Tax Preparation & Planning

Individual Tax

We have a year-round approach to tax planning that can help you anticipate the tax consequences of various financial decisions, so you can make educated choices. We provide you with information and resources throughout the year, along with continuous alignment of key tax-saving strategies with your long-term financial goals.

Individual Tax Planning & Consulting

  • Year-round tax planning and quarterly estimated payment analysis
  • Planning updates for tax legislation changes
  • Tax-efficient charitable giving consulting

Individual Tax Compliance

  • Preparation of annual federal, state, and local tax returns and information returns.
  • Tax audit representation
  • Tax appeals and examination resolution
  • Notice resolution

Business Tax

Our focus is on small to medium size businesses whether you have a C-Corp, S-Corp, LLC or partnership. Constantly changing tax laws and regulations, government requirements, and business expansion implications can present challenges in ensuring the accuracy of income tax planning and reporting.

BAILEYCOLE has experience helping private companies from start-ups to established organizations effectively manage taxes in a way that aligns with overall business objectives and operations. Our services range from tax planning and compliance to government reporting and consulting on general business tax concerns.

Business Tax Planning & Consulting

We will work with in the following areas

Tax audit assistance and representation

Year-round tax planning

Quarterly estimated payment analysis

Planning updates for tax legislation changes

Choice of entity reviews for new and existing businesses

Consulting on tax-related matters

Business Tax Compliance

Preparation of annual federal, state, and local tax returns and information returns