The Baillie Firm
The Baillie Firm

The Baillie Firm

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Introduction: Tax attorney with public accounting and corporate in house experience. I am a registered IRS preparer with a current, PTIN, EFIN and CAF with the IRS. I am also admitted to practice before the U.S. Tax court. I focus on providing individualized attention and tax planning ideas for my clients. Life is busy. Taxes are hard. The rules are complex. Let Baillie Tax handle your personal and business tax matters. Baillie Tax focuses on using the tax returns as a financial roadmap and scorecard. Why the 1040 as a roadmap: Line 1 is W-2 income. We all know that. But at Baillie Tax we are not just punching keys. We are comparing income year over year. Are you saving enough for retirement? Have your wages stagnated? Has the increasing cost of healthcare wiped away any salary increase? Similar analysis is done for interest, stocks, real estate and business. Page 2 is Itemized deductions and tax liability. I review the opportunities here to maximize deductions and limit taxes (income, alternative minimum, net investment and self employment). I counsel my clients on these opportunities including the benefits of home ownership , maximizing charitable contributions for effectiveness and deductibility, and bunching opportunities. Allow my focus on personal service to help you achieve tax minimization.
Overview

Hired 16 times

1 employee

16 years in business

Payment methods

Cash, Credit card, PayPal, Square cash app, Venmo

Social media

Facebook, Twitter

Top pro status

Top Pros are among the highest-rated, most popular professionals on Thumbtack.

Jan - Jun

Featured Projects

3 photos

Reviews

Customers rated this pro highly for responsiveness, value, and punctuality.

Excellent 4.9

10 reviews

5
90%
4
10%
3
0%
2
0%
1
0%

Thomas K.

Individual Tax Preparation

Sep 18, 2017
·
Verified
Peter M.

I was provided with multistate tax filings and consultation. Extremely professional, knowledgeable and personable. An excellent experience overall. Would recommend highly.
Apr 10, 2017
Jonathan A.

Mr. Baillie provided excellent advise regarding some business dealings, and prepared our business returns to provide the maximum return.
Apr 12, 2017
John W.

Brian always takes care of us, we wouldn't want to deal with anyone else.
Mar 17, 2018
K. k.

Individual Tax Preparation

It is too early to give an informed opinion.
Jan 17, 2018
·
Verified

FAQs

  • What should the customer know about your pricing (e.g., discounts, fees)?

    $375/hour for legal services; 1040 prep beginning at $189 for efiled returns

  • What is your typical process for working with a new customer?

    Email engagement letter; skype or phone conference to get introduction; setup secure information exchange; efile return and deliver final product

  • What education and/or training do you have that relates to your work?

    Masters of Laws in Tax; JD and admitted to the US Tax Court

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