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Steve Burton
Works at Burton & Associates, CPA, PC
Attended California State University, Long Beach
Lives in Poulsbo, Wa
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Steve Burton

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Epic Collapse engineered by McCarthy ...
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Meet the incomparable Lisa Fischer...
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Successful People Tend To...

Something I've sure noticed... always take the high road in life... You'll be better for it.. :) 

#inspiration  
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Steve Burton

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Wave of the future? Let's hope so ...
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DNA Towers Project, Abu Dhabi.

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People
Have him in circles
1,031 people
Robert van Es's profile photo
Lawyer Asad's profile photo
Red Documentary's profile photo
Peter Loughlin's profile photo
Jasmine Trillos-Decarie's profile photo
Robert Doner's profile photo
Todd Tracy's profile photo
Marla Miller's profile photo
Law Office of Brian J. Newman's profile photo
Work
Occupation
CPA, Financial Advisor
Skills
Tax planning, tax return preparation, estate tax planning
Employment
  • Burton & Associates, CPA, PC
    CPA, 1985 - present
    Certified Public Accountant, 17791 Fjord Drive, Poulsbo, Wa, 98370 Also serving: Seattle, Puget Sound, Silverdale, Bremerton, Sequim, Gig Harbor Tax planning, tax return preparation, tax planning, estate planning, retirement planning, nonprofits, closely held entities, LLCs, corporations, partnerships, asset management, real estate management; Multi-state tax issues, residency requirements
  • HD Vest Financial Services
    Advisor, 2010 - 2013
    Investment planning, financial planning, retirement planning, portfolio allocations, asset management
  • Grant Thornton International
    Audit Sr, 1981 - 1982
  • PKF CPAs
    Audit & Tax Sr, 1978 - 1980
Places
Map of the places this user has livedMap of the places this user has livedMap of the places this user has lived
Currently
Poulsbo, Wa
Previously
Seal Beach, Ca - Riverside, Ca - Tahoe City, Ca - Long Beach, Ca - Park City, Ut - Newport Beach, Ca
Contact Information
Work
Phone
(360) 930-9576, (360)930-9576
Email
Address
17971 Fjord Drive Ste 114-A Poulsbo, Wa 98370
Story
Tagline
CPA (Certified Public Accountant) specializing in tax and financial planning and compliance for individuals and closely held entities ...
Introduction


I launched my CPA firm in 1983 with the express goal of helping people, their businesses and their families successfully navigate the economics of life and business, including tax planning and investments.  This goal has been accomplished many times over the years by coordinating, facilitating, assisting and guiding their efforts to reach desired goals and outcomes.  This has included many very interesting and fulfilling situations such as stepping in as the CFO or controller for small and medium size entities, managing a shopping center, managing family estates and many other rewarding experiences. 

 More recently I have affiliated with the firm HD Vest Investment Services (SM) a nationwide broker/dealer headquartered in Dallas, Tx that specializes in working with CPAs for over 30 years and, until recently, was owned by Wells Fargo Bank.  HD Vest provides the support for the very important services including financial, retirement and estate planning.  Through Vest I am able to further assist clients in achieving their long term financial plans and goals.  We hold ourselves to the highest standards of ethics and transparency as we proudly provide services for individuals and businesses. We believe communication is tantamount to an exceptional environment for our clients, team and partners.

Prior to launching my CPA firm I worked for several years with national CPA firms that provided very valuable experience with many different industries including hotels, ski resorts, technology, manufacturing, real estate and construction, legal services and many others. I hold a Bachelor of Science degree in business as well as a Masters Degree in economics from Cal State Long Beach.  I am an alumni member of Sigma Alpha Epsilon national fraternity. I am also a member of the American Economic Association as well as the states of Washington and California Society of CPAs.

Although I am a registered financial advisor for HD Vest any opinions on this site are my own ...

Bragging rights
SAE ... Sigma Alpha Epsilon ... Phi Alpha!
Education
  • California State University, Long Beach
    Masters Deg - Economics, 1977
  • California State University, Long Beach
    BS - Business Finance, 1971
Basic Information
Gender
Male
Links
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