Brad specializes in tax consulting, tax planning, and management advisory services for closely-held businesses and corporate executives. In addition to his extensive tax work, he performs business valuations for buy sell agreements, transaction assistance and divorce settlements. He has served as an expert witness in trial on valuation and tax matters. His experiences in dealing with the IRS help him generate positive results for his clients in audit disputes.
Brad provides financial guidance to various industries such as real estate developers, medical practices, construction companies and wholesalers. He passed the Series 7 and 66 examinations and is a registered representative with 1st Global Advisors, Inc. Through this affiliation, he assists clients in retirement plan design and implementation, estate and personal financial planning issues.
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BS in Accounting
Virginia Commonwealth University
Masters of Taxation
Cherry, Bekaert, and Holland
Charles M. Terry & Company
Internal Revenue Service
American Institute of CPAs
Accredited Business Valuations (ABV)
Chartered Financial Consultant (ChFc)
Midlothian Rotary Club
Midlothian Rotary Foundation
Past Executive Treasurer
Past Member of the Advisory Board
Richmond Chamber of Commerce
Business Roundtable Leader
Salisbury Country Club
Past Member of the Board
Meet Brad Bailey
Brad was born in Roanoke, Virginia, and is proud to say all of his family are Hokies and Pamplin School Business graduates. He enjoys walking his golden retriever, fishing and watching all sports. He passed the CPA exam on his first sitting and has more than 30 years of experience with business tax planning.
“Being successful in business has more to do than just tax planning and finances. Our job is to give clients insightful business advice that help their business succeed. Execution is everything in business.”