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.