• Senior Accountant in Rock Hill, SC office
• Prepares income tax and related returns for individuals, estates and trusts

Experience

• Director of Shareholder Services for Comporium, Inc. in Rock Hill SC
  • June 2006 – December 2024
• Estate & Trust Team Leader for Cherry Bekaert & Holland in Charlotte NC
  • August 2003 – June 2006
• Wealth Strategist for Wachovia Wealth Management in Charlotte NC
  • March 2000 – August 2003
• Fiduciary Specialist for Bank of America Private Bank in Charlotte NC
  • September 1995 – March 2000
• Estate & Trust Department Tax Services Professional for Johnston Taylor Allison & Hord in Charlotte NC
  • April 1991 – September 1995
• Tax Associate for Deloitte & Touche in Charlotte NC
  • August 1989 – April 1991

Professional Memberships

• American Institute of Certified Public Accountants
• South Carolina Association of Certified Public Accountants
• Charlotte Estate Planning Council

Education

• Winthrop University — Graduated December 1986
  • Major in Accounting & Finance with Minor in Religion

Interesting Facts

• Married to David since 1988 & have two adult children, Nathan and Tori
• Have served on the Board of several local charities including Bethel Shelters and the YMCA
• Hold the Accredited Estate Planner (“AEP”) Designation from the National Association of Estate Planning Council
• Served as the President of the Charlotte Estate Planning Council

The post Kerri Lynn Pierce first appeared on Burkett Burkett & Burkett Certified Public Accountants, P.A..

• Senior Tax Accountant in Rock Hill, SC office
• Assists individuals, corporations, partnerships and trusts with tax and accounting needs

Experience

• Burkett, Burkett and Burkett CPAs, P.A., Rock Hill, SC, January 2024
• Internal Revenue Service, Revenue Agent, August 2005 – November 2023
• Terri C. Archie CPA, owner of public accounting firm, Fort Mill, SC, May 1996 – August 2005
• Larry D. French, CPA, Staff Accountant, January 1989 – May 1996
• McDade and Burns, CPAs, Staff Accountant, January 1983 – October 1988

Professional Memberships

• American Institute of Certified Public Accountants
• South Carolina Association of Certified Public Accountants
• South Carolina Certified Public Accountants – Catawba Chapter

Education

• Winthrop University, Rock Hill, SC—Graduated May 1999
  • Master’s in Business Administration
• Winthrop University, Rock Hill, SC—Graduated Summa Cum Laude May 1998
  • Bachelor of Science in Business Administration with an emphasis in
    Accounting
  • Member of Beta Gamma Sigma and Phi Kappa Phi honor societies
  • Tillman Award Winner

Interesting Facts

• 2 sons, Danny and Stephen
• 7 grandchildren, Hannah, MacKenzie, Wesley, Cory, Shelby, Tosha, and Adam
• Passionate about teaching
• Enjoy riding my Spyder

The post Teresa C. Archie first appeared on Burkett Burkett & Burkett Certified Public Accountants, P.A..

• Senior Accountant (Assurance) – Rock Hill, SC Office
• Performs assurance and advisory services for small to mid-sized non-public and not-for-profit entities inclusive of those with federal awards

Experience

• Senior Accountant & Financial Analyst for a privately held multi-national E- Commerce company headquartered in the Charlotte area
• Staff Accountant (Assurance) – Burkett CPA’s Rock Hill, SC office
• Accounting Intern (Tax & Assurance) – Charles M. Redfern, CPA

Professional Memberships

• American Institute of Certified Public Accountants
• South Carolina Association of Certified Public Accountants

Education

• Winthrop University – B.S. Business Administration
  • Double major: Concentrations in Accounting & Corporate Finance
  • Certificates in Accounting Data Analytics and Risk Management

Interesting Facts

• Married to wife, Lindsey. The two have one daughter, Madilyn (Mattie) Grace
• Lifelong Football Enthusiast
  • Professional – Carolina Panthers
  • Collegiate – USC Gamecocks
• Raised in Lancaster, SC

The post Matthew J. Rivers first appeared on Burkett Burkett & Burkett Certified Public Accountants, P.A..

Bryan has been with Burkett Burkett & Burkett CPAs since 2016, starting as the Rock Hill Bookkeeper and working diligently up through the ranks to where he is today. Since joining the Burkett team, Bryan has achieved both his undergraduate and graduate degrees as well as passing the IRS Enrolled Agent Exams, showing enormous initiative and passion for his field.

We are proud to announce Bryan’s promotion to Manager and look forward to everything he accomplishes in this new role. Congrats, Bryan!

The post Bryan Collins Promoted to Manager first appeared on Burkett Burkett & Burkett Certified Public Accountants, P.A..

• Staff Accountant

Education

• UNC Wilmington, Wilmington, NC – Graduated May 2023
  • Bachelor of Science in Business Administration with a concentration in Accounting

Interesting Facts

• Born in Tbilisi, Georgia
• Cat named Smokey
• Played baseball for 14 years
• Worked as a sauté cook at Floriana in Wilmington

The post Cole Worzella first appeared on Burkett Burkett & Burkett Certified Public Accountants, P.A..

• Staff Accountant
• Assists with audits of non-for-profit entities, governmental entities, and small businesses

Experience

• Worked in Internal Audit at Bank of America for 3 years
• Joined Burkett Burkett & Burkett CPAs in August 2023

Education

• Winthrop University – Graduated May 2018
  • Bachelors of Science in Accounting

Interesting Facts

• Originally from Buffalo, NY

The post Kate Mang first appeared on Burkett Burkett & Burkett Certified Public Accountants, P.A..

