Business Details
50+ Years
experience
Your Trusted Accounting & Tax Services Partner in Cherokee, IA
Established in 1967, Burkhardt & Dawson has built a legacy of excellence in tax, accounting, and financial services. Our team of certified professionals brings decades of combined experience, offering personalized solutions tailored to individual and business needs. We prioritize responsive, one-on-one client relationships, ensuring technical expertise is paired with accessible support. With a focus on strategic tax planning, financial statement preparation, and outsourced CFO services, we serve diverse industries including agriculture, healthcare, and nonprofits.Our commitment to continuous training and technology investment ensures clients receive accurate, forward-thinking advice. As a locally rooted firm, we emphasize community engagement and long-term client partnerships. Our secure CPA Safe platform enables seamless, encrypted document sharing, reflecting our dedication to modern, reliable service delivery. Recognized as a trusted leader in Northwest Iowa, we combine academic credentials with practical insights to help clients achieve financial success.
Services
Financial Statements
Income Tax Services
Accounting Services
Payroll Services
Outsourced CFO Consulting
Details
- Year established: 1967
Highlights and features
- We offer over 50 years of experience in accounting and tax services.
- Our team includes certified CPAs with specialized industry expertise.
- We provide secure 24/7 client access via encrypted CPA Safe portal.
- We serve diverse industries including agriculture, healthcare, and nonprofits.
- Our personalized approach combines technical expertise with local insights.
Services
Financial Statements
We provide audit, review, and compilation financial statements tailored to business needs. Our CPAs explain engagement types, plan processes, and deliver professional opinions. Decades of experience ensure accurate statements for corporations, nonprofits, and individuals.
Income Tax Services
Our team offers strategic tax planning and preparation for individuals, businesses, and trusts. We specialize in resolving IRS/state notices, amending returns, and leveraging tax credits. Free e-filing and CPA Safe document sharing enhance client convenience.
Accounting Services
We deliver customized accounting solutions including system setup, accounts receivable/payable management, and multi-state sales tax reporting. Our services ensure timely, accurate financial information for business decision-making.
Payroll Services
Our comprehensive payroll services include check preparation, tax deposits, W2/W3 filings, and multi-state reporting. We handle new employee packets and offer Simple IRA administration to simplify employer responsibilities.
Outsourced CFO Consulting
We provide outsourced CFO expertise as an alternative to hiring in-house staff. Services include financial strategy, board meeting participation, and customized reporting to support business growth and compliance.
People
Donna Burkhardt
Partner, CPA
Certified Public Accountant since 1991 with over 40 years of experience. Specializes in building long-term client relationships and strategic financial advising.
Laura Dawson
Partner, CPA
CPA with 40+ years of experience, focusing on accounting excellence and client service. Graduated from University of Northern Iowa with Accounting BA in 1983.
Morgan Gravenish
Partner, CPA
Certified Public Accountant since 2013 with expertise in financial services. Joined firm in 2013 and became partner in 2023, bringing modern accounting approaches.
Brandon Henke
Partner, CPA
Master of Arts in Accounting from University of Northern Iowa. CPA since 2014 with focus on financial strategy and compliance solutions.
Amber Thorson
Accountant, CPA
Certified Public Accountant since 2010 with experience in both corporate and independent practice. Rejoined firm in 2022 to strengthen client service capabilities.
Questions
What services does Burkhardt & Dawson CPA offer?
We provide tax planning, income tax preparation, financial statements, accounting, payroll, and outsourced CFO services for individuals and businesses.
How can I securely share documents with your team?
Our CPA Safe portal allows encrypted 24/7 document upload and access using 256-bit SSL encryption for maximum security.
Do you work with specific industries?
Yes, we serve agriculture, construction, healthcare providers, nonprofits, rural water districts, and entrepreneurs in Northwest Iowa.
How do you handle complex tax situations?
Our experienced CPAs specialize in navigating complex tax laws, amending self-prepared returns, and resolving IRS/state tax notices.
Can you assist with payroll processing?
We offer full-service payroll including tax deposits, W2/W3 filings, multi-state reporting, and employee packet preparation.
