Taxes

• Tax Planning
  Estate planning is necessary in the overall tax planning strategy for the present and future. It can be emotional, but if addressed sooner than later, it will prevent financial loss and emotional distress. Proper planning will minimize state tax.
• Estate Taxes
• Tax Services
  Expect quality, hands on tax planning and tax preparation services for individuals, businesses, and organizations. Our staff members are seasoned professional that believe in the highest work ethic using the most up-to-date and quality driven procedures.
• Tax Deductions
• Income Tax
  During the planning process, Bailey & Utley assesses the multiple impacts of estate taxes, income taxes, and property taxes on an estate and suggests strategies to minimize the taxes your heirs will inherit based upon your wishes.
• Tax Return Preparation

Investment

• Mutual Funds
• Bonds

Accounting

• Accounting Services
  For years, Bailey & Utley, CPAs has been providing quality, personalized financial guidance to local individuals and businesses. Bailey & Utley, CPAs's expertise ranges from basic tax management and accounting services to more in-depth services such as audits, financial statements, and financial planning.

Planning

• Financial Planning
• Retirement Planning
  The financial aspects of the retirement plan should be reviewed periodically and as life changes occur. Retirement planning is the first step in developing an overall financial plan that will include other services provided by Bailey & Utley, and services provided by others including investments, insurance and the law. Bailey & Utley can be the adviser who helps you work with other advisers to formulate and monitor your retirement planning.
• Long Term Care