Business Details
28 Years
experience
Your Trusted Partner for Tax and Accounting Solutions
For over 25 years, BBTA Tax Advisors has been dedicated to providing comprehensive tax and accounting solutions to small businesses, families, trusts, and estates across the United States. Our team of experienced professionals, including Enrolled Agents and NTPI Fellows, specializes in navigating complex tax codes, resolving IRS disputes, and offering personalized financial guidance. We pride ourselves on understanding the unique needs of our clients, whether they require routine filings, specialized trust tax services, or strategic business growth planning.Our commitment to excellence is reflected in our nationwide reputation and the trust our clients place in our expertise. We stand behind our work, ensuring compliance while maximizing financial benefits for individuals and businesses alike. With offices in Metro Detroit and Ann Arbor, we combine local accessibility with the efficiency of virtual services to meet our clients' evolving needs.
Services
Tax Preparation
Small Business Accounting
Estate & Trust Tax
IRS Representation
Tax Planning
Details
- Year established: 1998
Highlights and features
- We offer 25+ years of specialized tax and accounting expertise.
- Our team provides personalized IRS dispute resolution services.
- Nationally recognized specialists in Special Needs Trust taxation.
- Comprehensive support for small businesses and estates nationwide.
- Proven track record in minimizing tax liabilities and maximizing returns.
Associations and certifications
- Enrolled Agent (EA)
- National Tax Practice Institute (NTPI) Fellow
Services
Tax Preparation
Comprehensive tax preparation services for individuals and businesses, ensuring compliance with federal and state regulations. Our experts handle ordinary filings and complex returns, maximizing deductions while minimizing liabilities. Specialized expertise in trust, estate, and Special Needs Trust taxation ensures accurate, tailored solutions for unique financial situations.
IRS Representation
Professional IRS representation for audits, collections, and tax debt resolution. We negotiate settlements, reduce penalties, and guide clients through complex IRS procedures. With deep knowledge of tax law and dispute resolution strategies, we advocate for favorable outcomes while protecting client interests throughout the process.
Small Business Accounting
Full-service accounting for small businesses, including bookkeeping, payroll, and financial reporting. We help businesses maintain accurate records, manage cash flow, and plan for growth. Our services integrate tax planning with operational accounting to ensure compliance and support strategic decision-making for long-term success.
Estate & Trust Tax
Specialized tax services for estates and trusts, including court accounting and compliance. Our team excels in managing tax obligations for Special Needs Trusts, ensuring adherence to evolving regulations. We provide detailed reporting and planning to protect assets while meeting fiduciary responsibilities efficiently.
Tax Planning
Strategic tax planning to minimize liabilities and optimize financial outcomes. We analyze individual and business scenarios to implement proactive strategies, from retirement planning to business expansion. Our approach combines regulatory expertise with personalized advice to align tax decisions with broader financial goals.
People
Courtney Kosnik
President
Courtney Kosnik, an Enrolled Agent and NTPI Fellow, leads BBTA Tax Advisors with over 25 years of expertise in tax strategy and compliance. Specializing in complex tax resolutions and Special Needs Trusts, she has authored industry publications and built a nationwide reputation for client-focused financial solutions.
Questions
What tax services do you offer for small businesses?
We provide bookkeeping, payroll, tax filings, and strategic planning tailored to small business needs.
Can you help resolve IRS tax disputes?
Yes, our team specializes in IRS representation, including audits, collections, and debt settlement.
Do you handle personal and business tax planning?
We offer integrated tax planning for both individuals and businesses to minimize liabilities and optimize financial goals.
What areas do you serve?
We operate in Metro Detroit, Ann Arbor, and provide virtual services nationwide.
