Call, email, or use this contact form to schedule a free consultation with our team of tax and accounting professionals. BBTA helps families, small businesses, trusts, and estates across the USA meet their financial goals. Whether you need to stay compliant with the tax code, grow your business, or resolve disputes with the IRS, our team of tax and accounting professionals at BBTA are on your side.
Only Enrolled Agents are required to demonstrate to the IRS their competence in all areas of taxation, representation and ethics before they are awarded unlimited right to represent taxpayers before the IRS. Unlike CPAs which are licensed by the state and might not specialize in tax law, BBTA's Enrolled Agents are federally licensed to represent our clients to the IRS in all fifty states.
Only Enrolled Agents are required to demonstrate to the IRS their competence in all areas of taxation, representation and ethics before they are awarded unlimited right to represent taxpayers before the IRS. Unlike CPAs which are licensed by the state and might not specialize in tax law, BBTA's Enrolled Agents are federally licensed to represent our clients to the IRS in all fifty states.
Reviews (10)
David Banks
Sep 04, 2021
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We are a retired couple living in northern California. The cost of having our tax returns prepared by a local firm led me to seek recommendations from friends for an alternative. Our estate lawyer recommended BBTA and we've worked with them for two tax seasons. The BBTA team is responsive, efficient and highly professional. Courtney's recommendation regarding additional contributions to our retirement accounts saved us thousands of dollars.
Virginie Rolland
Sep 02, 2021
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We are so happy we found BBTA to help us with our personal taxes. Those became complicated, with investments in different countries, and Courtney’s expertise is very valuable to help us navigate through everything. Her fees are definitely covered by the money -and time- she helps us save with her invaluable knowledge. Courtney is very passionate about her job, and it is always a pleasure to work with her. We appreciate the professionalism of the entire staff.
Vaughn Walker
Aug 28, 2021
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We've been happily seeing Courtney for over 6 years. She's been very helpful in our particular situation and provides solid tax and financial advice. Her and her staff work very hard over there, especially during tax season. My only complaint is our appointments start later than the time we requested but she is very thorough each time we come in.
A. Modi
Aug 20, 2021
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BBTA are exceptional. They advised me on what I need to do. This is the first company I have used to file my taxes in a long time. They help answer any questions you may have. Due to them being really busy during tax season they advise you to email them your questions and proclivities.
I can’t give them a perfect 5 star due to the fact I don’t have anyone else to compare to, but that’s on me. Only thing I have to compare to is H&R Block, and turbo tax online. Price wise compared to them they are going to be more, but they can answer your questions without having to go through so many steps
I can’t give them a perfect 5 star due to the fact I don’t have anyone else to compare to, but that’s on me. Only thing I have to compare to is H&R Block, and turbo tax online. Price wise compared to them they are going to be more, but they can answer your questions without having to go through so many steps
Nope Private
Aug 20, 2021
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Brian Chung
Aug 19, 2021
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BBTA has done a terrific job for our family for over 30 years! My father found Courtney after interviewing a plethora of tax prep providers. My dad was an accounting guy and very picky. In selecting BBTA, he made a great choice! After my father's passing, Courtney has continued to work with our family on tax-related estate and property matters. Recently, when we were fast approaching a payment deadline and I was out-of-town and unavailable, BBTA was kind enough to pay the tax bill on our behalf to avoid penalties (of course, we reimbursed the payment shortly thereafter). All this to say, BBTA is
Rita Brady
Aug 18, 2021
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Pss ProbateSupportSpecialists
Aug 02, 2021
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This is an exceptional, very personalized, and HANDS ON company. We not only use their services for our business and personal returns but our decedent's estates and trust work. THEY TRULY GO THE EXTRA MILE. I have every confidence in all information I'm given. The owner TEACHES, as an enrolled agent, for the IRS. They keep abreast of all that is new and make sure to pass that pertinent information to their clients, in language I can understand. This is an exceptional company!
Ellen Cookman
Jul 29, 2021
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I've been a client of BBTA for about 4 years now. Courtney and her team are AMAZING. I run my own firm, and my tax returns are pretty complicated, but BBTA walks me through them each year and helps me estimate my taxes throughout the year so my income tax payments are minimal in April.
Also, I have employees all over the US, and BBTA has successfully set up state income taxes for all of the employees. Just incredible.
I can't say enough great things about BBTA, and I have referred them to many friends and colleagues!
Also, I have employees all over the US, and BBTA has successfully set up state income taxes for all of the employees. Just incredible.
I can't say enough great things about BBTA, and I have referred them to many friends and colleagues!
Violeta Misajlovich
Jul 16, 2021
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