Your tax return, professionally prepared
A BTS.TAX specialist prepares your business and personal taxes, reviewing eligible deductions for your circumstances. Your service plan brings professional preparation and personal guidance together.
Expert tax preparation.A personal review.
Finish the year with a BTS.TAX specialist preparing your business and personal taxes using the records available through Tandvero. Review eligible deductions, understand the outcome, and get answers to your tax questions in a scheduled personal review.
Request a demo Meet a specialist. Explore Tandvero. No pressure.
Why it matters
Your records and your tax specialist, connected.
The business records and tax information you keep in Tandvero are already available to BTS.TAX. Your tax specialist uses that information to prepare your return and discusses any additional details needed with you. A scheduled review gives you time to understand the result and ask questions.
tandveroILLUSTRATIVE EXAMPLE
Tax preparation and review example
Northline Studio · Year in review
- Records
- Business records and tax information through Tandvero
- Return preparation
- Prepared by a BTS.TAX tax specialist
- Scheduled review
- Walk through the return and its outcome
- Your questions
- Discuss the details with your specialist
A specialist prepares your return and helps you understand it.
Put the details to work.
Your records, already connected
BTS.TAX has access to the business records and tax information you keep in Tandvero, saving you time and effort searching for and gathering those records at tax time. Your specialist can work from the information already available and follow up with you for anything else needed.
Understand the outcome
Meet with your specialist to review your return and ask questions. Step-by-step estimated-tax guidance and what-if calculators for retirement contributions, 401(k) withdrawals, and W-4 withholding help you prepare for planning conversations.
Tax expertise with nationwide reach
BTS.TAX’s team includes enrolled agent(s). Enrolled agent status is the highest credential awarded by the IRS and carries unlimited rights to represent taxpayers before the IRS nationwide. Bring questions about tax rules and changes to a specialist who can help you understand their effect on your situation.
In everyday practice
From organized records to a personal review.
- 01Keep your business records and tax information current in Tandvero.
- 02Your BTS.TAX specialist prepares your tax return using the available information and follows up on any additional details needed.
- 03Attend a scheduled review to walk through the return, understand the outcome, and get answers to your questions.
A real conversation about your business
See how it could work for you.
Meet a live specialist and learn how your Tandvero records connect with BTS.TAX preparation. Discuss what to expect when your specialist prepares your return and reviews the outcome with you.
We’ll discuss fit and availability together. Enrollment is limited so we can give each client professional, personal attention.
Request a demo No pressure to sign up.