Your Estate & Trust
Tax Experts
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.
Estate & Trust
Tax Filing
Precise estate and trust tax filing services that ensure compliance, accuracy, and timely reporting for fiduciaries and beneficiaries.
Court Accounting
Detailed court accounting services that provide clear, compliant financial reports for legal and fiduciary requirements.
Bookkeeping
Specialized bookkeeping services that maintain accurate records and support fiduciary oversight and accountability.
Payroll
Payroll services tailored for special needs trusts and care arrangements, ensuring proper payments and tax compliance.
Tax Planning
Strategic tax planning designed to preserve benefits, minimize tax exposure, and support long-term financial security.
Special Needs Trusts
Expert guidance and ongoing support for special needs trusts to protect assets, maintain benefit eligibility, and ensure fiduciary compliance.
Why Choose BBTA?
Because we help thousands of small businesses, families, and trustees across the USA to meet their financial goals.
Whether you need to stay compliant with the tax code, start or grow your business, or resolve a problem with the IRS, our team of tax and accounting professionals at BBTA is on your side.
Courtney Rothkop
EA, NTPI Fellow
President, BBTA Tax Advisors
Let's Talk.
We're here to take away your tax and accounting stress.
Call, email, or use this form to schedule a time to talk about your accounting needs.
Locations
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 the 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