Full Service Firm
We build strategies, systems, and structures to help clients maintain accurate records, meet current financial obligations, comply with tax reporting requirements, plan for the future, and maximize wealth accumulation.
Small Business Accounting
Bookkeeping • Bank Reconciliation • Financial Statement Preparation • Individual Consultation
QuickBooks
QuickBooks Set-up • QuickBooks Training • QuickBooks Tune-up • QuickBooks Answers •
Non-profit
Tracking Systems • Payroll • Financial Statements • 990 and 990T Prep • File Tax-exempt
About
Our relationships with clients extend beyond financial recordkeeping and reporting. We understand the dynamics that affect their personal and professional lives. We listen to their goals and dreams. We work collaboratively to develop plans that transform ambitions into reality.
Kate H. Johnson, CPA
Managing Partner
Kate began working with Howard Burtis in 2005, starting her accounting career as an administrative assistant. She worked through positions of increasing responsibility including office manager, accounting associate, and staff accountant. In 2020 she earned her name on the firm as a partner with Burtis & Johnson and assumed the role of Managing Partner in 2021. She is licensed as a Certified Public Accountant in Connecticut and in addition to income tax preparation, Kate is also experienced in providing forensic accounting services for divorce and other family matters.
Howard D. Burtis, CPA
Founder and Managing Partner
Howard established himself in 1990 as a Sole Practitioner in Danbury, where he became well-respected in the community. He was a graduate of Drexel University and his experience included a portion of his career with a Fortune 500 company on a worldwide basis. He was licensed as a Certified Public Accountant in Connecticut and was an active member in the Connecticut Society of Certified Public Accountants, participating in both the Tax and Technology areas. He focused primarily on small to medium, closely held businesses and Individual Federal & State Income Tax Preparation.
On a personal note, Howard visited 17 different countries and surfed Hawaii. Travel included trips to Australia, Hong Kong, Singapore, England, France, Germany, Japan, India, and many others.
Howard passed unexpectedly in 2021 and remains greatly missed.
Industries Served
Associations • Attorneys • Consultants • Contractors • Dealerships • Dentists • eCommerce • Real Estate and Rental Properties • Physicians • Retail Stores • Restaurants • Schools • Social Service Agencies • Insurance Agencies • Nonprofits
Contact Us
Let's discuss your situation so that we may understand your objectives and determine whether we have the ability to provide service and value.
Call (203) 790-6036