Burton-Tax: Higher Value, Lower Cost, Tailored Strategies.
Linkedin
Contact Us

About Burton Tax

We provide expert tax services that combine deep industry knowledge with tailored, flexible solutions, helping businesses stay compliant, efficient, and confident.

Burton Tax is a premier provider of fractional tax services, offering companies the expertise and benefits of an in-house tax professional without the cost and commitment of increasing headcount. Through flexible, contract-based arrangements, we cater to the unique tax needs of our clients, delivering tailored services that help streamline operations, reduce G&A expenses, and improve efficiency.

Our month-to-month agreements are structured to mirror a permanent relationship, with fixed pricing that ensures predictability and transparency. Clients enjoy the flexibility to adjust or terminate their engagement as needed—though all have chosen to retain our services —demonstrating the value we consistently provide.

We specialize in bringing U.S. tax compliance in-house, allowing businesses to manage day-to-day tax functions internally while collaborating with external advisors for complex, high-level matters. This approach not only reduces costs but also builds valuable tax knowledge within the organization.

At Burton Tax, we understand that every business has different tax requirements. That’s why we create customized service packages to meet the specific needs of each client, ensuring they receive the right mix of support for their unique challenges.

Contact us now for Higher Value, Lower Cost, Tailored Strategies.

Contact Us for Your Custom Solution

Our Team

Jason Burton, Owner

Jason has 30 years of experience providing exceptional tax advisory services beginning with 10 years at PwC directing the tax…
Read More
Linkedin

Luke Jackson, Tax Manager

With over a decade of experience as a tax professional, Luke is a highly skilled CPA specializing in corporate and partnership tax matters…
Read More
Linkedin

Alex Dixon, Tax Manager

Alex is a seasoned tax professional and CPA with over 15 years of experience in tax accounting, compliance…

Read More
Linkedin

Maddy Adubra, Tax Manager

Maddy is an experienced CPA with over ten years of expertise in corporate and partnership tax issues. She has experience across private equity…
Read More
Linkedin

Daniel Fuentes, Director

Daniel has 16 years of tax experience, including 10 years with Deloitte and 2 years in industry, with a specialized focus on multistate sales and use tax advisory, compliance, audit defense, refund claims, and tax planning.

Read More
Linkedin

Katherine Juarez, Tax Director

Katherine is a Tax Director with over 20 years of experience specializing in U.S. International Taxation, serving multinational organizations with global tax compliance, cross-border planning, and restructuring strategies.
Read More
Linkedin

Companies We Are Working With

Jason Burton, Owner

Linkedin

Jason has 30 years of experience providing exceptional tax advisory services beginning with 10 years at PwC directing the tax compliance and consulting needs for both public and private clients. He then spent 17 years serving as global head of tax for 3 different energy companies in Houston, TX. For the last 3 years, Jason has built a fractional tax services company, Burton-Tax, into a full-service tax advisory and compliance company that serves the global tax needs for public and private tax companies across the US and Canada.
Jason is a CPA and earned his BBA from Texas A&M University.

Luke Jackson, Tax Manager

Linkedin
With over a decade of experience as a tax professional, Luke is a highly skilled CPA specializing in corporate and partnership tax matters. Luke has successfully managed complex client portfolios, providing customized solutions that minimize tax liabilities while ensuring full compliance. Known for optimizing processes, Luke leverages technology to automate workflows, enhance accuracy, and drive efficiency. Their expertise in implementing innovative systems has significantly improved team productivity and reduced manual errors. Luke previously worked in PwC’s Federal Tax group and in the private utility sector, where he specialized in ensuring compliance with taxing authorities and ASC 740.

Alex Dixon, Tax Manager

Linkedin

Alex is a seasoned tax professional and CPA with over 15 years of experience in tax accounting, compliance, and advisory roles across diverse industries such as private equity, oil & gas, financial services, and construction. A proud graduate of Baylor University, Alex excels in managing complex tax filings, preparing detailed financial projections, and overseeing both internal and external audit processes. With a proven track record of leading teams and navigating intricate tax regulations, Alex consistently demonstrates a keen ability to analyze financial data, develop strategic tax solutions, and ensure compliance with domestic and international tax laws.

Maddy Adubra, Tax Manager

Linkedin
Maddy is an experienced CPA with over ten years of expertise in corporate and partnership tax issues. She has experience across private equity, oil & gas, financial services, and construction industries. Maddy manages complex client portfolios, provides custom tax solutions, and ensures regulatory compliance. She excels in intricate tax filings, financial projections, and audit processes. Her background includes working at Deloitte Tax’s Business Services Group and in the private insurance and investment sector, focusing on compliance with taxing authorities and ASC 740. Maddy is a proud graduate from Drexel University, where she earned both her Bachelor’s in Accounting and MBA in Finance and Business Analytics. 

Daniel Fuentes, Director

Linkedin

Daniel has 16 years of tax experience, including 10 years with Deloitte and 2 years in industry, with a specialized focus on multistate sales and use tax advisory, compliance, audit defense, refund claims, and tax planning.

Daniel has advised clients on a broad range of sales and use tax matters, including multistate compliance, transaction tax reviews, audit defense, managed audits, refund opportunities, taxability analysis, and process improvement. His experience includes helping businesses navigate complex sales and use tax issues across multiple jurisdictions and industries, including oil & gas, manufacturing, retail, and technology services.

Daniel earned his BBA in Finance from Texas A&M University.

Katherine Juarez,
Tax Director

Linkedin

Katherine Juarez is a Tax Director with over 20 years of experience specializing in U.S. International taxation. She helps a variety of multinational organizations (both private and publicly-traded, and US and non-US) with their global tax compliance, tax provision, Pillar 2, cross-border tax planning, reorganizations/restructurings, cash repatriations and audits.

She has served clients in various industries including Oil & Gas/Energy, Technology, Communications and Manufacturing. Prior to her consulting role, she worked at PWC, KPMG, Deloitte and UHY, and served as U.S. International Tax Leader at Baker Hughes in Houston, Texas where she worked for more than 10 years.

Katherine is a licensed attorney in California and obtained her masters degrees (LLM/LLM in Taxation) from Northwestern University School of Law.