Bookkeeping
We’ll create and maintain a chart of accounts to capture all of your financial transactions — and provide the right information to manage your business.
Citrus Heights, California · Since 1975
On this corner since 1975.
For over 30 years, Burriss Bookkeeping & Tax Service has been providing quality, personalized financial guidance to local individuals and businesses. Bookkeeping, payroll, and tax preparation — handled all year, from the same office on Sandalwood Drive.
New here? Your first hour is on us. A complimentary introductory phone conversation, plus a one-hour face-to-face consultation.
Fees are fair and competitive — and discussed openly before any work begins.
- Since 1975
- BBB A+ · Accredited since 2010
- CTEC Registered Tax Preparer
Bank Reconciliation · The Second Set of Eyes
Five things hide in a month of statements. Find them.
This is a sample month — one business, two columns. On the left, the bank statement. On the right, the books. Most lines agree. Five do not. Tap any line you think doesn’t match, and check your eye against the list our monthly reconciliation works from.
0 of 5 caught
Oct 3 · Deposit — Acme Retail Group 4,820.00
Oct 3 · Deposit — Acme Retail Group 4,820.00
Oct 7 · Check #1042 — Valley Office Supply −312.48
Oct 7 · Check #1042 — Valley Office Supply −312.48
— no deposit received —
Oct 11 · Deposit — Harbor Dental 2,150.00
Oct 14 · Check #1043 — Payroll −6,930.17
Oct 14 · Check #1043 — Payroll −6,930.17
Oct 16 · Card purchase — Pacific Web Hosting −189.99
— never recorded —
Oct 19 · Check #1044 — Rent −1,950.00
Oct 19 · Check #1044 — Rent −1,590.00
Oct 21 · "Account analysis" fee −45.00
— no fee agreed or recorded —
Oct 24 · Deposit — Northgate Café 3,375.25
Oct 24 · Deposit — Northgate Café 3,375.25
— never cleared —
Oct 5 · Check #1039 — City Print Co. −428.60
Oct 28 · Sierra Utilities −264.19
Oct 28 · Sierra Utilities −264.19
Sample data — a teaching month, not any client’s records. Five mismatches are planted above.
What monthly reconciliation catches
- Lost deposits
- Lost checks
- Inappropriate bank fees
- Transposed amounts
This is not a once-a-year cleanup. It is a monthly service.
Every month, for every client, we go line by line through the statement and the books — so a lost deposit, a stray fee, or a check that never cleared gets caught while it is still small. Bring us a month of your own statements at your free consultation, and we will show you what a second set of eyes finds in it.
Book My Free Consultation Small Business Accounting 01 02 03 04 05
Tax season is one season of twelve.
Most bookkeeping trouble does not start in April — it starts in the months nobody looked. Our practice is built the other way: the same five services, running all year, so your records are never more than a month from true.
January–April, returns are filed — from books the other eight months kept honest.
Bank Reconciliation
Every deposit and withdrawal matched to your records, every month — so lost deposits, lost checks, and unauthorized transactions surface while they can still be fixed.
Financial Statements
A balance sheet and income statement at month, quarter, and year end — the numbers you take to the bank, a vendor, or a big decision.
Consultation
You get more than a collection of records and reports. Call us whenever you have a question or concern — that is part of the service.
Payroll
Payday handled two ways — comprehensive processing, or after-the-fact posting — with every report and deposit filed on time.
Start your year with us
A complimentary intro call and a free one-hour consultation — bring last month’s statement and see the rhythm applied to your own numbers.
Book the free hour → Tax Preparation & Tax Services
Returns for every way you’re organized.
Individuals, businesses, estates, and trusts — prepared and e-filed by an Authorized IRS E-File Provider, from books that were kept all year. We also handle communication with the tax agencies, written and verbal, and representation before the IRS and the CA FTB.
Individuals
Personal returns, planned and prepared
Small Businesses
The return your books were kept for
Partnerships
Form 1065 and K-1s
S Corporations
Form 1120-S
C Corporations
Form 1120
LLCs
Filed the way your LLC is taxed
Estate, Gift & Trust Returns
Fiduciary filings, handled carefully
Out-of-State & Multi-State
Returns that follow you across state lines
Tax Planning
Individual and business, ahead of the deadline
Prior-Year Review & Filing
Unfiled years brought current
Amended Returns
Corrections done right
1099 & W-2 Preparation
January’s paperwork, off your desk
Payroll & Sales Tax Reporting
Filed with your payroll cycle
Tax Deduction Advice
Straight answers before you spend
Not sure which return you need?
That is exactly what the free consultation is for. Bring what you have — we will sort out the filings.
Ask us first → Payroll Services We run it You pay, we post
Payroll, two ways. Yours to choose.
Managing payroll is not a simple matter of calculating amounts due and handing out checks. We offer two processing models, so the work splits where it suits your business.
