolution.

Professional

I offer a range of services to meet your professional needs as well, including bookkeeping, record-keeping, tax planning and consulting.

Business

I even offer a specialized range of services to fulfill your small business needs, including business set-up, accounting, financial statements,  and tax preparation.

About me

After retiring from a career of financial management in the healthcare industry, I worked seasonally as a professional tax preparer for one of the big national chains.  After several years, fueled by a desire to provide better service at more affordable prices, I decided to go out on my own.  As a new small business, I pride myself on personal attention and dedication to every detail for my clients. My approach is rooted in quality and integrity, ensuring that everything I do reflects my  commitment to excellence.

Client Comments 

I pride myself on my adaptability and commitment to excellence in every aspect of my service. Explore what I have to offer and how I can contribute to your success.

"Kathy has prepared our income tax returns for several years now. She was able to get us thousands of dollars back from the IRS due to errors made by our previous accountant."

Bob & Lois Balsley

"For the past 2 years, Kathy Burdette has prepared my tax returns. Her attention to detail is outstanding, and her knowledge of all current tax laws is impressive."

Marcia Schwanz

"Kathy prepared my business and individual returns for 2024.  She also worked with the IRS to rectify errors made at their end and get back the money that was due to me."

Leigh Kapps