Welcome to BTS.TAX!

Getting started is simple. Begin by creating your secure online portal at bts.tax and completing the initial information needed to prepare your return.

Once submitted, you’ll be assigned a personal tax specialist based on your details. Your specialist will guide you through the process, communicate directly with you, and schedule a secure review meeting to go over your return, answer questions, and discuss opportunities to improve future tax outcomes.

You may submit documents online 24/7 or drop them off in person during business hours once your intial portal information is complete.

Please Note: All meetings are virtual and not in person.