816-214-8338

  Online Tax Service

Your Online Income Tax Service Specialist


 NOTICE:  This is not an automated online tax service.  All information is handled by a live tax service professional.
Do not expect instant results after submitting information.

 Personalized & Convenient Tax Services


  No more long lines, waiting for someone to quickly throw in your data, and hope for the best. Completing your tax return just got a whole lot easier. Simply answer a few questions, upload your tax documents, and the tax specialist will do all the work. Then schedule a convenient time for a face to face review of your tax return through secure video conferencing. Once all completed your tax return will be e-filled with the IRS, any state(s), and city. You will also have year round access to a copy of your tax return. Just follow the steps below to get started. If you have any questions we are here to help.

Step By Step Instructions
Easy Online Portal

Benefits of our online portal


Take back control of your time and money with the ease and benefits of our online portal. Listed below are some of the great services you will receive


  • Responsive tax organizer helping you know what documents are needed
  • Optional App with built-in scanner for uploading documents
  • Direct phone extension and messaging to your dedicated personal tax specialist
  • Scheduled updates as your tax return progresses
  • Convenient scheduling calendar letting you pick the day and time for a review
  • As always, you will receive an online face to face consultation with a comprehensive review of your tax return along with possible suggestions on how to improve for next year's return.
  • Easy online secure payments and signature pages so we can get your tax return electronically filed with the IRS
  • You receive a digital copy of your tax return which is available all year 24/7
  • With our online portal you also receive IRS Support Assurance at no additional cost.
Audit and IRS Letter Assistance

IRS Support Assurance


Utilize our user-friendly online portal and unlock the added benefit of IRS Support Assurance, all at no additional cost. At BTS.TAX, we stand by your side with expert assistance throughout IRS letters and audits. Expect clear communication, strategic solutions, and dedicated representation from our seasoned team. We streamline the process, safeguarding your rights and financial stability. Elevate your confidence with our unwavering guidance and comprehensive support.

Processing Your Tax Return Has Never Been Easier

  Step by Step Instructions

Follow the steps below making this tax season a little more bearable. Once completed you'll have access to all your tax documents and finalized tax return ready at a moments notice should the need arise for a home loan or other various credit check requirements.

Phone App with Built-in Scanner

Don't have a Computer? Taxes by phone.

We understand not everyone has a computer. However, we do find most all have a cell phone. That's all you need. Our phone app makes it easy to completer your tax reurn online. Just simply sign in by creating a password, follow the easy to navigate client tax organizer and upload your documents through the built in scanner.

Creating Your Portal: Signing In

The first step is creating your new portal that will enable you to upload documents, chat with your tax professional, schedule to review your tax statement, sign any documents, and make payments.


Let's Get Started! Click on the "get Started" button where a new tab where you will be prompted to submit you email address and create a new password.


STEP


2

Complete The Tax Organizer: Easy To Navigate

Our tax organizer makes it easy to navigate by asking simple questions to determine the tax documents that will be needed for your return. You will be prompted to upload during the process or at a later time. We even provide a built-in document scanner in our phone app to make it easier. Once completed. you will be assigned to a tax specialist that will introduce themselves and update you on the estimated processing time.


  • If you don't have your documents on your computer or access to a scanner, you can conveniently return later using the phone app with built-in scanner.

STEP


3

Chats & Tasks: Keeping You Informed

We'll keep you up-to-date with our progress as we search for the best deductible scenarios to maximize your tax return. If  we discover any forms you might be missing we'll notify you, once confirmed we'll add a task for you to upload the form. Once you've uploaded it we will be notified so the data can be entered.


  • whenever you need to contact you tax preparer just click the New Chat button on the right, indicated with the red arrow. This will start your chat session.


STEP


4

Schedule A Face To Face Review and Complete

As we wrap up your tax statement you will be asked to schedule a convenient time for your face to face review through video conferencing. We review your tax return together and offer any adjustment suggestions to make next year even better. You can then make payments as we e-file your tax return. Once completed you'll have immediate access to a copy of your tax return.


  • You will have access to this portal year round should you need to send a copy to your financial institute.



Tax Questions and Information

Frequently Asked Tax Questions


There are rightfully many questions when it comes to tax preparations and seems to be few answers online. Here at BTS.TAX we are here to help clear up any confusion and help get you off to a great year.  Just below are the top questions most asked.  However, there can be many more. Click here if you don't find the answers your looking for.

  • How much does it cost to have my taxes done?

    At BTS we are form based so our fees are based on the complexity of your return and number

    of forms we need to use to maximize your refund or lessen the amount due. It is almost

    impossible to give an exact quote without seeing your information. View our current Pricing page for current averages and any discounts offered.

