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BTI Professional Services, Inc.

 Member | 1,043 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.

BTI Professional Services, Inc. was established in 1981 by Ms. Marilyn Ratliff, EA. We have been in business since 1981, helping companies and individuals with their Federal and State tax preparation needs in California and for all 50 States.

The staff of BTI provide income tax preparation services for businesses and individuals, estate tax planning, representation when interfacing with the IRS as well as tax problem resolutions. We also provide full bookkeeping and payroll services.

OUR MISSION
Our mission is to provide excellent service for tax preparation, bookkeeping and representation before the taxing agencies for taxpayers and businesses.

OUR GOAL
Our goal is to keep our clients in compliance with all the taxing agencies and help them succeed.

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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.

Industry Resources
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Additional Info

DBAs:

BTI Insurance Services
BTI Professional Svc

Websites:
There are no additional web sites.

Contacts:

Joseph Zayas (Agent)
CICILIA (accounts payable)
John Lodwick (CFP)

Other Categories: