SERVICES
- Estate Planning
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
On a highly selective basis, Conservatorship services can be provided where institutional services are deemed inappropriate under various circumstances.
- Trustee and Conservatorship Accounting Services
The firm uses software for the preparation of reports demonstrating the discharge of the fiduciary duties of a Trustee or Conservator.
- Other Services
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.
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Robert G. Bailey, C.P.A.
12431 Orchard Hill Road
Lake Oswego, OR 97035
Telephone: (503) 593-2726
Email:
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