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Tax Planning

Annual Tax Planner

The 2021-22 Burt CPA Tax Planning Guide is available for download. Please complete the form below.


The latest tax news and trends to help you grow your business. Topics include minimizing taxes, financial reporting, profitability and efficiency. 

Tax Alerts

Updates from the IRS and state tax agencies about tax compliance, filing dates, and new tax regulations.

Financial Calculators

Should I refinance my mortgage? Am I on-track with my retirement savings? How much do I need to save for my child’s college education? Use a these financial calculators to help achieve your goals.  

Easy reference for frequently used tax links for the IRS, Taxation and Revenue New Mexico, and Colorado Department of Revenue.