  • How long does it take to get my taxes completed?

    Once we receive ALL your tax documents your tax return is appointed to a tax specialist. From this point, depending on the complexity of your tax return and amount of those who have submitted their tax documents prior to yours, the time frame ranges from 1 day turn around up to 10 days. This is due to always taking the time to review for any additional tax advantages that might help you save more or receive a bigger tax refund.


  • What if I haven't filed my taxes for the last few years?

    Thank you for asking! We specialize in filing past tax returns. You can receive a refund, if due,

    up to three years in the past. However, if you owe the IRS money, please file to stop the “late

    file” penalty. It is very simple to set up a payment plan on the IRS website. States also have

    similar options

  • Do I have to pay penalties if I am late on filing my tax return?

    If you have refunds due to you, there are no penalties from the IRS or your state. However if

    you will owe taxes then you will have a late file penalty, a late pay penalty and accruing interest

    charges from the IRS and state.

  • I was unemployed this year. What papers do I need to bring you to file?

    If you received unemployment you should file taxes even if you had withholdings taken from

    your unemployment payments as this is counted as income on your tax return

  • What information do you need from me?

    Taxpayers should gather Forms W-2, Wage and Tax Statement, Forms 1099-MISC,

    Miscellaneous Income, and other income documents to help determine if they're eligible for

    deductions or credits. They'll also need their Notice 1444, Your Economic Impact Payment, to

    calculate any Recovery Rebate Credit they may be eligible for on their 2020 Federal income

    tax return.

    Most income is taxable, including unemployment compensation, refund interest and income

    from the gig economy and virtual currencies.

    We also will review student loan interest statements, education expenses, child care as

    examples

    In addition we will need a copy of your current driver’s license or a recognized form of

    identification

    If you have a refund due we will ask for your deposit information which would be your routing

    number and checking/savings account number

    If you are claiming dependents, we will need a copy of their social security card

    If you have filed with us in the past and we have this information, then we do not need a new

    copy

  • When will I receive my tax refund?

    To quote the IRS: Expect delays if you mailed a paper return or had to respond to an IRS

    inquiry about your e-filed return. You should only call if it has been:



    By law, the IRS cannot issue refunds for people claiming the Earned Income Tax Credit (EITC) or

    Additional Child Tax Credit (ACTC) before mid-February. The law requires the IRS to hold the entire

    refund − even the portion not associated with EITC or ACTC. The IRS expects most EITC/ACTC related

    refunds to be available in taxpayer bank accounts or on debit cards by the first week of March, if they

    chose direct deposit and there are no other issues with their tax return.

    Taxpayers should use Where's My Refund? for their personalized refund date.

    You will need your name, social security number, filing status and amount of refund due.

    Refunds | Internal Revenue Service (irs.gov)

    If you are looking for the status of your state refund, each state has their own web site

  • Do you offer options to have my tax preparation fee taken out of my refund?

    We do have a bank we work with to have your fees paid to us through your return. There is a

    nominal fee for this service the bank charges, and that changes annually. We can refund your

    money to your checking account direct deposit, to a debit card or we can print a check in our

    office. The check printing in our office is only available through our bank products.

NEED MORE ANSWERS? We empathize. Simply click the "I Have More Tax Questions" button to receive the answers you rightfully seek.
Data Protection

Online Security


At BTS.TAX, safeguarding your sensitive personal information is our utmost priority. We go the extra mile to ensure your data is fully protected through a series of stringent measures. Our encrypted portals offer a fortified layer of security, ensuring that your data remains confidential and inaccessible to unauthorized parties. Moreover, our email communications strictly adhere to HIPAA-compliant standards, guaranteeing that your confidential information remains secure during transmission. When it comes to virtual interactions, our video conferencing platforms are also HIPAA-compliant, ensuring that your privacy remains intact even during face-to-face discussions. Rest assured, your information is in safe hands with BTS.TAX, and we're committed to maintaining the highest standards of online security.

Additional Tax Service Option

Offer and Compromise Tax Debt Relief

The Offer and Compromise program allows taxpayers to propose a compromise to the IRS, stating the reduced amount they can afford to pay to settle their tax debt. To be eligible, taxpayers must meet certain requirements and demonstrate their inability to pay the full amount owed.

Learn more
irs debt settlement

Providing great tax services all year

Save time

Leverage our portal for personalized tax prep by specialists. Your optimal tax return is our commitment.

Security

Online, we ensure utmost security for your data. Your information is safeguarded with care.

Friendly support

If you need assistance with our online service or just a 2nd opinion on last years taxes, we're here to help.

Easy online service

From start to finish you can have your taxes completed by the professionals at BTS from the convenience of your home

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