Comprehensive Payroll Processing
We manage the entire process for you, including secure check processing — you approve the hours, and payday simply happens, with every report and deposit behind it filed on time.
After-the-Fact Payroll
You pay your team your way; we post the records and handle every other payroll function — the reporting, the deposits, the quarterly and annual filings.
- Vacation, sick & personal time accruals
- IRS & state tax reporting, with EFTPS deposits
- Monthly, quarterly & annual payroll tax reports
- New-hire files & reporting
- W-2, W-3 & 1099 preparation
Why businesses hand payroll over: Save moneyAvoid penaltiesComprehensive reportingGain time
Meet the Owner
You work with Steve.
An owner-led practice means the name on the sign is the person who knows your books. Steve Burriss has run this office for its clients across Citrus Heights and the Sacramento area — in his own words:
“I have a BS in Business Administration from Sacramento State University. I am a member of the Citrus Heights Chamber of Commerce and the Better Business Bureau. I am a CTEC registered tax preparer.”
— Steve Burriss, Owner
The office works in QuickBooks and Sage — the systems our clients’ books most often live in — and files as an Authorized IRS E-File Provider.
Qualifications & credentials
- CTEC Registered Tax Preparer
- California Tax Education Council · A009019
- IRS Annual Filing Season Program
- Participant — IRS preparer directory
- BS, Business Administration
- Sacramento State University
- Member
- Citrus Heights Chamber of Commerce
- Member
- Better Business Bureau
- Authorized IRS E-File Provider
- Returns filed electronically
The consultation is with Steve — not a salesperson.
Client Words
What clients say, in their words.
“I have been going to Burris’s Bookkeeping for over 3 years now, and they are by far the cheapest and most professional tax service in Sacramento.”
“With Burris Bookkeeping and Tax You can count on ‘Great Professional Service Year round!’”
“Best tax guy around!”
Client words appear exactly as written by the clients who shared them.
Since 1975
A record, kept.
Fifty years is not a slogan; it is a file that stays open. Ours is kept by the Better Business Bureau — where this practice has been accredited since 2010 — and it reads the way we hope your books read: complete, current, and nothing outstanding.
Book My Free Consultation Business started 1975
BBB rating A+
BBB accredited Since July 15, 2010
Complaints — last 3 years 0
Practice Sole proprietorship · owner-led
Registration on file CTEC A009019
Better Business Bureau business profile, Burriss Bookkeeping & Tax Service.
Questions, Answered Straight
Before you call.
What happens at the free consultation?
Every new relationship starts the same way: a complimentary introductory phone conversation, plus a one-hour face-to-face consultation at our Sandalwood Drive office. It exists so we can understand your goals and objectives before anything is filed, posted, or promised — and so you can decide, with your questions answered, whether we are the right fit. There is no obligation attached to the hour.
Are you CPAs?
No — and we would rather say so plainly. Burriss Bookkeeping & Tax Service is a bookkeeping and tax preparation practice. Steve Burriss is a CTEC Registered Tax Preparer, registered with the California Tax Education Council (A009019), and a participant in the IRS Annual Filing Season Program. He holds a BS in Business Administration from Sacramento State University. For over 30 years the practice has provided personalized financial guidance to local individuals and businesses.
Do you only work during tax season?
No. Tax season is one season of our year — bookkeeping, bank reconciliation, financial statements, and payroll run every month. Every deposit and withdrawal is matched to your accounting records monthly, so when a return is due, it is prepared from books that already agree with your bank. Clients can call whenever a question or concern comes up, not just in April.
What will it cost?
Our fees are fair and competitive — that is the practice’s own standing answer, and it holds. The exact fee depends on the work your situation actually needs: a monthly bookkeeping engagement and a single personal return are not the same job. Your fee is discussed openly at the free consultation, before any work begins, so there are no surprises in either direction.
Who do you work with?
Small and medium-sized companies and local individuals, across Citrus Heights and the Sacramento area. On the tax side that means individuals and families, small businesses, partnerships, C corporations, S corporations, and LLCs, along with estate, gift, and trust returns and out-of-state and multi-state returns.
Can you look at a return from a prior year?
Yes. Review and filing of prior-year tax returns is one of our standing services, as is preparing amended returns when something needs correcting. Bring the return and any notices to your free consultation and we will tell you plainly where you stand.
What software do you work in?
The practice works in QuickBooks and Sage — the two systems our clients’ records most often live in. If your books are in one of them, they stay there; if they are in neither, the consultation is where we sort out the simplest path onto one.
Start Here 
Start with the free hour.
We offer prospective clients a complimentary introductory phone conversation plus a one-hour face-to-face consultation. Call or send a note, and we will set a time to understand your goals and objectives.
Burriss Bookkeeping & Tax Service
7478 Sandalwood Dr #500
Citrus Heights, CA 95621
Hours: Mon–Fri · 8:00 AM–5:00 PM
Phone: (916) 725-8200
Email: sburrisstax@burrissbookkeeping.com
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