Welcome to Burkey & Cox

The B&C Motto –

“It’s not what you earn...it’s what you keep.”

Burkey & Cox money bag for youBurkey & Cox will help you keep more of your money.

FREE TAX & FREE ACCOUNTING “ONLINE” LIBRARY

The Burkey & Cox free online “Tax & Accounting Library” has the best resources available today – news, calculators, IRS forms, toolkits & more. It’s a great place to start saving your money.

free tax and accounting library graphic

THE LIBRARY

Forms for New Clients

Burkey & Cox is pleased to make it easy for new clients by providing forms on-line. Just click on a link to download a form. You can then print and fill out the form in the privacy of your home at your own pace, and bring it with you “completed” for your appointment.

Please print all forms on “white paper” only.

If you have any questions or need assistance, please call 661-267-2005.

bc green boxNew Client Questionnaire

The New Client Get Acquainted Questionnaire is for “business owners only.” Completion of this form will help you get the most out of the firm’s services. (Please click below to download form.)

New Client Questionnaire (Business Owners) pdf icon

bc green boxFinance Policy

Today in the world of rising costs, Burkey & Cox likes to keep overhead to a minimum and pass the “savings“ on to the clients. Completion of this form will assist in keeping your costs as low as possible. (Please click below to download form.)

Finance Policy pdf icon