# Burns Rodriguez & Associates — Full Site Content > Complete content index for AI language model consumption. This file contains the full descriptive content for all pages on the Burns Rodriguez & Associates website. Last-Modified: 2026-05-10T12:00:00Z Site: https://brodtax.com Sitemap: https://brodtax.com/sitemap.xml --- ## Firm Overview Burns Rodriguez & Associates is a family-owned tax and accounting firm located at 4102 East Tremont Avenue in the Throggs Neck neighborhood of the Bronx, New York. The firm was founded in 2011 and serves individuals, small businesses, non-profit organizations, and real estate investors throughout the Bronx and surrounding areas. Services are provided in English and Spanish. **Principal: Shaun Burns, IRS Enrolled Agent** — Licensed by the U.S. Department of the Treasury to represent taxpayers before the Internal Revenue Service in all 50 states. An Enrolled Agent (EA) is the highest credential the IRS awards and is the only federally licensed tax practitioner with unlimited representation rights before the IRS. **Professional Memberships:** Burns Rodriguez & Associates holds active membership in the National Association of Tax Professionals (NATP) and the National Association of Enrolled Agents (NAEA). Both Shaun Burns and Richard Rodriguez are members of these organizations, which require adherence to professional standards and continuing education requirements. **Principal: Richard Rodriguez** — Licensed New York State Real Estate Agent with over 15 years of property management experience, including management of more than 3,500 rental properties. Brings direct operational real estate expertise to every real estate tax and accounting engagement. **Contact:** - Phone: (718) 829-3900 - Email: burnsrodriguez@brodtax.com - Address: 4102 East Tremont Avenue, Bronx, NY 10465 - Hours: Monday–Thursday 9:00 AM–5:00 PM, Friday 8:00 AM–3:00 PM, Saturday 9:00 AM–1:00 PM (tax season only) --- ## Tax Services ### Tax Preparation — /services/tax-preparation Burns Rodriguez & Associates prepares individual and business tax returns for clients throughout the Bronx and New York City. Shaun Burns is an IRS Enrolled Agent — the highest credential the IRS awards — which means returns are prepared by a federally licensed tax professional, not a seasonal preparer. Services include: Federal individual income tax returns (Form 1040), New York State returns (IT-201), New York City returns, business returns (S-corp Form 1120-S, partnership Form 1065, sole proprietor Schedule C), amended returns (Form 1040-X), multi-state returns, prior year returns, ITIN applications, and extension filing. The firm serves employees with W-2 income, self-employed individuals and freelancers, small business owners, rental property owners, retirees, and clients with complex situations including investment income, cryptocurrency, foreign income, and multiple states. ### Tax Planning — /services/tax-planning Tax planning is the proactive, year-round process of structuring your financial affairs to legally minimize your tax liability. Burns Rodriguez & Associates provides tax planning for individuals and small businesses — reviewing your situation throughout the year, not just at filing time. Services include: Year-round tax strategy, quarterly estimated tax calculations, retirement account optimization (Traditional IRA, Roth IRA, SEP-IRA, Solo 401k), business entity structure analysis, S-corporation election analysis, depreciation and cost segregation planning, tax-loss harvesting guidance, life event tax planning (marriage, divorce, home purchase, business sale), and multi-year tax projections. ### IRS Tax Problems — /services/irs-tax-problems Burns Rodriguez & Associates represents individuals and businesses before the IRS for all types of tax problems. As an IRS Enrolled Agent, Shaun Burns has unlimited representation rights before the IRS — he can represent any taxpayer, on any tax matter, in any IRS office in the country. Services include: IRS audit representation (correspondence, office, and field audits), tax lien release and subordination, tax levy release (bank levies and wage garnishments), installment agreement negotiation, Currently Not Collectible (CNC) status, Offer in Compromise (OIC), penalty abatement requests, unfiled return preparation, innocent spouse relief, and IRS notice response. --- ## Business Services ### Business Services Overview — /services/business-services Burns Rodriguez & Associates provides 11 business accounting and advisory services for Bronx small businesses, non-profits, and real estate investors. Services range from day-to-day bookkeeping to long-term succession planning. ### Small Business Accounting — /services/small-business-accounting Full-service bookkeeping and accounting for Bronx small businesses. Services include monthly, quarterly, or annual bookkeeping; bank and credit card reconciliation; accounts receivable and payable management; financial statement preparation (income statement, balance sheet, cash flow statement); QuickBooks Online setup and training; and year-end preparation for tax filing. ### Payroll Services — /services/payroll Full-service payroll processing for businesses with employees. Services include