Benefit Tax Advisors has one primary mission: to Safeguard your Financial Future. Today. Every client is unique; therefore, BTA accomplishes its purpose utilizing several strategies, including Tax Resolution, Asset & Income Protection, and Tax Planning.

Tax Resolution consist of programs such as Offer-in-Compromise (OIC), Currently-not-Collectible, Fresh Start, Short Pay Installment Agreement, Penalty & Interest Abatement, Tax Return Amendment, and Audit Reconsideration. Your personal circumstances, income, and assets will determine which mitigation strategy is best for you. This is something BTA uncovers during the discovery stage of your case. Upon completion of our initial exploration, BTA will make a professional recommendation and discuss the plan to achieve your goals.

Asset & Income Protection also includes different methods. BTA will develop a personalized blueprint to protect you from collection actions like wage garnishment, bank levy, and property seizure. You’ve worked hard for your money and possessions and we intend to shield them from the taxing authorities and, in some instances, any other entity.

For some people, a Beneficial, Irrevocable Trust may provide premium Asset & Income Protection. Depending on your objectives there may be no better instrument on the planet to protect your wealth and mitigate your taxable income. While securing your assets for the beneficial use of current and future heirs, a Beneficial, Irrevocable Trust has the ability to reduce your taxable income by as much as 90%.

Once BTA has performed and placed you in the best position to move forward, we will supply tax planning that will ensure you keep as much money in your pocket as possible. Philanthropy is admirable, but wouldn’t you prefer to choose where yours is applied instead of leaving it up to the government? BTA wants to build a life-long relationship with you and the only way for us to achieve that is to provide excellent customer service and exceed expectations. These are the experiences you can expect as a BTA client.