B & A Financial Services
Tax Services
Why pick this one
B & A Financial Services prepares individual and business tax returns and has over 25 years of financial-services industry experience.
Best for
- Individuals needing tax return preparation
- Businesses needing tax return preparation
- Small businesses needing payroll services
- Small businesses needing bookkeeping
- Clients seeking tax preparation alongside retirement, insurance, or estate planning
Specialties
- Individual tax return preparation
- Business tax return preparation
- Income tax planning
- Small-business payroll services
- Small-business bookkeeping
Certifications
- Richard Burton is a licensed life, accident, and health insurance agent
- Richard Burton is a tax accountant
- Richard Burton is a licensed loan officer
- Mary Burton is a licensed life, accident, and health insurance agent
- Mary Burton is a licensed property and casualty insurance agent
- Mary Burton is a tax preparer
What makes them different
- Over 25 years of experience in the financial services industry
- Tax preparation is available for individuals and businesses
- Payroll and bookkeeping services are designed for small-business clients
- The firm combines tax preparation with insurance, retirement, estate, and money-management services
- Richard Burton holds a BS in Electrical Engineering from Clemson University and graduated from the College for Financial Planning in 2012
Distilled from this business's own website.
Contact & Location
- Address
- 3805 University Dr Ste B, Durham, NC 27707-6206
- Phone
- 19192862726
- Website
- http://www.onestopfinancialcenter.com
Services
- Tax preparation
- Income tax planning
- Accounting services
- Payroll services
- Bookkeeping
- Insurance planning
- Retirement planning
- Estate planning
- Money management
- Resource planning