Individual and Business Tax Preparation

Daventry Burroughs, MBA, Tax Professional

Areas of Service

Burroughs Tax LLC provides an extensive list of tax services for individuals and businesses with the main goals of: maximizing tax efficiency, resolving tax issues and educating clients on their personal and business taxes.

    • Gather all personal income related documentation.

    • Prepare Form 1040. U.S Individual Income Tax Return.

    • Review all credits and deductions available to the client.

    • Determine whether the client will owe taxes or receive a refund.

    • File the client’s tax return.

    • Gather all business income related documentation.

    • Prepare Schedule C. Profit and Loss From Business.

    • Review all credits and deductions available to the business.

    • Determine whether the business will owe taxes or receive a refund.

    • File the client’s tax return.

    • Prepare Form 1065 U.S. Return of Partnership Income.

    • Prepare Schedule K-1.

    • File Form 1065 and copies of the K-1 Forms.

    • File state tax returns.

    • File personal tax returns.

    • Providing professional advice and guidance on various tax-related matters to ensure compliance with tax laws, optimize financial decisions, and minimize tax liabilities.

    • Provide individuals, businesses, and organizations with strategic advice on navigating complex tax regulations.

    • Creating a personalized financial strategy to optimize the client’s personal or a business financial situation with the goal of minimizing their tax liability. The primary objective is to arrange financial affairs in a way that ensures compliance with tax laws while taking advantage of available deductions, credits, and exemptions to reduce the overall tax burden.

About me…The Owner. The Operator

Dedicated and driven, Daventry Burroughs is a seasoned finance professional with a passion for expanding knowledge and contributing to both career success and community engagement. Armed with effective oral and written communication skills, he is recognized for strong strategic planning and management capabilities. Daventry started Burroughs Tax LLC in 2018 and has been providing outstanding services to clients since inception.

Daventry began his professional journey as a Staff Accountant at KB Parrish LLP & Co where he honed skills in tax return preparation and audit assistance. Currently, Daventry has assumed the role of Controller for a charter school based out of Indiana. In this capacity, he orchestrates the monthly preparation of financial statements for various regions of the organization. Daventry collaborates closely with the CEO and CFO , playing a pivotal role in creating and maintaining continuous improvement for the Finance structure and team.

Previously, Daventry has served in a multitude of roles such as Assistant Controller and Director of Finance. His responsibilities have ranged from overseeing the general accounting function, ensuring compliance with Form 990 and US GAAP, managing multi million dollar asset accounts, while meticulously preparing and reviewing monthly, quarterly, and annual reconciliations.

Beyond professional pursuits, Daventry aspires to make a positive impact in his community, embodying a holistic approach to success. With a career marked by leadership, financial acumen, and a commitment to continuous improvement.

  • Master of Business Administration: Finance Concencentration

  • Bachelors of Science: Accounting

  • Certified Lean Six Sigma Yellow and Green Belt

  • Certified Nonprofit Accounting Professional

FAQs

  • At this moment Burroughts Tax LLC does not prepare corporate tax returns.

  • Yes, Burroughs Tax LLC will contact the tax authorities on your behalf.

  • Burroughs Tax LLC does not provide Bookkeeping services.

  • Yes, here at Burroughs Tax LLC we will help assist you with delinquent tax filings.

  • You can check the status of your tax return using the following link.

  • You can check the status of your amended return using the following link.

  • To update your Form W-4 Employee Withholding please use the following link.

Contact us.

To set up an appointment to discuss the preparation of your personal or business taxes please fill out the inquiry card.