BTA TAX ADVISORS, PC
BTA Tax Advisors, PC provides proactive, personalized tax consulting and compliance (tax return preparation) , IRS representation and delinquent filings, financial planning and eldercare services.
Our services are built upon 32 years of experience with the largest CPA firms in the world. Our tax consulting and compliance practice focus is on individuals and closely-held or family businesses. We are advocates for our clients and take pride in contributing to their success.
Sophisticated planning at reasonable price.
Frequently asked questions
What is your typical process for working with a new customer?
Interview to see if there is a mutual interest and proper fit.
What education and/or training do you have that relates to your work?
CPA. 30+ Years of extensive tax planning and preparation. Served small business, individuals and very high net worth families during career at International Accounting firm as a General Partner.
Currently work only with individuals and family business.
Significant experience in real estate investing (deferred exchanges, rental, flipping etc). Stocks, options etc.
Do you have a standard pricing system for your services? If so, please share the details here.
Fixed price. Pay once per year when tax returns are completed.
Rates are actually comparable to franchise preparers, but with ongoing personal service and consulting.
How did you get started in this business?
Hired directly out of college directly into International Accounting firm.
What types of customers have you worked with?
My carreer has spanned all types of business, individual, trust, estate etc tax clientele.
Currently I work primarily with individuals, family and small businesses.