Burkett Burkett & Burkett Certified Public Accountants, P.A.

What Burkett Burkett & Burkett Certified Public Accountants, P.A. does

Burkett Burkett & Burkett Certified Public Accountants, P.A. is a privately held regional accounting firm headquartered in West Columbia, South Carolina, founded in 1976 and operating a second office in Rock Hill, SC. The firm provides a diversified suite of professional services to individuals and businesses, organized across seven core service lines: Tax Planning & Compliance, Estate & Trust Services, Audit & Assurance, Business Valuation, Litigation Support, Business Advisory Services, and Fraud Examination. A wholly-owned affiliated entity, Burkett Financial Services, extends the offering into fee-only registered investment advisory and wealth management (investments, tax, estate, insurance, retirement, and education planning) on a nationwide basis. The firm is a member of BDO Alliance USA, which gives it access to national accounting and consulting resources while preserving local autonomy. Headcount is reported in the 101-250 range, and partner-level staff hold specialized credentials including CPA, ABV (Accredited in Business Valuation), CFE (Certified Fraud Examiner), and CA, supporting higher-margin specialty lines such as forensic and valuation work.

The business model is a traditional professional services fee-for-engagement model. Revenue is generated through hourly and project-based fees for accounting, tax, advisory, audit, valuation, and litigation support engagements, supplemented by recurring annual tax and compliance work. Pricing uses fee minimums for entry-level tax and accounting services for new clients, with custom engagements scoped on contact, and a multi-year contract cadence is indicated. Customer segments are horizontal and split between individual clients (tax, estate, wealth planning) and businesses of all sizes (tax, audit, valuation, advisory, fraud examination). The go-to-market is sales-led and relationship-driven, supported by a substantial content marketing footprint (400+ educational articles), an active company news feed, social media presence on Facebook and LinkedIn, community events, and earned media such as executive appearances on WLTX News 19. The firm has accumulated sustained regional recognition, including multiple "State's Best Accounting Firm" awards (2020, 2021, 2024, 2025), a 2022 IPA Top 500 U.S. Accounting Firms designation, a 2019 Greater Lexington Chamber Large Business of the Year award, and a 2023 NASBA Public Service Award to founder Donny Burkett. Technology is described as "technologically-advanced processes" with no disclosed proprietary platform; the firm relies on standard professional accounting tooling, including QuickBooks Pro Advisor credentials among staff.

Name

Burkett Burkett & Burkett Certified Public Accountants, P.A.

Legal name

Burkett Burkett & Burkett Certified Public Accountants, P.A.

Website

https://burkettcpas.com

Company type

Private

Founded year

1976

Operating status

Operating

Headcount range

101–250 employees

Short description

Burkett Burkett & Burkett is a South Carolina CPA firm providing tax, audit, business valuation, litigation support, fraud examination, and advisory services to individuals and businesses. Founded in 1976, it operates two SC offices, is a BDO Alliance USA member, and has an affiliated wealth management RIA.

Ownership category

akta.pro rank

Product category

Professional Accounting & Tax Services

NAICS

Offices of Certified Public Accountants (541211), Trust, Fiduciary, and Custody Activities (523991), Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Financial Reporting & Technical Accounting Advisory (GAAP/IFRS) (BPAHABAF)

akta.pro secondary industries

Trust Administration & Fiduciary Accounting Services (FSAAANAF), Fee-Only Advisory (FSAEAAAL)

Keywords

• Professional accounting services
• Tax planning compliance
• Audit assurance services
• Business valuation advisory
• Litigation support services

Headquarters

HQ city

Rock Hill

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Professional Accounting and Tax Services: CPA firm providing comprehensive accounting and tax services to individuals and businesses, including tax planning, compliance, audit and assurance, business valuation, litigation support, fraud examination, and business advisory services.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels6 records

Core offering

Burkett Burkett & Burkett Certified Public Accountants, P.A. is a South Carolina-based CPA firm delivering professional accounting, tax, audit, advisory, valuation, litigation support, and fraud examination services to individuals and businesses. The firm also operates an affiliated Registered Investment Advisor (Burkett Financial Services) providing fee-only fiduciary wealth management and financial planning across the nation. Services are delivered through two physical offices in West Columbia and Rock Hill under a direct, relationship-driven professional services model.

Product overview

Burkett Burkett & Burkett Certified Public Accountants, P.A. is a traditional CPA firm offering a comprehensive suite of professional accounting and financial services. The firm operates as a unified portfolio of eight core service lines: Tax Planning & Compliance, Estate & Trust Services, Audit & Assurance Services, Business Valuation, Litigation Support, Business Advisory Services, and Fraud Examination. The firm also has an affiliated entity, Burkett Financial Services, which provides registered investment advisory and wealth management services. The services are delivered through two South Carolina office locations in Columbia and Rock Hill.

Differentiator

Problem solved

Functional benefit

Products and services

• Tax Planning & Compliance Tax planning and compliance services including preparation of individual and business tax returns, tax planning strategies, and guidance on federal and state tax legislation for individuals and businesses.
• Estate & Trust Services Estate and trust planning services including trust administration, estate tax planning, and inheritance guidance for individuals and families.
• Audit & Assurance Services Audit and assurance services providing independent examination of financial statements and internal controls for businesses.
• Business Valuation Business valuation services for mergers, acquisitions, succession planning, and litigation support.
• Litigation Support Litigation support and forensic accounting services for legal proceedings and dispute resolution.
• Business Advisory Services Business advisory and consulting services including accounting advisory, financial planning, and strategic guidance for businesses.
• Fraud Examination Fraud examination and forensic accounting services to detect, investigate, and prevent financial fraud.
• Burkett Financial Services Registered Investment Advisor affiliated with the firm offering wealth management and comprehensive financial planning including investment management, income tax planning, estate planning, insurance, retirement planning, and education planning for clients nationwide on a fee-only, fiduciary basis.

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Three partnerships are on record, tiered core and minor.

• BDO Alliance USAcoreStrategic or Co-development PartnerIndependent member of BDO Alliance USA, a nationwide association of independently owned local and regional accounting, consulting and service firms. Provides access to national resources and expertise while maintaining firm autonomy and local client relationships.
• Burkett Financial ServicescoreStrategic or Co-development PartnerAffiliated Registered Investment Advisor (RIA) focusing on wealth management and comprehensive financial planning. Serves clients across the nation as fee-only, fiduciary advisors managing investments, income tax, estate planning, insurance, retirement, education planning.
• The Blood ConnectionminorOthersCommunity partnership for hosting blood drives. Firm hosts community blood drive events in partnership with The Blood Connection.

Scale indicators2 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Elliott Davis: Regional accounting and advisory firm headquartered in Greenville, SC with similar Carolinas footprint, multi-line service portfolio (audit, tax, advisory), and Top 500 standing. Most directly comparable on geography, scale, and service mix.
• Doeren Mayhew: Top 100 U.S. accounting and advisory firm with multi-state regional presence and comparable service lines (tax, audit, business valuation, litigation support, advisory). Similar size and growth-stage profile.
• Cherry Bekaert: Top 30 U.S. accounting and advisory firm with strong Southeast presence offering tax, audit, advisory, and wealth services. Comparable as a mid-tier national competitor competing for the same Carolina mid-market clients.
• GreerWalker: Charlotte-based CPA and advisory firm with similar service breadth (tax, audit, business valuation, litigation support). Competes for the same Rock Hill/Charlotte corridor mid-market clients and is closely matched on size.
• Whitley Penn: Top 100 U.S. accounting firm offering tax, audit, advisory, and litigation support with similar size and multi-office regional model. Comparable in service mix, including specialized valuation and forensic practices.
• Forvis (formerly Dixon Hughes Goodman): Top 10 U.S. accounting firm formed via the DHG merger with BKD, with deep Carolina roots. Competes head-to-head for mid-market audit, tax, and advisory work in the same geography.

Broad incumbents

• CliftonLarsonAllen (CLA): Top 10 U.S. accounting firm with strong mid-market focus and broad service portfolio. Overlaps with Burkett in audit, tax, advisory, and wealth services for similar client profiles, but operates at significantly larger scale.
• RSM US: Top 5 U.S. accounting firm focused on middle-market clients with audit, tax, and consulting services. Competes for larger mid-market engagements in the Carolinas and provides the same alliance-style national capability.
• BDO USA: Parent organization of the BDO Alliance USA network that Burkett belongs to. Larger-scale national platform providing methodology, referral flow, and technical resources to alliance members; competes in overlapping geographies.

Regional players

• Scott & Company LLC: Columbia, SC-based CPA firm offering audit, tax, and advisory services. Direct local competitor in Burkett's Columbia/West Columbia home market with similar client base of small and mid-sized businesses.

Market position

Strengths1 record

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Key highlights7 records

Customer concentration

• Facebookfacebook.com/BurkettCPAs
• LinkedInlinkedin.com/company/burkett-burkett-&-burkett-certified-public-accountants-p-a-

Revenue estimate

Valuation estimate

Number of profiles

Profiles8 records

Subsidiaries1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Burkett Burkett & Burkett Certified Public Accountants, P.A.