Daitz, Burke & Harrison CPAs, LLP
We are small firm serving clients with value and dedicated attention.
Our clients are various small businesses, medical practices and individuals. We focus on tax consulting, tax preparation and wealth building. Our firm assists the small business owner by providing accounting support, strategies on increasing revenue and controlling expense. The key to our success is the relationships that we hold. We cultivate year-round, on-going relationships with our clients. Our relationships are built on trust, continued service and a commitment to the long-term success of all our clients.
Our Services
Individual Tax Preparation and Consulting
We provide proactive tax planning and help create long term tax strategies. We want to avoid any end of year surprises. In addition, we provide family wealth planning, estate and gift planning. We also assist with communications from the IRS or other taxing authorities.
Business Tax Preparation and Consulting
We work closely with our clients throughout the year. We provide proactive tax planning to help manage tax liabilities. Our professional network includes financial advisors, retirement specialists, and payroll representatives. We have a collaborative approach in servicing our clients.
Business Entity Selection/New Business Formation
Starting a new business is an exciting time. Let us help you determine which type of entity makes sense to you from not only a tax standpoint but also an operational stand point. We work with attorneys and other professional to make sure you are successful from the start.
Accounting/Bookkeeping Support and Training
We provide ongoing support throughout the year in order to help our clients have up-to-date and accurate financial information. We want our clients to be able to focus on running their business not worrying about their accounting.
QuickBooks Support and Training
We assist clients in selecting the correct accounting package. From the initial set up to training of your staff, we can assist in all aspects of the QuickBooks accounting implementation.
General Business Consulting
We want our clients to be successful so we are available to help in whatever they may need. We encourage communication throughout the year so that we are able to identify areas and provide assistance.
Cash Flow Planning and Management
We can help analyze your operations and cash flows and provide advice on issues such as cost reductions, improving efficiencies, debt refinancing and other cash flow issues.
Sale/Purchase of Business
We bring a seasoned, objective perspective to the stressful process of buying or selling a business. With numerous years of experience, we are able to advise of the structure of the deals, provide ideas, assist in due diligence and discuss tax implications.
Meet Our Team
Robert A. Daitz
CPA
Rob is the founder and Senior Counsel of the firm. Rob has numerous years assisting high net-worth individuals and small business owners in nearly every aspect of their tax and accounting needs. Rob also assists clients with business acquisitions, expansion, financing, sale transactions and succession planning.
Katherine Burke
CPA
Kathy has a long history of working in the accounting industry. She is skilled in tax preparation, audit assistance, QuickBooks and other accounting software support. Kathy works with high net-worth individuals assisting in their tax and planning needs. Kathy assists businesses with month-end close, quarterly review and tax planning.
Kathleen Harrison
CPA
Katie is an experienced tax practitioner with over 15 years with two large regional firms prior to joining Daitz, Burke & Harrison, LLP as a partner. Katie has experience in a wide variety of accounting and tax matters across numerous industries. Katie primarily works with closely-held businesses and their owners to support their accounting and tax needs.
