Tax Services

BLT&A, a life partner you can trust…

We believe in performing your tax services with the same quality and integrity that we apply in conducting our own financial affairs. We will treat you as our partner as we seek to minimize your tax liabilities and enhance your net worth. We value the friendships we have with our clients, and want each of them to succeed. Due to our experience over many stages of life, we will provide a unique perspective in evaluating your circumstances. Our solutions will help you with your current opportunities and challenges. We provide tax services in any taxing jurisdiction in the United States and to a wide variety of small businesses.

We are a CPA firm that is very skilled at providing personal services to our clients.

Tax Service Options:

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Gold Level Service

• Monthly unlimited email consultations
• Tax return review and planning included on joining the program
• Tax audit & Inquiries (standard billing rate)
• Personal returns and one business tax returns included (for common tax forms)
• Extra tax forms billed by form at standard billing rate
• Annual tax planning session included
• Quarterly tax planning updates
• Returns for minor children included
• Estimated tax calculations and extensions included
• Requires deposit to join and $75 monthly retainer

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Silver Level Service

• Occasional, short-email consultations
• Tax audits and inquiries (standard billing rate)
• Personal and one business tax return per year included (for common tax forms)
• Extra tax forms (standard billing rate)
• Annual, quarterly and program start tax planning sessions (standard billing rate)
• Returns for minor children $100 each
• Estimated tax calculations, and extensions (standard billing rate)
• Requires monthly retainer for the costs of returns, and one year commitment
• Affordable monthly payments to make payment for tax returns easier

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Bronze Level Service

• Self-service tax return preparation free for basic returns at website (
• CPA review of returns, or assistance with preparation, billed at standard billing rate
• Other tax services billed at standard billing rate

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Custom Service

We are happy to negotiate a service and billing arrangement which fits our mutual goals and circumstances. Just ask us; we likely can achieve your objectives.