Burton

What Burton does

Burton CPA Firm, P.A. is a regional public accounting firm headquartered at 545 East Pass Road in Gulfport, Mississippi, founded in 2003 by Dan Burton. The firm delivers traditional professional accounting and tax services to small businesses, individuals, and seniors on the Mississippi Gulf Coast, organized across three practice areas: tax preparation and planning (individual and corporate, including IRS and state tax audit representation, real estate tax planning, and a tax & audit protection program); business services (bookkeeping, payroll, new business formation, asset protection, audits and reviews, economic damages/forensic accounting, and business valuation); and specialized services (elder care financial management and estate planning and administration).

The firm operates as a professional association with eight staff, including two licensed CPAs (Dan Burton and Melissa Burton), an accounting director, three bookkeepers, a client communications and marketing lead, and a receptionist. The firm uses standard accounting and tax preparation software for service delivery, with no proprietary technology platform, software product, or AI capabilities disclosed. Revenue is generated through consultation-based, fee-for-service engagements that are project-based or recurring across the three practice lines. Pricing is quote-based rather than tiered, with clients engaging the firm via phone, email, or in-person consultation.

Customer acquisition relies primarily on the Dave Ramsey Endorsed Local Provider (ELP) referral program, which delivers qualified leads from a national audience of listeners seeking financial guidance, complemented by organic search, Google reviews, Facebook engagement, and word-of-mouth referrals within the regional Gulf Coast market. The firm is privately held and closely held by its founding CPA principals, with no external investment, no parent company, no subsidiaries, and a single office location in Gulfport.

Name

Burton

Legal name

Burton CPA Firm, P.A.

Website

https://burtoncpafirm.com

Company type

Private

Founded year

2003

Operating status

Operating

Headcount range

1–10 employees

Short description

Burton CPA Firm, P.A. is a Gulfport, Mississippi-based CPA firm founded in 2003, providing tax preparation, bookkeeping, payroll, business valuation, estate planning, and elder care services to small businesses, individuals, and seniors on the Mississippi Gulf Coast.

Ownership category

akta.pro rank

Headquarters

HQ city

Gulfport

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

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

Revenue model

1. Professional Accounting Services: Professional services revenue from bookkeeping, payroll processing, financial statement preparation (audits, reviews, agreed-upon procedures), and business valuation services. These are recurring or project-based engagements for small businesses.
2. Tax Preparation and Planning Services: Individual and corporate tax preparation, tax management planning, IRS and state tax audit representation, real estate tax planning, and tax & audit protection program services.
3. Specialized Financial Services: Elder care financial services, estate planning and administration, asset protection strategy development, and economic damages/forensic accounting services.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels4 records

Core offering

Burton CPA Firm, P.A. is a professional services firm that provides accounting, tax, and advisory services to small businesses and individuals. Its core offerings include individual and corporate tax preparation and planning, bookkeeping and payroll processing, financial statement audits/reviews, business valuation, new business formation assistance, asset protection, estate planning and administration, elder care financial services, and economic damages and forensic accounting, delivered through its team of CPAs out of its Gulfport, Mississippi office.

Product overview

Burton CPA Firm is a traditional accounting and financial services firm offering a unified portfolio of professional services organized into three main categories: Tax Services (including preparation, planning, audit representation, real estate tax planning, and tax protection), Business Services (including bookkeeping, payroll, new business formation, asset protection, audits, forensic services, and business valuation), and Specialized Services (including elder care and estate planning). The firm does not operate a software product but rather delivers professional CPA services through its team of accountants and advisors.

Differentiator

Problem solved

Functional benefit

Products and services

• Tax Preparation Individual and corporate income tax preparation services aimed at achieving the lowest legal annual tax bill, with returns reviewed and approved by senior management. Targeted at individuals and businesses on the Mississippi Gulf Coast.
• Tax Management Planning Proactive tax planning services to navigate potential tax pitfalls, with monitoring of tax legislation, regulations, and court rulings for effective tax planning for individuals and businesses.
• IRS and State Tax and Audit Representation Assistance with unpaid debts to federal and state tax agencies, including communication with tax authorities on behalf of clients facing IRS or state tax issues.
• Real Estate Tax Planning Tax planning services for real estate professionals and investors, including guidance on converting residences into rental properties.
• Tax and Audit Protection Program Bundled post-filing tax and audit services providing peace of mind for clients after their tax returns are filed.
• Bookkeeping General ledger and financial statement preparation, accounting system setup and support, and cash flow budgeting and forecasting for small businesses.
• Payroll Services Comprehensive payroll processing including payroll tax compliance to help small business owners focus on managing their business.
• New Business Start Up Services Assistance with business formation including Employer Identification Number applications, state and federal tax agency registrations, and bank account setup.
• Asset Protection Development and monitoring of asset protection strategies including retirement plans and insurance strategies for business owners.
• Audits, Reviews, and Agreed Upon Procedures Financial statement audits, reviews, and agreed-upon procedures engagements for clients requiring third-party assurance.
• Economic Damages and Forensic Services Calculation of economic damages for natural disasters, insurance disputes, and shareholder dissolutions, including data recovery services.
• Business Valuation Services Confidential, unbiased business valuation services performed in a defendable manner for owners and stakeholders.
• Elder Care Financial assistance for seniors including bill review, bank reconciliation, and household services coordination.
• Estate Planning and Administration Tax-efficient estate planning and probate administration services to help families navigate the courts and attorneys.

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• Dave Ramsey (ELG Enterprises)flagshipGTM or Marketing PartnerBurton CPA Firm is a Dave Ramsey Endorsed Local Provider (ELP). This endorsement is earned through their track record of success and commitment to customer service, not purchased. The partnership provides qualified referrals from Dave Ramsey's audience of listeners seeking financial guidance. The firm pays a fee to help cover program maintenance and employment costs.

Scale indicators3 records

Recent moves4 records

Expansion highlights2 records

Direct peers

• H&R Block: Large national tax preparation services firm serving individuals and small businesses. Comparable to Burton CPA Firm for the overlapping tax preparation and small business tax service offering, though H&R Block operates at vastly larger scale and through a retail/online channel.
• 1-800Accountant: Virtual-first accounting and tax services firm serving small businesses and individuals. Comparable to Burton across tax preparation, bookkeeping, payroll, and advisory services for the same SMB customer segment, with a competing delivery model (remote vs. in-person).
• Jackson Hewitt: National tax preparation franchise serving individual taxpayers and small businesses. Comparable to Burton's tax preparation and planning services for similar customer segments, though delivered through a franchise/retail model rather than a regional CPA practice.
• Liberty Tax: National tax preparation franchise serving individuals and small businesses. Comparable to Burton for the tax preparation service offering and small business/individual customer segments, though franchise-operated and focused heavily on tax rather than full CPA services.

Broad incumbents

• Eide Bailly: Large regional accounting and advisory firm with offices across the Midwest and Mountain West. Comparable to Burton for tax, audit, and business valuation service lines, but with significantly larger scale, multi-office footprint, and broader service portfolio.
• Carr, Riggs & Ingram (CRI): Large regional accounting and advisory firm with deep presence across the Southeast US. Comparable to Burton for tax, audit, business valuation, and forensic accounting services targeting similar SMB and individual clients, though delivered at much larger scale with multiple offices.

Emerging players

• Bookkeeper360: Tech-enabled bookkeeping, accounting, and CFO services firm serving small businesses. Comparable to Burton for ongoing bookkeeping, payroll, and advisory offerings to the same SMB customer segment, with subscription-based and software-augmented delivery.
• Bench (by Blueprint): Bookkeeping and accounting services platform for small businesses. Comparable to Burton for ongoing bookkeeping and financial statement preparation services, offered as a bundled subscription to the same SMB segment via a digital-first model.
• Pilot.com: Tech-enabled bookkeeping, accounting, and CFO services firm focused on startups and small businesses. Comparable to Burton for overlapping bookkeeping, payroll, and financial statement services, with a software-augmented delivery model targeting a different but adjacent customer profile.

Regional players

• Padgett Business Services: Network of locally owned accounting, tax, and payroll offices serving small businesses across North America. Comparable to Burton for the SMB-focused accounting, tax, and payroll service mix, but delivered through a franchise network covering broader geographies.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/pg/burtoncpafirm
• LinkedInlinkedin.com/company/burton-cpa-firm-p.a.

Revenue estimate

Valuation estimate

Number of profiles

Profiles8 records

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 Burton