Signature workflows
The hardest months of the year, prepared.
Two workflows where a family office loses the most time — and where BTree draws a deliberate line around what it will and will not do.
Tax season
We prepare your tax package, not your return.
Gather
Collects K-1s, 1099s, statements and entity activity across every LLC, trust and account — and flags what is missing.
Assemble
Builds workpapers, fills the CPA’s organiser and drafts supporting schedules, each figure traced to its source.
Hand off
Delivers the package. The family’s CPA reviews, prepares and signs as preparer of record.
The line
BTree never files or signs a return. The CPA relationship stays intact, preparer liability stays with the professional, and CPAs become partners, not competitors.
Payroll
Read, explain and draft — never touch the money.
Read
Payroll runs, employer costs and W-2 and 1099 data across every entity, so “what does household staff cost us?” has a sourced answer — and feeds the tax package.
Draft
Flags an unapproved rate change, a duplicate bonus or a contractor without a W-9 before payroll runs, and drafts new hires and off-cycle payments for approval.
Execute stays licensed
The payroll provider remains the system of record. It moves the money and remits the taxes.
The line
BTree reads, explains and drafts payroll. The licensed provider runs it.
Tell us which month hurts most.
Design partners shape which workflows ship first.