Burgess & Company

Certified Public Accountants

About Our Company

Established in 1986, Burgess & Company Certified Public Accountants, Inc., offers full service accounting, tax and consulting services to small and medium size businesses. Our specialty is providing audit, assurance, tax, and advisory services to a wide variety of industries. We also specialize in tax planning for a variety of entities including individuals, family-owned businesses, partnerships, corporations, estates, trusts and non-profit organizations.

Our firm offers experienced professional staff with a high level of expertise in financial issues. Our partners are actively involved in all client relationships. You can be assured of candid and timely communications. Access to extensive in-house and on-line tax libraries enables us to quickly respond to your inquiries on any tax issues. We seek out the most beneficial tax treatments to your situation.

We represent clients before the Internal Revenue Service and other tax authorities so that we can help resolve issues quickly. You can be assured of professional representation before the government agencies.

Our consulting services offer a broad range of services, from management and financial consulting, evaluation and implementation of systems applications to business and family estate planning.

You have choices when it comes to your financial and tax issues. Burgess & Company can help you make important financial decisions with ease and confidence. For the past 25 years, we have worked with clients like you to tailor our financial services to their specific needs.

Services

Tax Services

We take a proactive approach to tax services. By keeping current on new tax laws and legislation, we help identify key tax planning opportunities that minimize both your current and future tax liabilities. We provide our individual and business clients with the taxation expertise and knowledge that they deserve throughout the year. Tax services offered include but are not limited to:

  • Tax planning & return preparation
    • Individuals
    • Corporations
    • Partnerships
    • LLCs/LLPs
    • Estates, trusts, & gifts
    • Not-for-profit organizations
  • Taxing authority representation
  • Trust and estate issues
  • Tax effects of buying/selling a business

Accounting Services

We provide financial information to our clients in a timely and accurate manner. Meaningful, well-organized financial records help ensure that your business operations and personal life can run more efficiently, as well as withstand government scrutiny. Our firm provides a full range of cost-effective accounting services including the following:

  • General ledger & internal financial statement preparation
  • Personal financial statements
  • Compilations, reviews, and audits
  • Accounting system setup for new businesses

Consulting Services

We gauge our worth by the personal and business successes of our clients. We can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound. In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business. The following list features just a few of the areas in which we provide consulting services:

  • Buisness development
  • Buisness valuations
  • Buying/selling a buisness
  • Financial & retirement decisions
  • Estate, trust & gift planning
  • Referrals to various specialists
  • Selection of buisness entity type
  • Accounting software selection and implementations

Cash Flow & Budgeting Analysis

A business can be profitable and still run into trouble due to cash flow issues. We can forecast and evaluate your company's financial condition, estimate financing requirements, and track cash-flow sources and uses. This type of analysis is useful for growing companies that need to supplement their accounting services while they grow.

Audit Services

We offer solid solutions for maximizing your company's profitability and efficiency. Audits are an intensive examination of your company's systems and records providing the highest level of assurance.

Financial Forecasting

Forecasting is required for businesses to effectively manage their profitability. From simple projections to complex financial modeling, our experienced staff can assist you in reviewing and understanding your company's financial goals.

Business Succession Planning

Coordinating the transition of your business to your successors is critical to ensuring its continued success once you decide to remove yourself from the company's daily operations. With a solid background in tax and other financial matters, we are fully qualified to address the complex issues of business continuation and can assist you in developing a strategically sound transition plan.

Estate & Trust Tax Preparation

Effective estate and gift planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.

Firm Profile

Burgess & Company was founded in 1986 in San Francisco. Leading the firm are Dave Rinehart, a CPA for the past 24 years, and Andy Li, a CPA who has worked with Dave for the past 15 years.

The firm's philosophy has remained constant over the years: to offer superior service to our clients in the areas of audit, assurance, tax, and consulting. We provide unparalleled technical expertise combined with close, personal attention to our clients. We promise a high level of service to help you address your tax and accounting issues. We believe in the value of personal relationships where both our clients and our firm can benefit.

Our professional staff offers advanced training, technical experience and financial expertise. The staff receives ongoing training to ensure they may maintain the highest professional standards, and to enable us to offer high quality service in the areas of accounting, tax, and consulting. Our staff has access to extensive in-house and on-line tax libraries so that we can quickly respond to clients inquiries on both simple and complex tax issues.

Burgess & Company has memberships in various professional associations, including the American Institute of Certified Public Accountants and the California Society of Certified Public Accountants.

We strive to improve our quality of service. Every two years, our Firm undergoes a peer review by the American Institute of Certified Public Accountants. We have received a "clean opinion" each time as a result of their reviews. As a result of this commitment to our people and our practice, Burgess & Company continues to grow by referrals and word-of-mouth. We welcome new clients to contact us and experience our high levels of technical expertise and client service.

Partners

David E. Rinehart, CPA

Managing Partner

Dave has more than 30 years experience in accounting and tax for all forms of legal entities. He joined the firm in 1988 and directs the tax, audit and financial practices. Dave has a bachelor's degree in accounting and finance from San Francisco State University and a master's degree in taxation from Golden Gate University.

Andy W. Li, CPA

Partner

Andy joined the firm in 1999. Andy has auditing and tax experience in all forms of legal entities and various industries. He has a bachelor's degree in accounting from San Francisco State University and a master's degree in taxation from Golden Gate University.

Resources & Tools

Internal Revenue Service

Home of the IRS on the Web where you can obtain federal tax forms, instructions and publications.

www.irs.gov

IRS W-4

This form helps determine federal tax withholding.

www.irs.gov/pub/irs-pdf/fw4.pdf

IRS W-9

This form is required to be filled out by new employees on their date of hire for tax identification.

www.irs.gov/pub/irs-pdf/fw9.pdf

USCIS I-9

All U.S. employers must complete and retain a Form I-9 for each individual they hire for employment in the United States.

www.uscis.gov/files/form/i-9.pdf

Employment Development Department (California)

This site provides information about required payroll reports and payments, gives access to frequently used forms, and educates employers about methods available to submit reports and payroll taxes.

www.edd.ca.gov/Payroll_Taxes/File_and_Pay.htm

US Citizenship and Immigration Services

This site provides information on employment of US residents, non-residents and immigrants.

www.uscis.gov

Board of Equalization (California)

The Board of Equalization collects California state sales and use tax, as well as fuel, alcohol, and tobacco taxes and fees that provide revenue for state government and essential funding for counties, cities, and special districts.

www.boe.ca.gov

Franchise Tax Board (California)

This site includes tax forms, instructions and publications. The Franchise Tax Board also provides links to forms for other California agencies, including the Board of Equalization and Employment Development Department (EDD).

www.ftb.ca.gov

Federal Citizen Information Center

A catalog of free and low-cost federal publications that may be of interest, including important consumer information.

www.pueblo.gsa.gov

QuickBooks

QuickBooks is the most popular accounting software for individuals, small businesses and non-profit organizations. See their web site for more information.

quickbooks.intuit.com

American Institute of Certified Public Accountants (AICPA)

The AICPA is the national professional organization for Certified Public Accountants (CPAs) in the United States. The AICPA and its predecessors have been serving the accounting profession since 1887.

www.aicpa.org

California Society of Certified Public Accountants (CALCPA)

CALCPA is the nation's largest statewide association of CPAs.

www.calcpa.org

Contact Us

Burgess & Company

Certified Public Accountants, Inc.

101 Mission St., Suite 1105

San Francisco, CA 94105

Phone: 415-777-0601

Fax: 415-777-4435

Email: info@sfburgess.com

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