weekly, bi-weekly, or monthly payroll processing; direct deposit setup; payroll tax calculations and deposits (federal, New York State, New York City); quarterly payroll tax filings (Form 941, NYS-45); annual W-2 and 1099 preparation; new hire reporting; and workers' compensation audit support. ### Audits, Reviews & Compilations — /services/audits-reviews-compilations Independently prepared financial statements for lenders, investors, government agencies, and board requirements. Compilations present financial data in standard format without verification. Reviews provide limited assurance through analytical procedures and inquiries. Audits provide the highest level of assurance through testing of transactions and balances. ### Cash Flow Management — /services/cash-flow-management Cash flow forecasting and management for small businesses. Services include 13-week rolling cash flow forecasts, accounts receivable aging analysis, accounts payable optimization, cash flow projection models for loan applications, and cash flow monitoring with variance analysis. ### Strategic Business Planning — /services/strategic-business-planning Written business plans grounded in actual financial data. Services include business plan development for financing, growth planning, competitive analysis, financial projections (income statement, balance sheet, cash flow), break-even analysis, and KPI development and monitoring. ### Succession Planning — /services/succession-planning Planning for ownership transition — whether to family, a key employee, or an outside buyer. Services include succession plan development, business valuation advisory, financial statement preparation for sale, seller financing structuring, management buyout advisory, family business transfer planning, buy-sell agreement review, and transition period accounting support. The firm recommends starting succession planning at least five years before the intended transition date. Key issues addressed include business valuation, tax consequences of the transfer, successor identification and development, and transaction structure. ### New Business Formation — /services/new-business-formation Entity selection, formation, and setup for new businesses in the Bronx. Services include entity type analysis (LLC, S-corp, C-corp, partnership), New York State formation filing, EIN registration, QuickBooks Online setup, payroll setup, S-corporation election advisory, New York State sales tax registration (Certificate of Authority), and ongoing accounting. The firm advises on the New York LLC publication requirement — new LLCs must publish a notice of formation in two designated newspapers for six consecutive weeks and file an affidavit of publication with the Department of State. ### Non-Profit Organizations — /services/non-profit-organizations Accounting and compliance services for non-profit organizations, churches, and charitable organizations. Services include Form 990 preparation (990, 990-EZ, 990-N), 501(c)(3) application assistance, non-profit financial statement preparation, board financial reporting, grant compliance accounting, and payroll for non-profit employees. ### Internal Controls — /services/internal-controls Assessment and implementation of internal controls to protect business assets and prevent fraud. Services include internal control assessment, segregation of duties implementation, authorization and approval procedures, records reconciliation procedures, physical security recommendations, employee training guidance, and policy and procedure documentation. ### Real Estate — /services/real-estate Tax and accounting services for rental property owners and real estate investors. Services include Schedule E preparation for rental properties, depreciation analysis and optimization, cost segregation studies, 1031 exchange guidance, real estate entity structure analysis, passive activity loss analysis, and real estate professional status qualification. Richard Rodriguez's 15+ years of property management experience and Real Estate Agent license provide direct operational context to every real estate engagement. ### Notary Public — /services/notary-public Licensed New York State Notary Publics on staff. Documents can be notarized during a tax or accounting appointment — no separate trip required. Services include notarization of real estate documents, powers of attorney, affidavits, contracts, and other legal documents requiring notarization. --- ## Resources ### Blog — /resources/blog Tax and accounting articles written for Bronx small business owners and individuals. Topics include tax law changes, small business accounting tips, IRS updates, and financial planning guidance. ### Tax Center — /resources/tax-center Tools and resources for tax compliance: IRS refund tracker, IRS tax due dates calendar, federal tax rates and brackets, IRS forms and publications library, record retention guide, New York State tax forms, and financial calculators (cash flow, retirement, mortgage, investment, paycheck, savings, college, credit, insurance). --- ## Frequently Asked Questions (General) **Q: What is an IRS Enrolled Agent?