PRACTICE
AREAS
Estate Planning and Estate Administration:
I counsel clients on the benefits of a will and estate plan as well as assist with estate administration when a loved one passes.
BUSINESS
Guidance for Pennsylvania entrepreneurs and small business owners including incorporation, expansion and shutdown activities.
For Taxing Matters
The Baillie Firm
For Taxing Matters
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.
CONTACT
THE BAILLIE FIRM
OUR ADDRESS
18 CAMPUS BOULEVARD SUITE 100, NEWTOWN SQUARE PA 19073
Email: BRIAN@BAILLIETAX.COM
Tel: 610.340.2595
For any general inquiries, please send an e-mail to Brian@Baillietax.com
NOTE: NO client/attorney relationship established by completing this communication. Until an engagement agreement is signed, NO client/attorney relationship will exist. DO NOT SEND CONFIDENTIAL information using this page and not until an engagement agreement is signed establishing a client/attorney relationship.
