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Taxation Services. At Mark Bailey & Co. Ltd., we aim to save our clients money. How do we do this? By strategizing with them. We will present the best options available for minimizing taxes and explain how we would proceed if the client's business was ours.

Well Qualified. Our firms tax department is staffed by dedicated professionals. Members of our tax department specialize in areas such as estate and gift taxes, sales taxes, partnership, corporate and personal tax preparation, and pension and profit-sharing plans.

Due to the people we have on board at Mark Bailey & Co. Ltd., we are able to grapple with the toughest tax issues and achieve the best possible results for our clients.

Plan Ahead.
Planning is the emphasis in our tax department. A tax specialist is assigned to your business because tax planning is a year-round activity. With enough lead time, we can be creative and give you more flexibility and options to eliminate, reduce or defer tax obligations. With a clear understanding of your business and objectives, the audit and tax professionals work together to affect the most favorable tax position possible.

Our tax specialists are trained to maximize tax-saving opportunities through such strategies as selecting accounting methods, choosing the best entity in which to conduct the business, structuring a merger, or purchasing or selling a business.

On the personal side, a carefully designed pension plan, profit-sharing plan, or program of gifts, trusts and estate planning can help build a financial base for you and your family, now and in the future.

We offer a host of tax services. Some of these are listed here.

 

Planning

  • Estate, trust and gift planning
  • Mergers and acquisitions dispositions
  • Liquidations and distributions
  • Reorganizations
  • Distribution planning for qualified plans
  • Deferred compensation and retirement planning
  • Pension, profit-sharing and 401(k) plans
  • Cafeteria and flexible benefit plans
  • ESOPs
  • Charitable foundations

Compliance

  • Tax return preparation for corporations, partnerships, individuals, trusts, estates and other entities
  • Representation before federal, state and local taxing authorities, including tax examinations, filing protests and responding to correspondence.