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
Dallas Estate Planning Council
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.