Profile
David Bailey
ListedEnrolled Agent for Tax Planning and Preparation
About
About
JQB Tax and Financial Services, LLC is a tax and financial services practice in Acton, MA, led by David Bailey, E.A. The firm works with individuals and small to large businesses on tax services, tax preparation, and year-round planning.
David Bailey is an Enrolled Agent, an IRS-authorized eFiler, and has a Master of Science in Taxation plus an MBA in Finance.
JQB Tax and Financial Services, LLC is a tax and financial services practice in Acton, MA, led by David Bailey, E.A. The firm works with individuals and small to large businesses on tax services, tax preparation, and year-round planning.
David Bailey is an Enrolled Agent, an IRS-authorized eFiler, and has a Master of Science in Taxation plus an MBA in Finance. Source materials state that he has more than 35 years of tax industry experience, including mutual fund industry tax planning and preparation, building proprietary tax systems, preparing a range of returns, and researching tax topics for client strategy.
The practice supports in-person and remote service formats and can prepare and file returns in all 50 states.
Credentials
Credentials
Services
Services
| Service | Format | Fee | Contact |
|---|---|---|---|
| Tax planning | In-person | ||
| Tax planning | Remote | ||
| Tax services | In-person | ||
| Tax services | Remote | ||
Client types
Client types
Tax focus
Tax focus
Availability
Availability
Monday
Tuesday
Wednesday
Thursday
Friday
Saturday
Sunday
Monday
ClosedTuesday – Saturday
OpenSunday
ClosedService areas
Service areas
MA
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