ESTATE & TRUST TAX EXPERTS
Special Needs Trusts | Accounting | Court Accounting | Bookkeeping | Payroll | Tax Filings | Tax Planning
The IRS rules for Estates and Trusts are complicated, and guidance on new laws is issued regularly. We specialize in the extra care and attention that Special Needs Trusts require to keep the trust and trustee compliant.
Law Firms and Partners - discover why our clients on the East and West coasts love our lower Midwest billing rates and attentive customer service.
GET A FREE CONSULTATION
We're here to solve your tax problems and help you meet your financial goals.
Call, email, or use this contact form to schedule a free consultation with our team of tax and accounting professionals.
(888) 808-7748 | (586) 276-0720
TAX EXPERTISE FOR SPECIAL NEEDS TRUSTS
Courtney Kosnik and BBTA are privileged to once again author the Tax Law chapters in the latest edition of Administering the California Special Needs Trust and Administering the Michigan Special Needs Trust by Kevin Urbatsch.
WHY CHOOSE BBTA?
25 Years of solving tax problems for people like you.
Courtney Kosnik, EA, NTPI Fellow
President, BBTA Tax Advisors
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.
TAX & ACCOUNTING SERVICES
ESTATE & TRUST TAX PREPARATION
Nationally recognized specialists in Tax for Special Needs Trusts (SNTs) and Estates
INFORMAL & COURT ACCOUNTING
From bookkeeping to payroll, we keep your estate or trust's financial house in order
TAX PLANNING
Proper Tax Planning will save you time, money, and help you meet your goals
ENROLLED AGENTS
AMERICA'S TAX EXPERTS
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.