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

19 years in business

Payment methods

This pro accepts payments via Cash, Credit card, PayPal, Square cash app, and Venmo.

Social media

Facebook, Twitter

Top Pro status

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2018

Featured Projects

3 photos

Reviews

Customers rated this pro highly for responsiveness, value, and work quality.

Excellent 4.9

10 reviews

5
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Thomas K.
Sep 18, 2017
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Hired on Thumbtack

Hired on Thumbtack

Individual Tax Preparation
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Peter M.
Apr 10, 2017
I was provided with multistate tax filings and consultation. Extremely professional, knowledgeable and personable. An excellent experience overall. Would recommend highly.
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Jonathan A.
Apr 12, 2017
Mr. Baillie provided excellent advise regarding some business dealings, and prepared our business returns to provide the maximum return.
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John W.
Mar 17, 2018
Brian always takes care of us, we wouldn't want to deal with anyone else.
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K. k.
Jan 17, 2018
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Hired on Thumbtack

Hired on Thumbtack

It is too early to give an informed opinion.
Individual Tax Preparation
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