Watch Now:
Info Session: Burney Tax Advisors

- 00:00 - Introduction & Agenda
- 01:50 - About Burney Tax Advisors
- 10:06 - How We Work With Clients: Proactive Tax Planning
- 13:40 - How We Work With Clients: Tax Preparation & Filing
- 17:37 - How to Get Started
- 25:16 - Q&A
During our Burney Tax Advisors Info Session, we shared about how Burney Tax Advisors is addressing common pain points that people experience with traditional CPAs.
Hosted by:
- Adam Newman, CFA, CFP®, MT, RICP®
- Rhonda Collins, CPA
If you have any questions or are interested in talking to our team about taking action steps discussed in this webinar, please contact us at info@burneywealth.com.
Advisory services are offered through the Burney Company, an investment adviser registered with the U.S. Securities & Exchange Commission. Registration as an investment Adviser does not imply a certain level of skill or training.

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Learn more about Burney Tax Advisors and how you can navigate the upcoming tax season confidently with strategic tax planning and seamless preparation.
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