Alan F. Burke, CPA, PA

Alan F. Burke, CPA, PA, is a full-service accounting firm with over one hundred years of combined experience serving businesses and individuals in the Salisbury, Mooresville, Triad, and Charlotte, North Carolina areas and beyond. We pride ourselves in providing our clients with personalized professional services and guidance across a wide range of their financial and business needs. Our firm is built upon a foundation of mutual respect, integrity, and professionalism, driving us to exceed our clients' expectations through proactive business development and financial services.

We were established in 1989 by Alan F. Burke, CPA, who began his accounting career at Turlington and Company, where he honed his skills over a six-year period. Alan's dedication and expertise led him to open his own firm, where he serves as the President and CEO, acting as the CFO for each client. Over the years, we have built a team of talented and experienced professionals who share a passion for delivering exceptional service and guidance.

Our Services: A Comprehensive Approach to Financial Well-Being

At Alan F. Burke, CPA, PA, we offer a comprehensive suite of services designed to meet the diverse needs of our clients. From individuals seeking assistance with their personal taxes to businesses requiring complex financial planning, we have the expertise to guide you every step of the way.

• Accounting Services: We provide meticulous and reliable accounting services to help businesses of all sizes effectively manage their finances. This includes bookkeeping, financial statement preparation, and reconciliation of bank statements.

• Tax Preparation: Our team of experienced tax professionals is well-versed in the intricacies of federal, state, and local tax laws. We assist individuals and businesses with accurate and timely tax preparation, ensuring compliance with all applicable regulations.

• Corporate Tax Planning: We work closely with businesses to develop strategic tax planning strategies that minimize their tax liability and maximize their profitability. Our approach involves analyzing their financial situation, identifying potential tax benefits, and implementing customized strategies to optimize their tax position.

• IRS Representation: If you are facing an IRS audit or tax dispute, we can act as your advocate and representation. Our skilled team will navigate the complexities of the tax code on your behalf, protecting your rights and seeking a favorable resolution.

• Virtual CFO Consulting: For businesses that require comprehensive financial oversight but may not have the resources for a full-time CFO, we offer virtual CFO consulting services. Our experienced professionals provide strategic financial guidance, manage cash flow, analyze financial performance, and assist with strategic decision making.

• Business Formation: We assist entrepreneurs and small businesses with the legal and financial aspects of forming their business entities. This includes choosing the right structure, filing the necessary paperwork, and ensuring compliance with all regulatory requirements.

• Benefits Consulting: We provide expertise on employee benefits plans, helping businesses design and implement plans that meet their unique needs and attract and retain top talent.

• Business Dissolution: When a business decides to close its operations, we guide them through the legal and financial aspects of dissolution, ensuring a smooth and efficient transition.

• Bookkeeping & Payroll Tools: We offer user-friendly bookkeeping and payroll tools to help businesses streamline their financial processes. These tools provide real-time insights into financial performance, simplify payroll management, and reduce administrative burdens.

Our Commitment to You

At Alan F. Burke, CPA, PA, our clients are at the heart of everything we do. We are dedicated to building long-term relationships based on trust, transparency, and unwavering support.