Joseph Bailey graduated from U.C. Berkeley and began his career in accounting. After working for several years at a large local trust and estate administration firm as its director of accounting, he founded Blue Lake Accounting knowing he could bring clients a more understandable accounting with minimal effort on the part of the fiduciary and the fiduciary's attorney. Joseph works with Bay Area Trust & Estate attorneys as well as private fiduciaries to help prepare accountings for their clients that will stand the test of probate court.
An important part of dealing with any Trust or Estate is handling their tax returns. Martin Wong, CPA, MST brings a wealth of experience from his time working at PricewaterhouseCoopers LLP, one of the "Big 4" accounting firms. Martin works closely with our clients to ensure preparing tax returns is simple, efficient and meets Blue Lake Accounting's high standards of quality.
Blue Lake Accounting has a wide network of attorneys, financial advisors, bankers and insurance specialists that help us handle every aspect of Trust and Estates, from the planning stages to executing the trust documents to final distributions, Blue Lake Accounting has your needs covered.
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