Daitz & Burke

Daitz, Burke & Harrison CPAs, LLP is a small accounting firm serving clients with value and dedicated attention. Our clients are various small businesses, medical practices, and individuals. We focus on tax consulting, tax preparation, and wealth building. Our firm assists the small business owner by providing accounting support, strategies on increasing revenue, and controlling expense.

Our Services

We offer a wide range of services to cater to the diverse needs of our clients. Our services include:

• Individual Tax Preparation and Consulting: We provide proactive tax planning and help create long-term tax strategies. We want to avoid any end-of-year surprises. In addition, we provide family wealth planning, estate and gift planning. We also assist with communications from the IRS or other taxing authorities.
• Business Tax Preparation and Consulting: We work closely with our clients throughout the year. We provide proactive tax planning to help manage tax liabilities. Our professional network includes financial advisors, retirement specialists, and payroll representatives. We have a collaborative approach in servicing our clients.
• Business Entity Selection/New Business Formation: Starting a new business is an exciting time. Let us help you determine which type of entity makes sense to you from not only a tax standpoint but also an operational standpoint. We work with attorneys and other professionals to make sure you are successful from the start.
• Accounting/Bookkeeping Support and Training: We provide ongoing support throughout the year in order to help our clients have up-to-date and accurate financial information. We want our clients to be successful, so we are available to help in whatever they may need.
• QuickBooks Support and Training: We assist clients in selecting the correct accounting package. From the initial set up to training of your staff, we can assist in all aspects of the QuickBooks accounting implementation.
• General Business Consulting: We want our clients to be successful, so we are available to help in whatever they may need. We encourage communication throughout the year so that we are able to identify areas and provide assistance.
• Cash Flow Planning and Management: We can help analyze your operations and cash flows and provide advice on issues such as cost reductions, improving efficiencies, debt refinancing, and other cash flow issues.
• Sale/Purchase of Business: We bring a seasoned, objective perspective to the stressful process of buying or selling a business. With numerous years of experience, we are able to advise on the structure of the deals, provide ideas, assist in due diligence, and discuss tax implications.

Meet Our Team

Our team consists of experienced professionals dedicated to providing exceptional service to our clients. Our partners, Robert A. Daitz, CPA, Katherine Burke, CPA, and Kathleen Harrison, CPA, have numerous years of experience in the accounting industry. They are skilled in tax preparation, audit assistance, QuickBooks and other accounting software support, and much more.