Our firm specializes in providing estate, gift, and trust planning and consulting.
Estate and Trust Tax Preparation
Approximately 70% of the firm's activites involve the preparation of estate, gift, and trust tax returns and the related planning services.
Individual Income Tax Preparation
Tax return preparation services are also provided for individuals involved with estates and trusts.
Personal Representative Services for Probate Estates
Independant services can be provided when needed by probate estates.
Conservatorship services can be provided where institutional services are deemed inappropriate under various circumstances.
Trustee Accounting Services
The firm works with trust beneficiaries in reviewing trustee activities and carrying out the fiduciary duties.
The firm has established a network of CPA's with whom we work and refer work where specialized knowlege is required that is outside our specialty.
Investment Services |
The Principal |
Getting Personal |
Robert G. Bailey, CPA, PC
12431 Orchard Hill Road
Lake Oswego, OR 97035
Telephone: (503) 452-3992
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