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Burton & Associates CPA PC & Elevation Financial Services

Burton & Associates CPA PC & Elevation Financial Services

Reviews Summary

Burton & Associates is highly regarded for its extensive experience in tax and financial services, serving individuals, businesses, and nonprofits. Clients consistently praise the thoroughness, attention to detail, and personalized service, especially in tax planning, audits, and complex filings. Many long-term customers highlight the firm's ability to resolve challenging tax issues and provide peace of mind. The proactive approach, including annual tax planners, is frequently noted as a valuable benefit. Overall, the firm is trusted for its expertise, reliability, and commitment to client success.

About This Listing

Bookkeeping
Business Consulting
Tax Preparation
Tax Planning
IRS Representation
Budgeting
Forecasting
Estate and Trust Tax
Small Businesses
Individual Taxpayers
Non-profits
QuickBooks
State-Specific Experience
Multi-state Experience

Who Can Work with a CPA?

Individuals seeking tax prep, retirement planning, or financial advice
Small business owners needing bookkeeping, payroll, or tax compliance
Freelancers and contractors with 1099 income or complex returns
Couples planning finances together or managing joint returns
Investors with capital gains or rental property income
Anyone looking for year-round financial guidance and peace of mind

*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*

First-Time Clients

If this is your first time working with a CPA, don’t worry — most professionals offer a free consultation and will walk you through what to expect. You may be asked to complete an intake form, share financial documents, or set clear goals for your session.

What to Know Upfront:

Documentation Bring your most recent tax returns, income details, and any financial concerns
Availability Appointments fill up quickly during tax season — book early if possible

*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*

What to Bring

Government-issued ID for verification
Tax documents (W-2s, 1099s, investment summaries, etc.)
Receipts or logs for deductible expenses, donations, or mileage

*Tip: Organize your documents in advance to save time and ensure accuracy.*

Preparing for Your Appointment

Write down any financial goals or questions in advance
Check if your CPA offers virtual sessions or document uploads
Bring a notebook or use a notes app for key takeaways
Know your deadlines for filing, payments, or compliance

*Note: Preparation helps you make the most of your CPA’s expertise.*

How to Get Started

Use our directory to find highly reviewed CPAs near you. Reach out directly to schedule your consultation.

Other Helpful Info

Many CPAs offer both in-person and remote consultations
Fees may be flat-rate, hourly, or based on service complexity
Some CPAs specialize in industries like healthcare, real estate, or tech
Check for client reviews and credentials (CPA license, EA, etc.)

*Note: Every CPA is different — take time to find one who fits your goals and style.*

Features

Bookkeeping
Business Consulting
Tax Preparation
Tax Planning
IRS Representation
Budgeting
Forecasting
Estate and Trust Tax
Small Businesses
Individual Taxpayers
Non-profits
QuickBooks
State-Specific Experience
Multi-state Experience

Contact Information

Address

1050 NE Hostmark St Suite 203

Poulsbo, Washington 98370

Visit Website Call Now Get Directions

Customer Reviews

Burton and Associates is an excellent company if you are looking for tax and financial services. With over 30 years of experience, Burton and Associates will work closely with you on anything from tax planning to cash flow and analyses. Involved with not only the individual, but also large businesses such as banks, resorts, and hospitals, you can rest assured that Burton and Associates has the capability to handle the services any particular client may require. Steve consistently attends the latest in tax a

Burton and Associates is a highly experienced company. They have the capability to work with individuals, small businesses, private foundations and non profit organizations. Steve spends the time to know your circumstances, help make adjustments for the next tax period, and files an accurate tax return. The Tax Planners he sends out at the beginning of the year are a real help!

Burton & Associates is a top-notch organization. I have been a client of this outstanding company for over twenty years and have always been impressed by the service and attention to detail that I have received. Burton & Associates has successfully handled a myriad of financial and tax-related issues on my behalf and I have been more than satisfied with the results. I would not hesitate to recommend this excellent firm to others with the expectation that they will be more than happy with the results.

I have been a customer of Steve Burton's since 1985. He has done my personal taxes, my business audits for FHA, my business taxes for several businesses, and has represented me in an IRS audit as well as a state tax audit. He has always assisted me when needed and has always gone beyond the call of duty. I should be receiving my workbook for 2013 from him soon and will look forward to working with him for another year and many more to come.

