Profile
The Dual Advantage: Attorney & CPA in One
Paul H. Burgess & Co., Attorney-CPAs offers a powerful combination of legal and accounting expertise to individuals and businesses in Tulsa. Founded by Paul H. Burgess, who has been a Certified Public Accountant since 1985 and an attorney since 1993, the firm provides a holistic approach to financial health. This dual qualification allows the firm to handle complex tax matters that require both the analytical skills of an accountant and the advocacy skills of a lawyer. Whether you are facing an IRS audit or planning a business merger, Paul Burgess brings a 360-degree perspective to your case.
Integrated Tax and Legal Services
The firm bridges the gap between tax preparation and legal defense, ensuring that clients are protected on all fronts.
- Tax Controversies: Representing clients in IRS audits, appeals, and before the U.S. Tax Court to resolve disputes and collections issues.
- Tax Planning & Preparation: leveraging deep knowledge of the tax code to minimize liability for individuals and businesses.
- Business Law: Organizing LLCs and corporations, handling mergers and acquisitions, and drafting contracts.
- Estate Planning: creating wills and trusts that are tax-efficient and legally sound.
- Accounting Systems: designing and implementing financial systems for small to medium-sized businesses.
Experienced Guidance
Paul Burgess is a member of the American Academy of Attorney-Certified Public Accountants, a testament to his commitment to maintaining the highest standards in both professions. He is known for his newsletter, which keeps clients informed on the latest changes in tax law. With decades of experience, he has the unique ability to ”exclude, defer, and reduce” taxes through strategic legal planning.
Located in SoBo
The firm’s office is situated on South Boston Avenue in the vibrant SoBo (South Boston) district, just south of downtown Tulsa. This location offers the convenience of downtown without the congestion. Clients appreciate the firm’s small-firm atmosphere where they receive direct attention from experienced professionals who understand the nuances of both the legal and financial worlds.
Get the best of both worlds. Contact Paul H. Burgess & Co. today for comprehensive tax and legal support.
Specializing In
IRS Audits, Tax Court Litigation, Business Formation, Tax Planning
Address & Location
1619 S Boston Ave, Tulsa, OK 74119, USA
Building Location
The office is located in a standalone professional building on the east side of S Boston Ave, just south of E 16th St. It is situated in the SoBo (South Boston) District, a revitalized area known for its historic architecture and proximity to downtown.
Suite Access
Entrance is at street level, providing easy access for all clients.
Parking Details
Private parking is available in the lot behind the building and metered street parking is available on Boston Ave.
Public Transit
The office is served by Tulsa Transit, with stops available on nearby S Main St and S Boston Ave.
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