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About Us

About Our Firm

For years, Alan F. Burke, CPA, PA has been providing quality, personalized financial guidance to local individuals and businesses. Alan F. Burke, CPA, PA's expertise ranges from basic tax management and accounting services to more in-depth services such as audits, financial statements, and financial planning.

Alan F. Burke, CPA, PA is one of the leading firms in and throughout Salisbury. By combining our expertise, experience and the team mentality of our staff, we assure that every client receives the close analysis and attention they deserve. Our dedication to high standards, hiring of seasoned tax professionals, and work ethic is the reason our client base returns year after year.

Our Mission

We utilize mutual respect, integrity and professionalism as the foundation for meeting and exceeding our clients' expectations through proactive business development and financial services.

Our Team

Alan F. Burke, CPA
President, CEO

Alan opened the office of Alan F. Burke CPA, PA in 1989. He began his accounting career with Turlington and Company where he gained extensive accounting knowledge over a six year period.

As President of Alan F. Burke, CPA, PA, Alan serves as the CFO of each client's financial affairs. By using a team approach, Alan is able to pool the experience and knowledge of various financial specialists within the firm to form a financial plan that works best for the client. The team that incorporates Alan F. Burke, CPA, PA consists of managers and staff whose expertise lie in a variety of financial fields. As a client's CFO, Alan is able to look at the big picture and assist the client in realizing their desired goal.

Education and Professional Affiliations

  • BS in Business Administration, Accounting, Appalachian State University, 1983
  • Member of AICPA
  • Member of NCACPA

Community Affiliations

  • First United Methodist Church - Finance Committee member, Chair of Oversight Committee
  • Waterworks Visual Arts Center - past President
  • Enjoys golf, fly fishing, and music

"Our firm is in a unique position in that we have full time and part time staff with experience in a variety of fields including banking, auditing, taxation, and business. We have the experience and resources within our firm to meet all our clients needs to be the accounting department for small businesses. We are not limited to one field of expertise. While we are relatively large for our community our goal remains: to provide excellent client service." - Alan F. Burke, CPA

Karen Charles, CPA
Special Projects Manager

Karen has worked as Special Projects Manager with Alan F. Burke CPA, PA since 2006. Prior to joining our firm, Karen was employed with Food Lion for 8 years as Senior Accountant in Expense Payables and Accounts Receivable Collections Supervisor.

As Special Projects Manager, Karen works with businesses and individuals seeking to outsource their entire accounting department. The primary function of an in-house accounting department is the role of paying bills. Alan F. Burke, CPA, PA can simplify this responsibility for you by receiving your invoices at our firm and submitting payments in a timely manner. Bill Pay services range from a basic plan, in which checks are prepared by Alan F. Burke, CPA, PA and the client signs the checks and manages his/her own cash accounts, to our full service plan, in which the client approves bills to pay via e-mail and cash management is facilitated by our firm in a manner that will meet the client’s goals. Our goal, through this process, is to simplify the client’s financial life without the client sacrificing control. Special Projects services range from the management of all of a client’s personal and business affairs to the management of a specific project, such as a construction project, residential or commercial real estate development, or the acquisition of a business and the transition of all accounting functions.

Education and Professional Affiliations

  • Bachelor of Technology in Adult Education, minor in Accounting, Appalachian State University, 1989
  • Member of NCACPA

Community Affiliations

  • St. Paul's Lutheran Church Audit Committee, Education Committee, Evangelical Committee, Junior Youth Leader, Vacation Bible School Director
  • Girls Scout Committee member
  • Enjoys time with her husband of 30 plus years and 3 children
  • Hobbies include sewing, camping, and gardening.
  • "I would recommend a client to us for the following reason: we are just the right size; small enough to be able to care about our clients and tailor what they need to what we provide and large enough to give a full range of services. If there is a change in staff, it does not affect the level of service they receive. We provide a quality of service to our clients that I just don?t think larger firms can give." - Karen Charles, CPA

Rachel Farmer, CPA
Business Tax Manager

Rachel has worked with Alan F. Burke CPA, PA since 2005.

As Business Tax Manager, Rachel works with business clients in the preparation of tax returns, as well as tax planning. Clients who seek advice with tax planning are able to make informed business decisions that are most advantageous to their bottom line and future growth. The Business Tax Manager also communicates with the IRS and/or state taxing authority, at the client's request, to help resolve any issues that may arise. Receiving a notice from the IRS or Department of Revenue can be intimidating, stressful, and worrisome, and this service provides peace of mind for the client to know that the issue is being handled by professionals with expertise in and experience with such matters and allows the client to attend to what matters most; running their business. Consistent updates are provided to the client, and the client may be as involved as they like in the process.

Education and Professional Affiliations

  • Master of Science in Accounting, University of North Carolina-Greensboro, 2009
  • Bachelor of Arts in English, Catawba College, 2002
  • Member of NCACPA

Community Affiliations

  • Enjoys spending time with her son and Corgi
  • Enjoys travel, cultural activities, art, literature and poetry, and historical and scientific documentaries

"Alan F. Burke, CPA, PA offers its clients a wide array of services, as would a larger accounting firm, but is small enough to provide specialized services and a one-on-one relationship catered to a specific client?s needs. AFBCPAPA stands out from other CPA firms because it is capable of being as involved (or not) in a client?s business and financial decisions as the client prefers, whether in day-to-day affairs or on an annual basis. - Rachel Farmer, CPA

Donnie Osborne, EA
Personal Financial Manager

Donnie has worked as Personal Financial Manager with Alan F. Burke CPA, PA since 2002. Prior to joining Alan F. Burke CPA, PA, Donnie was employed with State Employee’s Credit Union for 14 years as Vice President/City Executive.

As Personal Financial Manager, Donnie assists individual clients with personal financial planning, preparing individual tax returns and helping individuals establish and achieve the financial goals they set for themselves. Donnie’s years of experience in the personal tax field allows clients to examine their entire financial landscape to determine if adjustments can be suggested for their financial plan. Every plan has tax implications and Donnie’s experience allows him to fine tune certain areas to ensure a plan is as tax efficient as possible.

Education and Professional Affiliations

  • BS, Business Administration and Economics, High Point University, 1987
  • Enrolled Agent with Internal Revenue Service, 2011

Community Affiliations

  • Family Crisis Council - past Treasurer
  • Enjoys boating and water sports on Lake Tillery in Albemarle

"You get out of life what you put into it.......minus taxes"