Share this information with your spouse to assure you each have access to manage important financial tasks independently.
Want to receive financial market updates straight to your inbox? Sign up below!
Understand the tax issues affecting both buyers and sellers involved in C corporation merger and acquisition transactions
One day your technology seems manageable, and the next you're wondering if you need more support. Here are the clear signs it's time to outsource your IT.
Get the latest news and insights on relevant topics that matter most to you.
Lutz is a business solutions firm for people seeking a partner to help energize and heighten economic and organizational success.
Log in to your relevant client portal to access your account, upload documents, or make a payment.
Jimmy Burgess, Client Advisory Services Manager, began his career in 2013. He has developed extensive expertise while also taking on a leadership role in the firm’s professional development program.
Specializing in financial reporting, Jimmy provides comprehensive outsourced accounting services to clients. He focuses on software training and implementation, new business consulting, and general accounting guidance. Jimmy values the relationships he builds with both colleagues and clients and finds satisfaction in witnessing the growth and progression of the businesses he supports.
Jimmy lives in Elkhorn, Nebraska, with his wife Sarah and their three children: Natalie, Leo, and Maximilian. Outside the office, he volunteers as a youth sports coach and can be found playing pickup basketball, golfing, and attending sporting events with his kids.