Was recommended to Steve by a colleague a few years back for business tax preparation and have stayed with him since. Steve handles several of my taxes including personal and various businesses. I am most impressed by his thoroughness to research any tax question I might have. Even when I have been told by others something could not be done, Steve has found evidence to prove otherwise to give me the peace of mind that our taxes are being performed correctly and most efficiently.

Frequently Asked Questions

What qualifications should I look for in a CPA?

Look for a Certified Public Accountant (CPA) license, which ensures they’ve passed rigorous exams and meet state requirements. Check for relevant experience in your industry, additional certifications like CFA or CMA, and membership in professional organizations like the AICPA. Verify their credentials through state licensing boards.

How do I find a CPA in my area?

Use online directories like the AICPA, CPAverify, or state CPA societies. Search platforms like Yelp or Google for local CPAs with reviews. Ask for referrals from business associates, friends, or financial advisors. Local chambers of commerce can also provide recommendations.

What’s the difference between a CPA and an accountant?

A CPA is a licensed professional who has passed the CPA exam and met state requirements for education and experience. An accountant may lack this certification and could have varying levels of expertise. For complex tasks like tax audits or financial reporting, a CPA is typically more qualified.

How do I know if a CPA specializes in my needs?

Ask about their experience with your specific financial needs, such as tax preparation, small business accounting, or estate planning. Review their website or LinkedIn for case studies or client testimonials. Inquire about their client base to ensure they handle similar financial situations.

Should I check a CPA’s reviews before hiring?

Yes, reviews provide insight into a CPA’s reliability, communication, and performance. Check platforms like Google, Yelp, or the Better Business Bureau for client feedback. Look for patterns in reviews, but verify their authenticity, as some may be biased or outdated.

How can I verify a CPA’s license?

Visit your state’s Board of Accountancy website or use CPAverify.org to check a CPA’s license status. Confirm their license is active and check for any disciplinary actions or complaints. This ensures they’re in good standing and meet professional standards.

What questions should I ask during a CPA consultation?

Ask about their experience with your financial needs, fee structure, availability, and communication style. Inquire how they handle tax filings, audits, or financial planning. Ask for references or examples of similar work to assess their expertise and fit.

How much should I expect to pay for a CPA’s services?

Fees vary based on location, services, and complexity. Basic tax preparation may cost $150-$500, while business accounting or audits can range from $1,000 to $10,000+. Request a detailed fee structure upfront and compare quotes from multiple CPAs.

Can I work with a CPA remotely?

Yes, many CPAs offer remote services through secure online platforms for document sharing and virtual consultations. Ensure they use encrypted tools for data security. Remote CPAs can be effective if they understand your local tax laws or business regulations.

How do I assess a CPA’s communication skills?

During consultations, evaluate their ability to explain complex financial concepts clearly. Ask sample questions about taxes or financial strategies and note their responsiveness and clarity. Good communication ensures you understand their advice and fosters a productive relationship.

What red flags should I watch for when screening a CPA?

Beware of CPAs who guarantee specific tax refunds, lack a valid license, or have disciplinary actions on record. Avoid those with poor communication, vague fee structures, or negative reviews highlighting unethical behavior. Always verify their credentials independently.

Should I choose a CPA from a large firm or a solo practitioner?

Large firms offer more resources and specialized teams but may charge higher fees. Solo practitioners often provide personalized service and lower costs but may have limited availability. Choose based on your needs, budget, and preference for personalized attention.

How often should I meet with my CPA?

For individuals, annual meetings for tax preparation may suffice. Businesses may need quarterly or monthly check-ins for bookkeeping, tax planning, or financial reporting. Discuss your needs upfront to establish a meeting schedule that aligns with your financial goals.

Can a CPA help with both personal and business finances?

Yes, many CPAs handle both, but confirm their expertise in both areas. Ask about their experience managing personal taxes and business accounting simultaneously. Ensure they can balance both without compromising attention to your specific financial needs.

What should I do if I’m not satisfied with my CPA?

Discuss concerns directly with your CPA to resolve issues. If unresolved, check your contract for termination terms. Seek a new CPA by researching reviews, credentials, and referrals. Request your financial records to ensure a smooth transition to a new professional.

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