Burke Estate & Tax Law, LLC

BACKGROUND

Briefly describe what your company does and your role there. 

I am the owner of an insurance agency

OPPORTUNITY / CHALLENGE

What were your company's goals when you started looking for a partner?

Someone who could protect my company and its assets and keep it compliant with all tax laws

SOLUTION

Describe the scope of your partner's work with your company. Please include a summary of any key tasks or deliverables.

Reviews all income and expenses of our business, prepares all taxes and keeps us up to date on changes, helps with any rules and regulations, constantly reviews our business expenses

How many people does your company work with?

2-5

How did you find this provider?

Referral

Why did you choose to work with them?

• Close to my geographic location
• Great culture fit
• Referred to me by a trusted source
• Company values aligned

RESULTS & FEEDBACK

What are the results or deliverables of this partnership that demonstrate progress or success?

They have kept our company taxes in line with rules and regulations, finds ways to optimize our capitol, takes care of tax audits keeping us from ever getting behind or fined

How does your team communicate with this service provider?

• In-Person Meetings
• Virtual Meetings
• Phone calls
• Email or Messaging App

Are there any areas for improvement or something this service provider could have done differently?

I am happy with our partnership and don't see any room for improvement at this particular time.