We work with you on a personal level to determine the best solutions for your unique needs, then leverage our seasoned expertise to achieve the best possible results.
We are your trusted partner in success. Our firm is large enough to offer a full range of professional services at a fair price, but small enough to give you the individual attention that you deserve.
Rest assured that when a need arises, our firm is ready and capable to handle everything for you so you can focus on what matters most to you.
Joseph T. Bailey
Joe Bailey is the President and senior associate of the firm. Joe has been with the company since 1989 and in the industry since 1984. His tax experience is vast, having prepared thousands of individual federal, state and city tax returns, along with corporate, partnership, and payroll returns. A specialty of Joe’s is fiduciary (trust and estate) taxes having previously worked for two major banks in their trust departments. Joe is a graduate of Aquinas College, Grand Rapids Michigan with degrees in Accounting and Business Administration. He is also an Enrolled Agent before the Internal Revenue Service since 1993. He became president of the company in 1995. The cornerstone of Joe’s business philosophy is high ethical standards along with personalized and attentive service to the client’s needs all at a fair and reasonable rate.