BTS.TAX Request Form

Serious Security

We take protecting your data serious. All information submitted is protected through encryption and delivered to private secure server. If you have any questions please don't hesitate to call.

816-214-8338

Returning Client

New Client

Who is Primary on the tax return?

I am Primary on the tax payer Spouse is Primary tax payer

Check if you or anyone in your household had healthcare marketplace insurance in the past year?

Returning Clients: Please choose primary based on last years tax filing

Your Information

First Name

Last Name

Social Security Number

Phone Number

Email address

Spouses Information

First Name

Last Name

Social Security Number

Phone Number

Email address

Our online process

Submit a request (Introductions)
- We'll send you an easy to understand form on an encrypted secured channel.
We'll confirm and begin to process your tax return.
- Email will contain more specific details.
We'll notify you to schedule a convenient time for a private online video call (phone optional) for review.
- We'll explain your tax return to you so you have peace of mind.
You will receive (via email) an authorization form with a financial break-down for this years tax return
Only after approval do we collect payment and e-file your documents to Federal and all States
- Or provide mailing instructions and envelopes when necessary
A copy of your tax return is provided to you digitally or you may visit our office for a physical copy (fees may apply).

With this portal connection you will have a secure and direct connect with your tax preparer throughout the year.

I certify that the information provided to BTS.TAX tax service is accurate and complete to the best of my knowledge. I am requesting BTS.TAX tax service to prepare my tax return.

Additional Questions/Comments

Your information will be encrypted.

If you have any questions or need assistance please contact us. You may drop off your tax information to our office. Due to COVID our lobby is limited to 3. You will be required to wait outside if lobby if full.

(816) 214-8338
www.bts.tax
5821 NE Antioch Rd, Kansas City, MO, 64119