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

Payroll

Vacation, Sick, and Personal Day Accruals • Tax Reporting and EFTPS Deposits • W2, W-3, and 1099 Preparation • Ad Hoc Services

Tax

Tax Preparation • Tax Planning • IRS Audit Representation • Tax Problems

QuickBooks

QuickBooks Set-up • QuickBooks Training • QuickBooks Tune-up • QuickBooks Answers •

Advisory

New Business formation • Internal Controls • Reviews and Compilations

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

  • Kate patiently and fully answered all of our questions, and had a some specific recommendations for us that would increase our tax refund for next year. She is professional, friendly, and keeps everything simple.

    -- Martin F.

  • Howard was an absolute pleasure to work with: professional, courteous, and friendly.

    -- Diane T.

  • Howard is competent, approachable, efficient, and delightfully personable. He always makes time to address my questions in a very timely manner.

    -- Robert S.

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