Chief Executive Officer
Jerry graduated from Virginia Tech in 1966 with a Bachelor in Science in Accounting. After a couple of years working with a CPA firm he became the comptroller for the Wornom’s chain of drug stores, and then opened his own accounting firm. Jerry became an IRS Registered Tax Return Preparer in 2012. He is now mostly retired, but continues to be the nonprofit return specialist for the firm. Jerry has been active in Masonry and the Scottish Rite for more than 30 years and enjoys traveling with the local Porsche club in his spare time.
Chief Financial Officer
Stephanie has been with the firm since 1986 and has a BA in History from CNU. She became a tax preparer in 1988, and passed the IRS Registered Tax Return Preparer exam in 2012. Stephanie has been the Office Manager since 1998, and is the firm’s Trust and Estate tax specialist. Stephanie is a life-long resident of the Tidewater area where she volunteers with two animal rescue groups. You can contact Stephanie at this address.
Chief Operating Officer
Jennifer has been with Burks’ Bookkeeping and Tax Service since April of 1996. Jennifer has spent most her life in Newport News and is a graduate of Denbigh High School. She earned an Associate Degree in accounting from Thomas Nelson Community College. She passed the Registered Tax Return Preparer exam with the IRS in 2012. Jennifer is the firm’s Payroll Manager, handles the payroll processing and is a member of the American Payroll Association. She also does bookkeeping and tax preparation including gift tax returns. Outside the office she has been a Girl Scout leader for 12 years and fosters kittens for the local shelter. You can contact Jennifer at this address.
Tax Preparer / Bookkeeper
Sharon has been with the firm since 2014. She has a degree in Electrical Engineering from Lehigh University. She first learned to do taxes in 1997, and volunteered as a VITA volunteer tax preparer with AARP for 8 years prior to working here. While with AARP, she was a Quality Reviewer, Site Leader, and Course Instructor in addition to tax preparation duties. She completes the IRS Annual Filing Season Program every year. Sharon does tax preparation and review, and some bookkeeping for us. She is originally from New Jersey, and has been living in Yorktown since 2002. She volunteers at her church as a lead money counter, leader of the Card Ministry, and Treasurer of the Ladies Guilds. She also volunteers with TRIAD through the York County Sheriff’s Office, which helps improve the quality of life for senior citizens. You contact Sharon at this address.
Technical & IT Services / Admin
Jim’s prior careers were as a structural engineer and a computer engineer with several construction firms in the tidewater area. He joined our firm in 2009 as a part-time administrative assistant. He began handling our IT department, computer security, and document management and security since 2012. Jim is a New York native and grew up in an Air Force family, moving all around the country and to Japan during his dad’s career. Jim’s hobbies include riding his Harley Davidson, avid science fiction reading, and martial arts. You can contact Jim at this address.