• Intern from May 2023 – November 2024
• Staff Accountant since December 2024

Education

• Winthrop University – Graduated December 2024
  • Bachelors of Science in Business Administration, Concentration in Accounting
  • Minor in Risk Assurance and Computer Science

Professional and Civic Activities

• South Carolina Association of Certified Public Accountants

Interesting Facts

• Enjoys fishing and making his own baits and lures
• Played for the Winthrop Disc Golf team

The post Kyler Bowman first appeared on Burkett Burkett & Burkett Certified Public Accountants, P.A..

Of course, receiving a tax refund shouldn’t necessarily be your goal. It essentially means you’re giving the government an interest-free loan.

Law changes and withholding

Last year, the IRS updated the withholding tables that indicate how much employers should hold back from their employees’ paychecks. In general, the amount withheld was reduced. This was done to reflect changes under the TCJA — including the increase in the standard deduction, suspension of personal exemptions and changes in tax rates.

The new tables may have provided the correct amount of tax withholding for some individuals, but they might have caused other taxpayers to not have enough money withheld to pay their ultimate tax liabilities.

Conduct a “paycheck checkup”

The IRS is cautioning taxpayers to review their tax situations for this year and adjust withholding, if appropriate.

The tax agency has a withholding calculator to assist you in conducting a paycheck checkup. The calculator reflects tax law changes in areas such as available itemized deductions, the increased child credit, the new dependent credit and the repeal of dependent exemptions. You can access the IRS calculator at https://bit.ly/2aLxK0A.

Situations where changes are needed

There are a number of situations when you should check your withholding. In addition to tax law changes, the IRS recommends that you perform a checkup if you:

• Adjusted your withholding in 2018, especially in the middle or later part of the year,
• Owed additional tax when you filed your 2018 return,
• Received a refund that was smaller or larger than expected,
• Got married or divorced, had a child or adopted one,
• Purchased a home, or
• Had changes in income.

You can modify your withholding at any time during the year, or even multiple times within a year. To do so, you simply submit a new Form W-4 to your employer. Changes typically go into effect several weeks after a new Form W-4 is submitted. (For estimated tax payments, you can make adjustments each time quarterly estimated payments are due. The next payment is due on Monday, June 17.)

We can help

Contact us to discuss your specific situation and what you can do to remedy any shortfalls to minimize taxes due, as well as any penalties and interest. We can help you sort through whether or not you need to adjust your withholding.

© 2019

The post It’s a good time to check your withholding and make changes, if necessary first appeared on Burkett Burkett & Burkett Certified Public Accountants, P.A..

• Manager
• Supervises and performs financial statement and compliance audits, reviews, compilations and agreed upon procedures; prepares Form 990 with related schedules; performs CFO and Controller temporary services; consults with QuickBooks implementation and training. These services are provided to small to medium size privately held companies and non-profit organizations.

Experience

Public Accounting

• Senior Accountant with Burkett, Burkett & Burkett in Rock Hill, SC
• Staff Accountant with Leatherbury-Broache & Co., P.C. in Accomac, VA

Private Industry

• Client Service Director & Consultant with Robert Half International (Management Resources Division) in Charlotte, NC
• Controller with IMBU (formerly AirDye Solutions, LLC) in Harrisonburg, VA and Charlotte, NC
• CFO & Controller with Baysys Technologies, LLC in Wallops Island, VA
• Accounting Manager with Interstable, Inc. in Dallas, TX
• Senior Accountant with DeRoyal Industries, Inc. in Knoxville, TN

Professional and Civic Activities

• American Institute of Certified Public Accountants
• South Carolina Association of Certified Public Accountants
• Old Town Association – Board Member

Education

• Dallas Theological Seminary—Graduated May 2003
  • Master in Theology with a concentration in Pastoral Leadership & Higher Education
• Tennessee Tech University—Graduated December 1991
  • Bachelor of Science in Business Administration with a concentration in Accounting
• Received CPA Designation in 2013 in the Commonwealth of Virginia

Interesting Facts

• Grew up in East Tennessee
• Married to Emilie Carol (from Central Texas) and they have two adult children, Will and Caroline
• Enjoys visiting our National Parks and has hiked in the Great Smoky Mountains (TN/NC), Yosemite (CA), Sequoia (CA), and Haleakala (HI) to name a few
• Served in full-time Christian ministry while pastoring a church for 2 years in Virginia

The post William Drinnon first appeared on Burkett Burkett & Burkett Certified Public Accountants, P.A..

• Senior Auditor
• Assists with audit work and tax return preparation for individuals, trusts, corporations, and partnerships

Experience

• Burkett CPAs – Accounting Intern, January – June 2017
• Pilgrims’ Inn – Bookkeeper, November 2015-June 2017
• Continental Tire – Relocation Payment Processing Intern June-December 2016

Professional and Civic Activities

• Beta Alpha Psi – Secretary
• South Carolina Association of Certified Public Accountants

Education

• Winthrop University – Graduated December 2016
  • Bachelor’s of Science in Business Administration, Emphasis on Accounting

Interesting Facts

• Born and raised in Madison, WI
• Currently resides in Fort Mill, SC

The post Jessica Engel first appeared on Burkett Burkett & Burkett Certified Public Accountants, P.A..