Our Services

One firm for the financial workbehind important decisions.

Bailes & Co. brings tax, accounting, advisory, valuation, forensic, litigation-support, and oil-and-gas accounting capabilities together within one firm — so the work can build from a connected understanding of the records, ownership, operations, and reporting history instead of starting over with an unfamiliar outside provider.

01Tax PreparationFederal and state tax-return preparation for individuals, businesses, trusts, and estates — supported by professionals who understand the financial activity behind the filing.02Tax PlanningYear-round guidance for business decisions, ownership changes, investments, transactions, and other events with significant tax consequences.03Business ValuationsCredentialed valuation analysis for litigation, ownership transitions, tax and estate planning, purchases, sales, succession, and other important financial decisions.04Litigation SupportFinancial consulting, business valuation, asset tracing, damages analysis, expert reports, and testimony for attorneys handling complex business, family-law, trust, estate, and financial disputes.05Outsourced AccountingRecurring bookkeeping, financial reporting, cleanup, and accounting-system setup — as your accounting department, or alongside the team you already have.06Business AdvisoryDecision support for owners — cash flow, profitability, financing, compensation, succession, acquisitions, and sale readiness, grounded in the accounting.07Forensic AccountingWhen financial records do not match what should have happened, we help identify and explain the facts — transaction analysis, asset tracing, suspected misappropriation, and loss calculations.08Oil & Gas AccountingRecurring accounting, JIB, well, royalty, and working-interest accounting for operators, interest owners, and service companies — backed by 30+ years in the industry.

One firm

Financial needs change.The work stays connected.

A client may begin with tax preparation or recurring accounting and later need tax planning, advisory support, a business valuation, forensic analysis, or litigation support. Keeping those capabilities within one firm reduces the need to recreate the financial history for multiple outside providers — and lets the work stay connected as the client’s needs evolve.

Who we serve. Bailes & Co. works with:

  • Closely held & family-owned businesses
  • Business owners & entrepreneurs
  • Individuals & families
  • Attorneys & law firms
  • Trustees, executors & fiduciaries
  • Oil & gas operators & interest owners
  • Parties involved in complex financial disputes

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Reviewed by Ryan Bailes · Last reviewed July 27, 2026