Our Process
Streamline Your Taxes
With BattleTax, you contact us, send us your paperwork electronically, and tell us your concerns or your financial challenges so we can try to help you fight the IRS and keep more of your money!
That's it! We'll handle it from there.
01
Provide Your Forms
Scan or take pics of your forms and send them to us. We'll get started right away!
02
Basic Info
We'll ask you some basic questions about things like job locations, marriage/children and property ownership...etc
03
Tax Forms and Evaulation
We'll do the forms AND evaluate any possible ways to get more back, including things like how you hold and move any funds, and what write offs you might be missing.
04
We (Usually) Get You a Refund
For most people this is the good part! Unfortunately, not everyone gets a refund, but nothing is hopeless!
Even if you have a tax bill, we've helped many people get a payment plan set up with the IRS that is reasonable so you don't get backed up any further.
ABOUT US
When Ephy Kileen started this business in 2010, our country was trying to recover from an economic recession...
...and she figured out a way to investigate the largest US tax preparers and undercut them for the benefit of the US taxpayer. Since then, she's been adding services and loyal customers to the community that Battletax has become.
If you need an independent remote or local contractor in almost any field, feel free to mention it. We have a large group of trusted people we can recommend.
WHY BATTLETAX?
Your Privacy is Our Priority
We're not hackers and you shouldn't have to be either.
Safety can be achieved with good processes easier than it can be with expensive services. For that reason we go with an encrypted customer security portal and physical backups ONLY. We get your info off the "cloud" as soon as possible and delete the encrypted info, only saving on external drives that cannot be accessed at all without holding the physical drive.
01
No Sensitive Info Via Email
Email can get hacked, so we don't even go that route. We will never ask you for anything sensitive via regular communication methods.
02
Customer Portal
We have a dedicated customer portal that is encrypted and only accessible with a username and password that you set up. All sensitive forms and personal info is routed through this for rock-solid security.
03
Triple Physical Backup
Customer Files are ONLY backed up on physical media. No cloud backups. We're currently backed up in triplicate.
BIG BUISNESS PERKS, WITH REAL HUMAN CUSTOMER SERVICE
Instant Returns are BACK!
There is a fee for this service, but if you are in a situation where you need the money fast, we offer the same kind of instant return program as the big tax prep companies.
It's your money on your schedule.
Real Phone Support
When you call us, a person answers the phone.
No AI or answering service. Either we get the call, or you leave a voicemail.
Just people doing people stuff.
Tiers of Service
We have a few kinds of fee structures based on what services we perform. We do tax consulting. (Buying a house or starting a business?)
If your taxes are simple, we can do a per-form fee.
We can even do basic clean-up and bookkeeping. Your service is tailored to you.
