BTI Professional Services with our Enrolled Agents, is licensed to Practice before the Internal Revenue Service as well as handle your State tax returns - Nationwide. 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 our clients since 1981 by Ms. Marilyn Ratliff, E.A. (Enrolled Agent.)
BTI also offers complete bookkeeping and payroll services. BTI Professional Services, Inc., has been serving our clients since 1981 by Ms. Marilyn Ratliff, E.A. (Enrolled Agent.)
Services
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.
Estate Tax Planning - The experts at BTI Professional Services can examine your estate tax planning and tax-advantaged strategies including IRA's, mortgages, insurance policies, real estate, high-net-worth divorce and trusts. We can also discuss the future of estate tax laws with you and advise you accordingly for your benefit and the benefit of your loved ones.
A: Enrolled Agents are individuals licensed by the federal government to represent taxpayers before the Internal Revenue Service. Enrollment dates back to 1884, when Congress acted to regulate persons who represented citizens in their dealings with the Treasury Department, after questionable claims had been presented for Civil War losses.
Tax practitioners vary widely in their experience, education, areas of expertise, and cost. Has passed an extensive test on tax law and preparation administered by the IRS. No college degree is required, however the individual must attend annual tax update classes in order to maintain status. Some enrolled agents are former IRS employees who are not required to take the test if they had at least five years of technical experience on the job.
Reviews (2)
Lee W.
Jul 31, 2018
Marilyn K Ratliff, EA was not informed on who I was allowed to claim as a dependant & therefore, several of my prior years' taxes were done incorrectly by her. When I finally realized the situation, I 'pushed' her on the matter. She then produced an IRS Quickfinder answer book, turned to the page regarding dependants, & asked me to "carefully" read the information presented in the Quickfinder.
After reading & following the 'If this., then that.' statements, I informed Marilyn that, from what I had just read, the Quickfinder supported my belief that I should be able to claim a specific dependant on my taxes. Marilyn became even more noticeably annoyed, telling me in no uncertain words that I was wrong. Next, Marilyn quickly got onto the internet & went to the IRS website, & in my opinion, not for actual research but instead in her attempt to prove me wrong & therefore shut me up.
After about 20 minutes agressively searching the IRS website, She appparently thought that she found what she was looking for. Marilyn adjusted her computer screen so that I could also see what she had found, which was an example written by the IRS that pertained specifically to my tax inquiry & situation. "Here, listen to this." Marilyn declared smugly & proceeded to read the example aloud, start to finish.
As she read on, her demeanor clearly changed. It was apparent that she finally began to understand that the EXAMPLE she was reading/referencing as provided by the IRS, supported my belief that I was allowed to legally claim the person as a dependant & that I had been correct all along. Knowing that she so earnestly wanted to prove me wrong but was unsuccessful at doing so, it seamed she became frustrated, annoyed, highly irritated, humiliated, demeaned & only the slightest bit embarrassed as well.
After everything that had transpired that day in her office, Marilyn could not & would not admit her mistake. She was not pleased with her learning experience & was not excited to move on with her new knowledge. She maintained her 'bad' attitude for the remainder of our meeting & I was not even offered the smallest of appology from her. I was left feeling from her that I, the IDIOT, had questioned the omnipotent professional, & by some strange luck or kink in the cosmos, had gotten away with it.
After reading & following the 'If this., then that.' statements, I informed Marilyn that, from what I had just read, the Quickfinder supported my belief that I should be able to claim a specific dependant on my taxes. Marilyn became even more noticeably annoyed, telling me in no uncertain words that I was wrong. Next, Marilyn quickly got onto the internet & went to the IRS website, & in my opinion, not for actual research but instead in her attempt to prove me wrong & therefore shut me up.
After about 20 minutes agressively searching the IRS website, She appparently thought that she found what she was looking for. Marilyn adjusted her computer screen so that I could also see what she had found, which was an example written by the IRS that pertained specifically to my tax inquiry & situation. "Here, listen to this." Marilyn declared smugly & proceeded to read the example aloud, start to finish.
As she read on, her demeanor clearly changed. It was apparent that she finally began to understand that the EXAMPLE she was reading/referencing as provided by the IRS, supported my belief that I was allowed to legally claim the person as a dependant & that I had been correct all along. Knowing that she so earnestly wanted to prove me wrong but was unsuccessful at doing so, it seamed she became frustrated, annoyed, highly irritated, humiliated, demeaned & only the slightest bit embarrassed as well.
After everything that had transpired that day in her office, Marilyn could not & would not admit her mistake. She was not pleased with her learning experience & was not excited to move on with her new knowledge. She maintained her 'bad' attitude for the remainder of our meeting & I was not even offered the smallest of appology from her. I was left feeling from her that I, the IDIOT, had questioned the omnipotent professional, & by some strange luck or kink in the cosmos, had gotten away with it.
Fabian L.
Jun 13, 2012