First things first
A few reasons why we're different:
We purposely work with a limited number of families, most of which are local here to Danville and the surrounding communities. That allows us to take the time to fully understand your tax situation and help you make better tax planning decisions.
We provide year-round tax planning
We don't wait until April 15th to do tax planning. We work with clients to create mock tax projections throughout the year so they know not only what to expect come April 15th, but also what can be done before the end of the year to lower their tax bill - does your existing CPA do that?
Partnered with Summit Wealth & Retirement
Partnering with our sister company, SWRP, means if we recommend a tax reduction strategy such as setting up certain financial instruments and you need help implementing that recommendation, all the help you need is right next door.
Meet Debbie Pham *
Passionate about taxes for families and businesses
Debbie Pham is an Enrolled Agent with over 15 years of tax planning experience.
Debbie obtained her B.S. degree from the U.C. of Riverside, after which she worked for Ernst & Young, eventually rising up to one of their Tax Managers.
Debbie is passionate about income taxes. She enjoys reading about changes in the tax code and helping her clients make the best tax decisions based on their personal situation. And while most tax preparers focus exclusively on tax compliance (i.e. making sure your tax returns are filed on-time), Debbie actually helps her clients with tax strategy. While at Ernst & Young, Debbie worked with high net-worth individuals where she worked with many of the firm’s most successful families and businesses – dealing with many of the most complicated issues in the tax industry.
* Independent Contractor
Meet Dustin Burkhart
Enrolled Agent & Financial Advisor
Growing up in Akron, Ohio, I was raised with a priority to respect and care for others. My family has a long line of military service such as the Army and the Air Force (I humbly brag and appreciate my older brother’s status as an officer in the Air Force). That same foundation of serving others has been instilled in me since a young age.
I have seen firsthand the power of inserting the right financial planner into an individual’s or family’s financial life. I believe in acting as a teammate and empowering those same people to make financial decisions that brings them comfort and confidence.
As an ambitious student-athlete at the University of Akron, I decided to pursue my passion in finance and helping others through their top ranked financial planning program in the country, and I’ve never looked back. All while playing football and helping the University of Akron reach its second Division I conference championship.
As a tax professional and CERTIFIED FINANICAL PLANNER® Candidate, I have helped hundreds of successful families build and implement tax efficient financial plans that fit their dreams. I understand the importance of having an objective teammate guiding a family through the inevitable paths personal finance can create. I hold my Series 65 license and am an Enrolled Agent, administered to practice before the IRS.
I live in Boise, ID with my fiancé Madison, who is a nurse. Outside of work I like to spend time with my family and playing golf. I enjoy rooting for my cursed Cleveland, OH sports teams. A fun fact about the little town of Akron, OH, is that the nations top two basketball stars, Lebron James and Stephen Curry were born there.
Intimate Small Business & Real Estate Experience
Debbie has a special affinity for business owners, having been one herself for when she owned & operated an auto repair shop in Alameda, while also working full-time in her profession.
Finally, Debbie has a passion for real estate and a deep understanding of real estate tax law, and she stays informed by being an active member of her local realtor association, where she has served as volunteer Treasurer for the past four years.
Need more encompassing financial solutions?
Meet Summit Wealth & Retirement Partners.
Our sister company, Summit Wealth & Retirement Partners, is a boutique financial planning firm that can help with all facets of your financial ecosystem – Retirement planning, investment management, multi-generational wealth & estate planning, charitable giving and more.