Tax Resolution with Federal, State and local authorities
Personal & Business Income Tax Preparation for individuals worldwide.
I counsel clients on the benefits of a will and estate plan as well as assist with estate administration when a loved one passes.
Guidance for Pennsylvania entrepreneurs and small business owners including incorporation, expansion and shutdown activities.
18 CAMPUS BOULEVARD SUITE 100, NEWTOWN SQUARE PA 19073
THE BAILLIE FIRM
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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.
For Taxing Matters
For Taxing Matters