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Bailey, Carr & Co., CPAs
Strategy. Integrity. Results.

Individual Needs

 

Income Taxation
 Federal and all State Income Tax Compliance work for:
  • Individuals
  • Partnerships
  • Trusts
  • Estates
 Income Tax Audit Representation
 Estate and Gift Tax Compliance
  • Federal
  • State
Liaisons with IRS & New York State
 Assistance in Resolving Disputes with Various Taxation Authorities
 
Estate Administration
 Estate Administration Services include:
  • Estate Planning and Financial Model Projections
  • Assisting the Executor in the Day-to-Day Estate Transactions
  • Preparation of the Federal and State Estate of Tax Returns

Litigation Support
 Providing Assistance and Analysis to Legal Council for:
  • Income Tax Audits
  • Bankruptcy Tax Matters
  • Business Valuations
  • Fraud Investigations
  • Estate Valuations
  • Divorce Actions
  • Transactional Analysis
Personal Planning
 Planning Services and Preparation of Financial Projections for:
  • Income Tax Positions
  • Investment Results
  • Retirement Positions
  • Calculations of Required Distributions from Retirement Plans
  • College Funding
  • Wealth Accumulation