Welcome to Our Website

Please, feel free to browse our website to learn more about the services we offer, as well as the many helpful resources we provide. When you’re ready to learn more about what we can do for you or your business, we encourage you to contact us.

Tax Preparation for Individuals

At BTI Financial, we take our fiduciary responsibility to our customers seriously. Our thorough tax preparation process will minimize potential problems that the IRS or other tax authorities may detect and ensure our clients pay the least amount of taxes possible, based upon every deduction for which they’re eligible.

Tax Preparation for Businesses

We monitor and keep our clients’ business taxes under control, throughout the tax year, by providing ongoing consulting. This allows our business tax clients to take a proactive approach in tax planning, avoiding costly mistakes and taking advantage of every opportunity in the US tax code.

Filing Back Taxes

Allow BTI to provide you with the peace of mind in knowing that we will get you in full compliance with US tax law. Contact us us today to discuss your case. If you voluntarily file your delinquent taxes, you can avoid jail time, in addition to paying the least amount of taxes required by law.

IRS Representation

BTI Financial offers capable IRS representation when you need a qualified professional in your corner. We understand tax laws, and we know how the IRS and the tax system operate. We will ensure that your rights are protected and provide you with the counsel of a qualified tax professional.

Business Bookkeeping

BTI Financial handles all manner of business bookkeeping including accounts payable, accounts receivable, bank reconciliation and budgeting and reporting. Let the professional bookkeepers at BTI Financial provide you with peace of mind, knowing that your books are being handled by experienced financial professionals.

Payroll Services

Outsource your payroll services to the financial professionals at BTI Financial and get back to doing what you do best – growing your business. Our comprehensive payroll services reduce the need for specialized personnel, while ensuring your business payroll is handled accurately and efficiently.

Management Advisory Services

There are critical financial metrics that every business owner should know about their business. Our detailed management advisory services allows our customers to fully understand the daily financial health of their organization, and identify any financial challenges that may develop before they do.

Life Insurance

When you consider how a comprehensive life insurance policy can protect your financial interests, you realize that it’s well worth the investment. BTI Financial is proud to represent Prudential Life Insurance, as an authorized agent, for all of your life Insurance needs.

Retirement Planning

BTI Financial is proud to represent Prudential’s suite of Retirement Planning products. We can ensure that you make the most of your retirement years through a thorough financial assessment and a broad selection of retirement products and services.