Achieve Your Financial Goals with Confidence
At BBTA Tax Advisors, we are committed to providing top-notch tax and accounting services to small businesses, families, trusts, and estates across the USA. With over 25 years of experience, our team of Enrolled Agents and tax professionals has helped thousands of clients achieve their financial goals. Our expertise lies in tax preparation, accounting, bookkeeping, payroll, and estate and trust services.
Our Story
Our founder, Courtney Kosnik, is a certified Enrolled Agent (EA) and a National Tax Practice Institute (NTPI) Fellow. With a passion for helping others, Courtney has built a team of experts who share her vision of providing personalized tax and accounting services. Our mission is to help small businesses, families, trusts, and estates achieve their financial goals and navigate the complex world of taxes.
Our Services
We offer a range of services designed to cater to the unique needs of our clients. Our tax preparation services include individual, business, and estate tax preparation, as well as IRS representation and audit support. Our accounting services include bookkeeping, payroll, and QuickBooks online services. We also specialize in estate and trust services, including tax planning and compliance.
What Sets Us Apart
At BBTA Tax Advisors, we take pride in our personalized approach to tax and accounting services. We understand that every client is unique, and we take the time to listen to their concerns and goals. Our team of experts is committed to providing exceptional service, ensuring that our clients receive the best possible outcome. We believe that our clients' success is our success, and we strive to build long-term relationships built on trust and reliability.
Why Choose BBTA?
Choosing the right tax and accounting partner can make all the difference in achieving your financial goals. At BBTA Tax Advisors, we offer a unique combination of expertise, personalized service, and commitment to excellence. Our team of Enrolled Agents and tax professionals is dedicated to helping you navigate the complex world of taxes and accounting. Whether you're a small business owner, an individual, or a trust or estate, we have the expertise to help you achieve your financial goals.
Client Feedback
Overall Satisfaction
The majority of clients are extremely satisfied with the services provided by BBTA Tax Advisors. Many have been clients for several years and have had positive experiences with the firm.
Professionalism and Knowledge
Clients praise the professionalism and knowledge of the staff, particularly Courtney, citing their expertise in tax preparation and planning. They appreciate the attention to detail, prompt responses to questions, and ability to explain complex tax information in an understandable manner.
Efficient and Personalized Service
Clients appreciate the efficient and personalized service provided by BBTA. They value the convenience of the online portal, which makes it easy to communicate and share documents. The staff is always pleasant and responsive, making the tax preparation process as stress-free as possible.
Trust and Loyalty
Many clients have been with BBTA for multiple years, demonstrating their trust and loyalty to the firm. They appreciate the personalized attention and guidance provided, which has helped them navigate complex tax situations.
Minor Complaints
One client mentioned a minor issue with appointment scheduling, but this did not detract from their overall positive experience.
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