Carl Bailey, AFSP

About Carl Bailey, AFSP

Carl Bailey, AFSP is a IRS Annual Filing Season Program serving clients in Clarksburg, West Virginia and the surrounding region. With 6 years of professional experience, the firm of Bailey & Patel & Associates handles a focused range of federal and state tax matters for individuals, families, and small businesses.

As an Annual Filing Season Program participant in good standing with the IRS, Carl Bailey, AFSP is authorized to prepare federal returns, e-file with the IRS, and assist clients with year-round tax planning. AFSP participants have limited representation rights before the IRS for returns they prepared and signed.

Specialties

• Tax planning and projections
• Self-directed IRA
• HSA reporting
• Installment agreements

Service area

Primary office in Clarksburg, WV (ZIP 25715). Federal returns can be prepared for clients anywhere in the United States; state-specific work focuses on West Virginia. Virtual consultations are offered for clients outside the immediate Clarksburg metro area.

How to verify this preparer

Every preparer listed on TaxPrepFinder can be cross-checked against the IRS Return Preparer Office public directory using the PTIN shown above. The IRS provides a free Directory of Federal Tax Return Preparers with Credentials and Select Qualifications at irs.treasury.gov/rpo/rpo.jsf. Search by last name, ZIP code, or credential to confirm an active filing-season status.

For CPAs, the West Virginia Board of Accountancy maintains a public license-lookup tool. For tax attorneys, the West Virginia State Bar offers a similar member-search facility. Confirming credentials directly with the issuing authority is always recommended before engaging any preparer for a complex matter.