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.

We Provide these Services

Tax Services

  • 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

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

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

~ As Well As ~

Cash Flow & Budgeting Analysis

Audit Services

Financial Forecasting

Business Succession Planning

Estate & Trust Tax Preparation

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.

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

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.

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 and have received a "clean opinion" each time. 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.

IRS W-4

This form helps determine federal tax withholding.

IRS W-9

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

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.

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.

US Citizenship and Immigration Services

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

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.

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).

Federal Citizen Information Center

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

QuickBooks

QuickBooks is the most popular accounting software for individuals, small businesses and non-profit organizations.

American Institute of Certified Public Accountants (AICPA)

The AICPA is the national professional organization for Certified Public Accountants in the United States since 1887.

California Society of Certified Public Accountants (CALCPA)

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

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