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Bailey H. Tocco

Managing Director

Phone: 602-264-6835
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Overview

Bailey is a Managing Director in our Phoenix office and specializes in tax consulting and wealth planning. She has over 15 years of experience providing tax consulting, planning, and compliance services to a diverse group of clients, including business owners, physicians, and high-net-worth families. She specializes in legacy, estate planning, and tax planning and compliance services to closely-held businesses and their owners. She works with wealthy families on developing strategies to preserve and efficiently transfer wealth to the next generation while considering complex family dynamics and goals. 

Bailey regularly works with other trusted advisors including attorneys, investment advisors, insurance specialists, and retirement plan administrators to build a team approach in serving her clients. 

Education

Bachelor of Science, Accounting - Arizona State University

Professional Designations

Certified Public Accountant (CPA) - Arizona

Certified Financial Planner (CFP)

Professional Memberships

American Institute of Certified Public Accountants (AICPA)

Arizona Society of Certified Public Accountants (ASCPA)

Speaking Engagements

Pathway to Partnership - May 2019

Associated Offices

Phoenix - CBIZ MHM, LLC - Phoenix 4722 N. 24th Street
Suite 300
PhoenixAZ  85016
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