While Business & Tax Advisory Group ("BATA") was formed in 2016, it originated in 1997. BATA is the merger of two firms, Tax Solutions Plus and Leinster Advisors.
Cathy Binder founded Tax Solutions Plus in 1997. Steve Given, founder of Leinster Advisors, was initially referred to Cathy as a client, and it soon became obvious that a merger of the two entities would deliver a wider range of services and skill sets resulting in enhanced value to clients. In 2018, Trisha Bonilla joined the partnership, bringing her expertize and client base.
Cathy's niche is devising tax strategies, with a focus on small businesses, real estate, overseas individuals living in the US and US individuals living overseas. Specifically Cathy has an abundance of experience with US/Canadian tax strategies. Steve’s focus is on business formation, operational efficiency and performance improvement. Trisha is a generalist with deep tax knowledge and strong accounting and financial review skils.
The combination of these entities is reflected in the strength and values of Business & Tax Advisory Group LLC.
We offer a wide range of personalized services to individual and business clients. Our primary services include tax efficiency guidance, business strategies, international tax advice, tax strategies for specific transactions, and issue resolution. Of course, we also provide the more routine tax and accounting services.
The majority of our clients are referrals from three sources;
- existing clients,
- our informal network of legal firms, realtor and title companies,
- competitor CPA firms who seek our unique expertise.
Our continual investment of time and resources in professional continuing education, state-of-the-art computer technology and extensive business relationships is indicative of our commitment to excellence.