Brukhart Peterson & Co

In the "Nearby Lawyers" platform category, which facilitates connections between local users and essential professional services, it is important to acknowledge that while the platform name specifically references "Lawyers," the request is to introduce an accounting firm. Therefore, this introduction will focus on Brukhart Peterson & Co as a vital professional service provider within the local community, offering crucial accounting and financial services that are often intertwined with legal considerations, particularly in business and estate planning.

Brukhart Peterson & Co is a prominent accounting firm situated at 1603 Farnam St, Omaha, NE 68102, USA. This central Omaha location positions the firm conveniently for individuals and businesses across the metropolitan area, making it an accessible and reliable "nearby" resource for their financial needs. The address suggests a presence within a professional and potentially historic downtown Omaha environment, indicating an established firm. While specific details about the office's interior environment are not publicly available, a firm of this nature would typically maintain a professional, secure, and client-friendly atmosphere, designed to facilitate confidential discussions about financial matters. Clients can easily reach Brukhart Peterson & Co via phone at (402) 391-1010 or mobile phone at +1 402-391-1010, ensuring direct and efficient communication for consultations and ongoing service.

Brukhart Peterson & Co positions itself as a growing network of CPA firms and Tax Consulting firms. The leadership includes Berry Burkhart, CPA, and Donald Peterson, CPA, who serve as Co-CEOs. Both bring extensive experience to the firm, with Berry Burkhart, for instance, having worked in a CPA firm focusing on IRS and state representation services since January 1997, and later joining Donald Peterson in 2005 to form Brukhart Peterson. This history underscores a deep-rooted expertise in tax-related matters, particularly in navigating complex taxpayer problems and representing clients before the IRS and state authorities for over 25 years. This longevity and experience highlight their commitment to providing robust and reliable financial guidance.

The firm's philosophy is rooted in a commitment to "Value • Quality • Commitment • Personal Service." They pride themselves on offering a personal approach to accounting, ensuring that while they maintain expertise across a diverse range of services, clients still receive individualized attention. This personal touch is crucial in the accounting field, where financial situations are often unique and require tailored solutions. Brukhart Peterson & Co emphasizes its ability to exceed client expectations by utilizing up-to-date technology and creative tax solutions, adapting to the ever-changing economic climate. Their aim is to provide services that meet the specific requirements of each business, all while maintaining a local feel to their business relationships.

The core services offered by Brukhart Peterson & Co primarily revolve around tax and financial management for both individuals and businesses. These services typically include:

• Tax Return Preparation: This is a fundamental service, ensuring accurate and compliant filing for individuals and businesses. Their extensive experience with IRS and state representation suggests a particular strength in handling complex tax situations.
• Tax Consulting and Planning: Beyond preparation, the firm offers strategic advice to minimize tax liabilities and plan for future financial efficiency, utilizing their deep understanding of tax codes and regulations.
• Wealth Management: With CPAs also acting as Investment Advisors and Insurance agents, the firm is well-positioned to help clients with comprehensive financial and tax planning, including retirement planning, insurance, and investment strategies.
• Business Accounting Services: This can encompass a broad range of services vital for businesses, such as:
  
  • Month-end and year-end closings
  • Accounts payable and accounts receivable management
  • General ledger entries
  • Expense reporting compliance
  • Bank reconciliations
  • Payroll services
  • Bookkeeping
• IRS and State Representation: A key strength highlighted by Berry Burkhart's background, this involves representing taxpayers in dealing with the IRS and state tax authorities for issues such as levy and lien releases, offer-in-compromise (OIC) tax settlements, penalty abatements, tax audits, and other compliance problems.

A significant feature of Brukhart Peterson & Co is the integrated expertise offered by its co-CEOs. Donald Peterson, CPA, and Berry Burkhart, CPA, are both highly experienced professionals who bring diverse skill sets to the firm. For instance, Berry Burkhart's background specifically notes his expertise in representing taxpayers before the IRS and various state agencies for over 25 years, covering issues like unpaid taxes, wage garnishment, bank levies, unfiled tax returns, and even tax-related identity theft. This indicates a robust capability in handling challenging and sensitive tax problems.

The firm also appears to emphasize continuous improvement and client satisfaction. Job descriptions for positions within the firm, such as "Tax Preparer/Bookkeeper," indicate a strong emphasis on "commitment to excellence and high standards," "excellent written and oral communication skills," "strong organizational, problem-solving, and analytical skills," and "acute attention to detail." Furthermore, "customer service" is highlighted, with expectations to "manage difficult or emotional customer situations," "respond promptly to customer needs," and "solicit customer feedback to improve service." While these are internal operational values, they collectively contribute to the quality of service clients can expect.

Regarding promotional information, while specific discount offers or initial free consultations are not explicitly detailed for the Omaha location, the firm's overall mission statement and the background of its leadership serve as strong promotional points. The promise of "personal service," "expertise in a diverse range of services," and the utilization of "up-to-date technology" and "creative tax solutions" are inherent promotional appeals. The firm's long history in the field, with professionals like Berry Burkhart having over two decades of experience in tax representation, acts as a powerful testament to their reliability and capability. The availability of multiple contact points, including phone and mobile, also contributes to their accessibility.

In summary, Brukhart Peterson & Co, while not a law firm, fits within the broader context of essential professional services accessible through a "Nearby" platform. Located centrally at 1603 Farnam St, Omaha, NE, the firm offers comprehensive accounting and tax services for individuals and businesses. Led by experienced CPAs Berry Burkhart and Donald Peterson, the firm distinguishes itself through a commitment to personalized service, strategic tax planning, and robust representation in IRS and state tax matters. Their emphasis on quality, integrity, and leveraging modern technology ensures that clients receive tailored and effective financial solutions. For those in Omaha seeking expert assistance with tax preparation, financial planning, business accounting, or navigating complex tax issues, Brukhart Peterson & Co presents itself as a highly competent and reliable local partner.