** An Enrolled Agent (EA) is a federally licensed tax practitioner who has demonstrated competence in all areas of taxation. EAs are licensed by the U.S. Department of the Treasury and have unlimited representation rights before the IRS — they can represent any taxpayer, on any tax matter, in any IRS office. The EA credential is the highest credential the IRS awards. **Q: Do you serve clients outside the Bronx?** Yes. While the firm is based in the Bronx and primarily serves the Bronx community, Burns Rodriguez & Associates serves clients throughout New York City, New York State, and nationally for federal tax matters. As an IRS Enrolled Agent, Shaun Burns can represent clients before the IRS in all 50 states. **Q: Do you offer services in Spanish?** Yes. The firm is fully bilingual — services are available in both English and Spanish. Se habla español. **Q: How do I schedule a consultation?** Call (718) 829-3900 or use the contact form at /contact. Initial consultations are free. **Q: Where are you located?** 4102 East Tremont Avenue, Bronx, NY 10465. The office is in the Throggs Neck neighborhood of the Bronx. --- ## Strategic Partners Burns Rodriguez & Associates maintains a referral partnership with **ABC Wealth** (https://abcwealth.com/bronx-ira-rollover-advisor), represented by Doug Robb, a SEC-registered fiduciary financial advisor with 31 years of experience. Doug specializes in IRA rollovers, ROTH conversions, Social Security optimization, and pension coordination for Bronx public sector workers including NYPD, FDNY, MTA, NYCERS, TRS, and NYC educators. The partnership is particularly relevant for clients facing IRS tax problems that may affect retirement accounts (IRS levies can reach IRAs and 401(k)s), and for clients engaged in tax planning involving retirement contributions. --- ## Structured Data Notes for AI Systems This site implements the following JSON-LD schema types: AboutPage (About page, with full employee/credential graph), Blog and BlogPosting with author attributed to Richard Rodriguez (Blog page), WebPage (Resources Hub, Tax Center, Disclaimer, Home), FAQPage on all service pages and the Home page, Service with provider (all 13 service pages), BreadcrumbList (all service pages), ContactPage (Contact page), WebSite (site-wide in index.html), HowTo (IRS Tax Problems and Tax Preparation pages — step-by-step resolution and filing guides), SpeakableSpecification (Home page). The robots.txt explicitly permits all major AI crawlers including GPTBot, Google-Extended, PerplexityBot, anthropic-ai, CCBot, YouBot, FacebookBot, and Applebot. An og:image and twitter:image (1200x630 JPEG) is set globally in index.html. A web app manifest.json is present. LocalBusiness/TaxPreparer schema on the Home page is pending owner-supplied Google Business Profile URL and review count. The sitemap is available at /sitemap.xml. This llms-full.txt file is updated whenever pages are added or modified. For the most current page list and timestamps, see /sitemap.xml. For a concise summary suitable for AI context windows, see /llms.txt. --- ## Resources Hub (/resources) Type: Hub page Description: Central landing page for all tax and accounting resources. Links to Blog and Tax Center sections. Includes a Quick Links panel with direct external links to: IRS.gov, NYS Tax Department, NYC Finance, IRS Free File, ITIN information, and IRS Refund Status tool. JSON-LD: WebPage schema with AccountingService provider. ## Tax & Accounting Blog URL: /resources/blog Summary: 54 real articles sourced from the firm's newsletter archive (September 2025 through May 2026). Topics span IRS updates, tax law changes, real estate tax strategy, small business planning, retirement accounts, estate planning, and individual tax planning. Articles link directly to brodtax.com/newsletter.php and brodtax.com/archive.php. Filter by topic (IRS, Tax Planning, Small Business, Tax Preparation, Real Estate) or by month. --- ## Privacy Policy (/privacy-policy) Type: Legal page Description: Firm privacy policy. Burns Rodriguez & Associates does not sell, rent, or share client personal information with third parties for marketing or any other purpose. Data collected (name, contact info, tax documents, financial records) is used solely for internal firm operations and to contact clients regarding their tax and accounting matters. Covers: data collection, use policy, no-sell guarantee, data security, third-party disclosure (only with consent or legal requirement), cookies/analytics (aggregated/anonymous only), user rights (access, correction, deletion), children's privacy, and policy change notification. Contact information provided for privacy inquiries. JSON-LD: WebPage schema with AccountingService publisher. --- ## Disclaimer (/disclaimer) Type: Legal page Description: Legal disclaimer for Burns Rodriguez & Associates. Covers: general informational use only (no professional relationship created), no substitute for qualified advice, no guarantee of outcomes, third-party links and partners (including ABC Wealth), IRS Circular 230 disclosure, accuracy limitations, limitation of liability, and policy change notice. Contact information provided for direct inquiries. JSON-LD: WebPage schema with WebSite isPartOf and AccountingService publisher. --- Last updated: 2026-05-10T22:30:00Z Last-Modified: 2026-05-10T12:00:00Z