File Your Taxes.
Fix Your Credit.
Build Wealth.
Helping individuals and families improve credit, maximize tax returns, and prepare for financial success.
What we do
Services built around your goals.
Three pillars of financial growth — designed to move you from where you are to where you want to be.
Tax Services
Year-round tax preparation, planning, and IRS resolution.
Credit Repair
We help remove inaccurate items and improve your credit profile.
Homebuyer Prep
Get financially ready to qualify for your first home.
Our Services & Resources
Tools to build real financial stability.
We don't just offer services — we give you the tools to take control of your money and your future.
- Tax Preparation, Planning & Resolution
- Credit Repair Services
- Digital Products & Guides
- Free Credit & Wealth Community
💡 Not Ready for Services?
Start small and learn at your own pace.
Start with our digital products or join our free community to learn step-by-step.
Join Our Free Credit & Wealth Community
Want to learn how to fix your credit and build financial stability? Join our private community where we teach you:
- How to increase your credit score
- How to remove negative items
- How to prepare for homeownership
- Real strategies that actually work
Why us
Why Choose Burgess Financial Services?
We treat your financial future with the seriousness it deserves — with discretion, strategy, and consistent follow-through.
- Trusted Financial Services
- Confidential & Professional
- Real Results Strategy
- Serving Clients Nationwide
Meet your advisor
Katherine Burgess, MBA
CEO, BFS Tax and Resolution
Burgess Financial Services was founded with one goal in mind — to provide professional, reliable, and trustworthy tax services that clients can depend on.
We understand that taxes can feel overwhelming. That's why we focus on accuracy, clarity, and education throughout the entire process. Our clients aren't just another return — they're individuals, families, and businesses trusting us with their financial well-being.
We stay informed on tax laws and regulations so you don't have to, ensuring your return is prepared correctly and responsibly.
Our mission is simple: to help you file with confidence and peace of mind.
Done-For-You Services
We handle it. You focus on growth.
Professional services delivered end-to-end by our team — so you can move forward with confidence.
Tax Preparation
Accurate, on-time filing for individuals and businesses.
Tax Planning
Year-round strategy to legally lower your tax bill.
Tax Resolution
IRS notices, back taxes, and payment plan support.
Credit Counseling
1-on-1 guidance to rebuild and strengthen your credit.
Mortgage Services
Get mortgage-ready and connected to trusted lenders.
Business Consulting
Structure, finances, and strategy for your business.
Digital Product Coaching
Build, launch, and sell your own digital products.
Free Resources
Free tools to help you get ahead.
Download our free guides, templates, and checklists — no purchase required.
Free Tax Checklist
Everything you need to file with confidence.
Download PDFFree Budget Template
Track income, expenses, and savings goals.
Download XLSXFree Credit Tips Guide
Simple steps to boost your credit score.
Download PDFFree Tax Deadline Calendar
Never miss an important tax date.
Download PDFFree Tax Calculator
Estimate your federal tax in seconds.
Open CalculatorFree Download
Get Your Free Credit Repair Guide
A practical guide to understanding your credit, disputing inaccuracies, and building a stronger financial profile.
Download Free Guide