Kristi Oates

Kristi Oates

Partner, CPA · +1 (949) 222 2999
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Kristi is an established tax professional specializing in the taxation of real estate development, construction, syndication, tenant-in-common associations (TICs)and financial services companies. She also has extensive experience leading tax projects for restaurants and franchises. In addition to providing comprehensive tax solutions to our clients, Kristi also serves as the California Growth Strategies Leader for Baker Tilly.

  • Specializes in the taxation and tax planning of various real estate related companies, restaurants, and franchises for both franchisees and franchisors 
  • Represents an array of closely held businesses and high-net-worth individuals 
  • Experience in the areas of sophisticated multi-state partnerships, affiliated groups of companies, closely held businesses, and high-net-worth individuals and their families 
  • Strong emphasis on flow through entity structures and focuses on the interplay between company and individual 
  • Works to minimize overall tax burden and maximize the after tax profits for affiliated groups and their owners 
  • Actively engaged in monitoring current and impending tax and accounting developments as they relate to the restaurant, food, and franchise industries 
  • American Institute of Certified Public Accountants (AICPA) 
  • California Society of Certified Public Accountants (CalCPA) 
  • Advisory Board Member at the University of California, Irvine Paul Merage School of Business, Center for Real Estate 
  • Board of Directors, Building Industry of America (BIA) 
  • Board of Directors and Former President, Commercial Real Estate Women (CREW) 
  • Board of Directors and Chair of the Education Committee, California Restaurant Association (CRA) 

Location

California

Education

Bachelor of Science in accounting (Honors)
University of Southern California (Los Angeles, California)

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