Personalized Online Tax Service
Your Online Income Tax Service Specialist
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.
Our tax specialists are in high demand, and space is limited.
To become a valued client, simply create a portal, next review and sign the Letter of Engagement. During enrollment, you’ll be prompted to pay a $50 upfront fee.
What your enrollment grants you:
- $50 credit toward your completed tax return ($60 credit during early bird special)
- A dedicated personal tax specialist
- IRS Support Assurance
- W-4 supply and adjustment support
- Continuing tax related support throughout the year
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.
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.
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.
NOTE: If filing jointly an email address will be required for each signiture verifcation as required by IRS.
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.
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.
Uploading Tax Documents: Scanning just got easier
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.
Click the link for an instructional video on How To Scan a Document.
- 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.
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
5
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 (nothing to download). This is completed by clicking on a sent link where you pick the best time and day that fits your busy schedule.
We'll review your tax return together and offer any adjustment suggestions to make next year even better. Should you owe state or federal taxes we'll offer a scheduled payment option for a direct debit from your bank taking out the stress of mailing and the online payment credit card charges.
- Through the portal you will have access to your tax documents. If you do not wish to have access to your documents we will be happy to place them behind further firewalls for peace of mind.
Signitures and Invoices
Once a full review of your tax return with your tax specialist is complete and all parties are in agreance of the outcome you can complete the final stages securely through the app by e-signing the required documents to file with the IRS and make payment for services.
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 or have additional tax related questions or concerns.
Frequently Asked Tax Questions
Q: What is BTS.TAX?
A: BTS.TAX is a fully remote tax preparation service offering individual and business tax filing, consultations, and year-round support through a secure online portal. We offer unparalleled convenience—no lines, no waiting rooms, and no trying to fit an office visit into a busy day. Everything is handled securely online, on your schedule.
Q: How much do you charge?
A: Our pricing varies based on the complexity of your tax return, the number of forms required, and the amount of time involved.
Individual returns typically start as low as $199 (includes Fed and State filing), with additional charges for items such as multiple income sources, self-employment, prior-year filings, or special forms.
Business and multi-year returns are priced separately based on scope.
You can view some of our pricing directly on our website — click here for more pricing details.
Q: Do you meet clients in person?
A: No. Except offering in-person document drop-offs, BTS.TAX operates 100% online. All tax reviews and meetings with your specialist are conducted through secure video conferencing or phone call if preferred.
Q: How do I get started with BTS.TAX?
A: Getting started begins online. Create your account in our secure client portal, read through and sing the Engagement Letter, pay the $50 upfront fee, and fill out your tax organizer.
Q: What is the $50 upfront fee?
A: The $50 upfront fee is required to begin work on a tax return and is credited back toward your final invoice.
Q: How do I provide my tax documents?
A: You have several options:
- Drop off documents in person during business hours if you live near our office
- Upload documents directly through your client portal (most common)
- Use our mobile app with a built-in document scanner
- Scan documents using your own scanner and upload them to the portal
Most clients submit documents electronically for speed and convenience.
Q: Do I need to start online before dropping off documents?
A: Yes. All clients must complete the online onboarding process before dropping off documents.
Q: How do I know you received my documents once I’ve uploaded them?
A: The client portal is not an email service—it is a direct, secure connection between you and your tax specialist. If you can see the documents in your portal, we can see them as well.
Q: What if I forget to upload a document?
A: No problem. You can upload documents to your portal at any time, and your tax specialist will be notified automatically.
If your tax specialist notices that a document is missing or that additional information could help maximize deductions, they will reach out to you through portal chat.
Q: What if I am filing multiple tax years?
A: When filing multiple tax years, we generally begin with the furthest back year first. The only exception is when filing the current year first is necessary to meet filing deadlines—in that case, the current year will be prioritized.
If you are filing multiple years, the $50 upfront fee should be applied only to the final tax return completed. If the upfront fee is applied to an earlier year, an additional upfront fee will be required before proceeding with the next return.
Q: How many years of taxes can you file?
A: We can file the five most current tax years.
The current year and past two years may be filed electronically.
Returns older than the current year and past two years must be mailed.
We prepare the returns, provide the completed documents, and supply the correct mailing addresses. Mailing and delivery tracking are the client’s responsibility.
Q: When will you start working on my tax return?
A: Once you have uploaded your tax documents and completed your tax organizer, be sure to click the Submit button. This lets us know your information is ready. Your personal tax specialist will then send an introductory message and begin reviewing your tax documents.
Q: How do I know if my taxes are being worked on?
A: You can check the status of your tax return at any time through the client portal. The portal shows where your tax specialist is in the process and keeps you informed as your return progresses.
Q: How can I communicate with my tax specialist?
A: You can communicate with your tax specialist in three ways:
- Secure portal chat (preferred)
- Phone, using a direct extension
Using the portal allows your specialist the time needed to provide detailed and accurate responses, while keeping all communication organized and secure.
Q: How are tax returns reviewed?
A: Once your return is prepared, your tax specialist will review the results with you via video conference and explain everything in clear, easy-to-understand terms.
Q: Can I pay my taxes through BTS.TAX?
A: Yes. We offer a scheduled payment option at no additional fees. You may choose a payment date anytime on or after the filing date of your tax return, helping you avoid credit card fees and mailing risks.
Q: Do you provide year-round support?
A: Yes. BTS.TAX provides year-round support, not just during tax season.
Q: Can I schedule a consultation?
A: Yes. Consultations are available for an additional service fee and may be scheduled before or after uploading documents.
Common reasons clients schedule consultations include:
- Reviewing prior-year tax situations
- Filing multiple years of unfiled returns
- Discussing balances due and payment options
- Planning for self-employment or side income
- Understanding how forming an LLC may impact taxes
- Getting clarity before submitting documents
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.
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.
