We work with privately owned businesses that want reliable accounting, proactive tax support and experienced people they can call when something important comes up.
The relationship is the service.
We start by listening.
We try to understand your business, what matters to you, where things feel harder than they should, and what kind of help would actually be useful. From there, we do our best to give you the accounting, tax support and advice that fits your situation — without forcing you into a one-size-fits-all process.
Built for privately owned businesses.
We work mostly with business owners who want more than help at year-end.
They want someone who understands the business, helps keep the financial side organized, stays involved with taxes, and is available when questions or decisions come up. That often includes closely held businesses, service companies, trades, construction-related businesses and other established owner-operated companies.
Different businesses need different levels of support.
Premier
For businesses with greater complexity or owners who want a higher level of access, coordination and ongoing involvement.
One relationship. The pieces work together.
We do not look at accounting, tax, payroll and business advice as separate conversations.
They affect each other. Good accounting makes tax planning better. Tax decisions can affect cash flow. Payroll can create accounting and tax issues. Business decisions often touch all of it at once. Our job is to help connect those pieces so you do not have to sort through them on your own.
We listen.
We start by understanding your business and what you actually need.
We understand.
We look at how the accounting, tax and other pieces fit together.
We help.
Then we do our best to provide the level of support that makes sense for you.
Limited capacity by design.
We try to be thoughtful about the number of relationships we take on.
That gives us a better chance to know our clients, stay responsive, and be involved when something important comes up. It also means we may not be the right fit for everyone — and that is okay. We would rather be useful to the clients we serve than simply be bigger.
More connected when it helps.
Sometimes accounting, tax and wealth-management decisions overlap. When a client also works with Owen LaRue Financial Group, we can coordinate where it makes sense so the client is not left carrying information back and forth between separate conversations. The organizations remain separate, but the goal is simple: better communication when the issues are connected.
TEAM
Meet the people you’ll work with
Hank Burba
Team Leader Advisory Services
Works closely with business owners on accounting, tax, and the decisions that tend to overlap both.
Amanda King
Team Leader Accounting/Tax/Payroll
Helps clients keep the financial and tax sides of the business organized and moving in the right direction.
Dana Burba
Team Leader Tax Research/Planning
Brings a steady, practical approach to the questions that come up as a business grows.
Think we might be a fit?
Tell us a little about your business and what you are looking for. We will ask a few straightforward questions and give you an idea of the relationship and investment range that may fit. If it makes sense to continue, we will talk before deciding on final scope and pricing.
No long questionnaire. No automatic proposal.
Private Client Tax Advisory
For individuals and families whose investments, business interests, real estate, multiple states, trusts, or significant transitions require year-round tax judgment and careful annual preparation.