Qualifications

EDUCATION
BS Accounting · University of North Texas
MS Taxation · University of North Texas

CERTIFICATIONS
Certified Public Accountant, Texas

PROFESSIONAL ASSOCIATIONS
American Institute of Certified Public Accountants
Texas Society of Certified Public Accountants

MARKETS OF EXPERTISE
High Net Worth Individuals & Families, Estates & Trust, Non- Profit Organizations

SERVICE AREAS OF FOCUS
Tax Compliance, Tax Planning & Advisory, Estates & Trusts Planning & Compliance

Background

Courtney Bailey has more than 8 years of experience in tax compliance and advisory services. Courtney has worked with a variety of high net worth individuals, trusts, estates, and non-profit organizations. Courtney’s experience and knowledge of tax planning and compliance allow her to advise clients in a variety of consulting areas.

When Courtney isn’t working, she enjoys spending time with family and friends, traveling to new places, reading, and watching basketball.