Business Details
10 Years
experience
Your Trusted Accounting Partner in Burbank, CA
At Server & Associates, we are a family-owned accounting practice dedicated to delivering personalized, high-quality financial services. With decades of combined experience, our team specializes in tax preparation, planning, bookkeeping, and advisory services tailored to individual and business needs. We pride ourselves on adaptability, staying ahead of evolving tax codes to ensure compliance while maximizing savings.Our responsive approach ensures timely service, and our commitment to transparency fosters trust with clients. We prioritize hands-on relationships, offering secure handling of sensitive information and leveraging technology like our client portal for seamless document management. Our goal is to provide value beyond cost, combining expertise with a client-centric philosophy to build long-term partnerships.
Services
Tax Preparation
Tax Planning
Bookkeeping
Payroll Services
Estate Planning
IRS Audit Representation
Pension Planning
City Business Tax
Details
- Year established: 2016
Highlights and features
- We offer decades of experience in tax and accounting services.
- Our team provides personalized, hands-on client support.
- Proactive tax planning maximizes savings and compliance.
- Secure client portal for easy document management.
- Proven track record with 100s of satisfied clients.
What people say
Top tier service
Knowledgeable explanations
Timely communication
Proactive updates
Save money
Services
Tax Preparation
Our tax preparation service ensures accurate, compliant filings tailored to individual and business needs. We identify deductions and credits to minimize liability while adhering to evolving tax laws. Clients benefit from secure document uploads and timely submissions, with expert guidance to simplify complex returns.
Tax Planning
Proactive tax planning helps clients legally reduce long-term liability through strategic financial decisions. We analyze income, investments, and business structures to optimize savings, offering ongoing advice to adapt to regulatory changes and life events.
Bookkeeping
We maintain precise financial records, including bank reconciliations, profit/loss statements, and cash flow tracking. Our bookkeeping ensures businesses stay organized for audits, tax season, and operational decision-making, supporting long-term financial health.
Payroll Services
Our payroll solutions handle tax withholdings, compliance reporting, and timely payments for businesses of all sizes. We streamline processes to meet federal, state, and local regulations, reducing administrative burdens and error risks.
IRS Audit Representation
We provide expert representation during IRS or state tax audits, ensuring proper documentation and communication. Our proactive approach minimizes penalties and resolves disputes efficiently, offering peace of mind during stressful situations.
People
Rick Server
Founder/Managing Partner
Certified Public Accountant with over 20 years of experience. Specializes in individual and business taxation, offering strategic solutions to maximize savings. Holds an Enrolled Agent license for IRS representation. Committed to personalized client service.
Eric Server
Founder/Partner
30+ years in accounting, transitioning from entertainment to finance. Expertise in diverse industries, including law, real estate, and education. Focuses on building long-term client relationships through tailored financial strategies and proactive advice.
Colleen Server
Operations Manager
Integral to daily operations, ensuring smooth client interactions and administrative efficiency. Combines organizational skills with a client-focused approach to support the firm's growth and service excellence.
Questions
What accounting services do you offer?
We provide tax preparation, planning, bookkeeping, payroll, estate planning, IRS audit representation, and business tax services.
How are you different from other firms?
We combine decades of experience with personalized service, prioritizing client education and proactive strategies for optimal outcomes.
How does tax preparation work?
Clients submit documents via our secure portal; we handle filings, deductions, and compliance to minimize liability.
Are your fees transparent?
Yes, we discuss costs upfront with no hidden fees, ensuring clarity on services and pricing.
Do you offer tax planning?
Yes, we provide year-round planning to legally reduce tax liability and optimize financial strategies.
