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BTI Professional Services, Inc.

 Member | 575 inquiries |
Tax Preparation Services

17821 East 17th Street Suite 270
Tustin, CA 92780
| Get Directions

(714) 505-6700

http://www.btiprofessional.com

Monday - Friday: 9:00 am - 5:00 pm

Company Rating

AAA

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Customer Reviews

based on 0 reviews.

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Complaint Experience

N/A

Complaint Resolution Index (CRI)

Membership Information

proud-member

Proud member since 06/10/2021
This company is a Member of Business Consumer Alliance.

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Complaints and Resolutions

Complaint Experience

N/A

Complaint Resolution Index (CRI)

BCA's Summary and Analysis:

We have received no complaints against this company.

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Complaint Closing Statistics

0 complaints against BTI Professional Services, Inc. closed in last 3 years.
Complaints Type of response
0 Making a full refund, as the consumer requested
0 Making a partial refund
0 Agreed to make an adjustment
0 Refusing to make an adjustment
0 Refuse to adjust, relying on terms of agreement
0 Unanswered

Other Information

Company Info

BTI Professional Services, Inc. provides corporate, small business, and personal tax preparation services; bookkeeping; payroll services; insurance services; financial planning services; estate tax planning; audit and collection issues; and more.

Primary Contact: Marilyn Ratliff (President & CEO)
Business Started: 9/22/1982
Social:
About BTI Professional Services, Inc.

We provide tax problem resolution, State and Federal audit assistance, representation with the IRS and all Tax Agencies, along with additional services to meet your complex Tax needs. BTI also offers complete bookkeeping and payroll services.

BTI Professional Services, Inc., has been serving its clients for 32 years. We were established in 1981 by Ms. Marilyn Ratliff, Enrolled Agent. The staff of BTI provides full service income tax preparation for companies and individuals, tax representation with the IRS, tax problem resolution, IRS and State Audit support, income tax preparation services for businesses and individuals as well as Estate Tax Planning, Representation when interfacing with the IRS.

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Licensing

California Department of Insurance

Verified License

License Number: 0646214
Status: Active

California law requires tax preparers to register with the California Tax Education Council, (CTEC) and to post bond in the amount of $5,000.

To verify registration status, contact the CTEC by writing to, P.O. Box 2890, Sacramento, CA 95812-2890, or call (877) 850-2832, or send an email to info@ctec.org. The CTEC also maintains a website for online searches at https://www.ctec.org/payer/content.aspx?contentid=5

For businesses outside of California, please check with the agency that regulates this industry.

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Government Actions

BCA has no information regarding government actions at this time.

Comments and Analysis

We have no further comment about this company's business practices or analysis of its offer that may assist you in your consideration of this company.

Other Considerations

We know of no other matter or practice relating to this company that may assist you in your consideration of this company.

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Additional Info

DBAs:

BTI Professional Svc
BTI Insurance Services

Websites:
There are no additional web sites.

Contacts:

CICILIA (accounts payable)
John Lodwick (CFP)

Other Categories: