Gregg & Bailey, P.C. Individual, Business, and Wealth Management Specialists

Individual Services From preparing a simple tax return to creating a complex estate plan, we work with individuals to solve problems and provide guidance.

  • Federal and State Income Tax Return Preparation
  • Income Tax Consultation and Planning
  • Tax Notice and Dispute Resolution
  • IRS and VA Audit Representation
  • Amended Income Tax Return Preparation
  • Multi State Tax Planning
  • Estate, Gift and Trust Tax Return Preparation
  • Tax Election Review and Recommendation
  • Divorce Consultation
  • Estate Planning
  • Expert Witness Testimony
Individual Services

Business Services Whether we work on-site or on-call, small to mid-sized businesses have been relying on
Gregg & Bailey to provide professional guidance since 1989.

business-services
  • Corporation and Partnership Income Tax Preparation
  • Multi State Tax Planning
  • IRS, State & Local Audit Representation
  • Accounting, Bookkeeping and On-Site Controller
  • Training and Assistance with Certified QuickBooks ProAdvisors
  • On-Site Accounting Assistance
  • Monthly/Quarterly Accounting Review
  • Financial Reporting
  • Compilation or Review of Financial Statements
  • Start-Up Business Issues
  • Choice of Entity
  • Business License Registration and Classification
  • Payroll Account Set-Up
  • Cash Flow Projection Assistance
  • Retirement Plan Design, Implementation and Administration
  • Sales and Use Tax Issues
  • Accounting Software Selection and Training
  • Consulting
  • Payroll Services
  • Business Valuation Services

Wealth Management Services The dedicated professionals at Gregg & Bailey thrive on solving problems and providing guidance in accounting and tax matters. Our clients also look to us for wealth management guidance.

Commonwealth Financial Advisors, LLC, our wealth management practice, offers investment advisory services through 1st Global Advisors, Inc. We are registered to offer securities in the states of Arizona, Colorado, Florida, Illinois, Maryland, Massachusetts, North Carolina, and Virginia. Our approach to helping clients manage their wealth is based upon the “Method 10” model. Ten core financial areas are consistently reviewed, updated and adjusted to provide a roadmap for planning success.

  • Tax Planning
  • Investment Planning
  • Retirement Planning
  • Income Protection and Asset Preservation
  • Insurance Planning
  • Estate Planning
  • Business Planning
  • Education Planning
  • Debt Management
  • Special Situations
Securities offered through 1st Global Capital Corp. Member FINRA/SIPC. Investment Advisory Services offered through 1st Global Advisors, Inc. **We have individuals registered to offer securities in the state of AZ, CO, FL, IL, MD, MA, NC, and VA. This is not an offer to sell any security in any orther jurisdication.
Securities offered through 1st Global Capital Corp. Member FINRA/SIPC. Investment Advisory Services offered through 1st Global Advisors, Inc. **We have individuals registered to offer securities in the state of AZ, CO, FL, IL, MD, MA, NC, and VA. This is not an offer to sell any security in any orther jurisdication.