Burkhart Peterson Financial Services
Explore the services we offer to meet your needs.
| Retirement Planning | Guidance to help you plan for a secure and comfortable retirement. | |
| Tax Strategies for Retirement | Support in optimizing your taxes during retirement. | |
| Wealth Management | Resources to help you grow and manage your wealth effectively. | |
| Insurance Consulting | Assistance in understanding and selecting insurance policies. | |
| Elderly Planning | Support for financial planning related to elderly care. | |
| Trust Formations | Help with setting up trusts for estate planning. | |
| Estate Tax Planning | Guidance to minimize estate taxes through proper planning. |
Testimonials
We have helped thousands of clients resolve their tax issues. Here are just a few of their stories.
I had accumulated tax liabilities due to the IRS of approximately $70,000 for which the IRS had filed Federal Tax Liens against me. Burkhart, Peterson & Company represented me before the IRS, resolved the tax liabilities, secured Release of Federal Tax Liens on my behalf, and assisted me in getting those Releases reflected on my credit reports.
Anthony L.
Lake Ozarks, MO
When I came to Burkhart, Peterson & Company, I had a number of unfiled income and payroll tax returns. After getting all my tax returns prepared and filed, I had a total tax debt of more than $200,000. Burkhart, Peterson & Company helped me get back on track with my current-year tax obligations and then negotiated a full and final settlement of my tax liabilities through the IRS’s Offer-In-Compromise program for a small fraction of what I had actually owed.
Dale S.
Jefferson City, Missouri
We hired MULTIPLE tax attorneys and consultants to address our tax problems over the years, but each of them had failed to settle out our tax liabilities for an affordable amount, as promised. When we came to Burkhart, Peterson & Company, we were advised that our federal tax liabilities were scheduled to legally expire within a reasonable amount of time. Burkhart, Peterson & Company represented us before the IRS and then got our tax balances entirely eliminated after the Collection Statute Expiration Date (CSED) had passed. We didn’t have to pay the taxes, penalties, interest, OR any settlement amount!
Gennady F.
Beverly Hills, CA
My former spouse had his own business. While we were married, we had filed “married filing joint” tax returns. After the returns were filed, the IRS audited his business and made changes to our joint tax returns, thus making me liable. Burkhart, Peterson & Company represented me before the IRS. They filed a Request for Innocent Spouse Relief and their subsequent negotiations resulted in the IRS forgiving the taxes against me and agreeing to only pursue my former spouse for the additional tax assessments.
Sheilah B.
Lawrence, KS
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