Business Details
Your Trusted Partner for Accounting & Tax Services in Citrus Heights
Burriss Bookkeeping & Tax Service has been delivering personalized financial guidance to individuals and businesses for over three decades. Our expertise spans tax preparation, bookkeeping, payroll management, and financial statement creation, tailored to meet the unique needs of small to medium-sized enterprises. We prioritize open communication to understand client objectives, combining thorough research with sound analysis to support both present financial stability and long-term growth.As a CTEC-registered tax preparer and Better Business Bureau member, we uphold high standards of excellence and professionalism. Our mission focuses on helping clients maintain financial viability through accurate, reliable services while fostering proactive planning for future success.
Services
Tax Preparation
Bookkeeping
Payroll Services
Financial Statements
Tax Planning
Highlights and features
- 30+ years of experience serving local businesses and individuals
- CTEC-registered tax professionals with deep industry expertise
- Comprehensive services from bookkeeping to payroll management
- Better Business Bureau-accredited with a commitment to ethics
- Personalized financial strategies tailored to client objectives
Associations and certifications
- Better Business Bureau
- California Tax Education Council (CTEC)
Services
Tax Preparation
We prepare federal, state, and local tax returns for individuals, businesses, partnerships, and corporations. Our services include multi-state returns, amended filings, and tax deduction advice. By staying current with evolving regulations, we ensure compliance while maximizing refunds and minimizing liabilities for clients across Citrus Heights.
Bookkeeping
Our bookkeeping services maintain accurate financial records through chart-of-accounts management and bank reconciliation. We track all transactions to provide real-time insights into business performance. This foundational service supports informed decision-making and prepares clients for audits or financial reviews with complete transparency.
Payroll Services
We handle payroll processing, tax reporting, and compliance documentation for businesses of all sizes. Services include W-2/1099 preparation, tax deposits, and accrual tracking. By outsourcing payroll to our experts, clients avoid penalties while gaining time to focus on core business operations and growth strategies.
Financial Statements
We prepare balance sheets, income statements, and cash flow analyses to assess business health. These reports help clients evaluate profitability, manage debt, and secure financing. Our financial statements meet creditor and investor requirements while providing actionable insights for strategic planning and operational improvements.
Tax Planning
Our tax planning services identify year-round opportunities to reduce liabilities through strategic deductions and credits. We analyze financial statements to forecast tax obligations and develop customized plans. This proactive approach helps businesses and individuals optimize cash flow while maintaining compliance with federal and state regulations.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, payroll management, tax preparation, financial statement creation, and tax planning tailored to small business needs.
Are you certified tax professionals?
Yes, we are CTEC-registered tax preparers with over 30 years of experience in individual and business tax services.
How do you handle multi-state tax filings?
We prepare and file out-of-state and multi-state tax returns, ensuring compliance with varying regulations across jurisdictions.
Can you assist with payroll tax reporting?
Yes, we manage federal and state payroll tax reporting, including EFTPS deposits, W-2/1099 preparation, and compliance documentation.
Do you offer financial consultations?
We provide complimentary introductory consultations to discuss your financial goals and create customized solutions for your business.
