Maxwell Burns, CPA

Managing Director

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Maxwell Burns, CPA is the Managing Director of Sagemont

Maxwell Burns is a highly technical CPA with over ten years of public accounting and M&A tax experience. As a Managing Director at Sagemont Advisors, Maxwell leads Sagemont’s team of tax, payroll, and accounting professionals and supervises the entire accounting process from start to finish. Maxwell also supervises Sagemont’s tax controversy practice, with specific focus on Employee Retention Credit resolution.

Along with tenure at KPMG and Alvarez & Marsal, Maxwell previously worked at RSM, a market-leading audit, tax, and consulting firm. In this role, he focused on Cross-Border Mergers & Acquisitions, Tax Advisory, and Structuring for private equity clients and strategic corporate investors.

Maxwell comes from a family of accountants and is the oldest of four accountant brothers. He received a Bachelor’s degree in Accounting from the University of Florida in 2010 and received a Master’s degree in Accounting (Taxation) from Florida State University in 2012. He is a member of the AICPA and is a licensed CPA in the State of New York.

Latest Insights from Maxwell

Unlock Tax Savings: Streamline the Work Opportunity Tax Credit with Sagemont Advisors

Unlock Tax Savings: Streamline the Work Opportunity Tax Credit with Sagemont Advisors

Maxwell Burns recently led a webinar on the Work Opportunity Tax Credit (WOTC), hosted by Sagemont Advisors. Participants delved into the…

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Protecting Your Organization From An Improper ERC Claim

Protecting Your Organization From An Improper ERC Claim

In today’s climate, the Employee Retention Credit (ERC) has become a subject of persistent scrutiny due to the prevalence of fraudulent claims…

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