Individual Income Tax Planning & Compliance

  1. Kristin Alinder

    Kristin Alinder

    CPA

    Director

  2. Amy Allen

    Amy Allen

    CPA

    Partner

  3. Kate Anderson

    Kate Anderson

    CPA

    Partner

  4. Stephen  Aponte

    Stephen Aponte

    CPA

    Partner

  5. Steve Blatt

    Steven Blatt

    CPA

    Partner

  6. Nancy Brenner

    Nancy Brenner

    CPA

    Firm Director

  7. Duncan Campbell

    Duncan Campbell

    CPA

    Partner

  8. Karisa L. Chin

    Karisa L. Chin

    CPA

    Partner

  9. Suzy Conley

    Suzy Conley

    Director

  10. Dave Cortney

    David W. Cortney

    CPA, MBA

    Partner Emeritus

  11. Kyle Crawford

    Kyle Crawford

    CPA

    Partner

  12. Justin Demere

    Justin Demere

    CPA

    Partner

  13. Jigna Doshi

    Jigna Doshi

    CPA, MBA

    Partner

  14. Heather Dwyer

    Heather Dwyer

    CPA

    Partner

  15. Neth Espiritu

    Danita S. Espiritu

    CPA

    Partner Emeritus

  16. Bruce Ferry

    Bruce Ferry

    CPA

    Partner

  17. Adam Goehring

    Adam Goehring

    CPA, MBT, CEPA

    Partner

  18. Drew Grey

    Drew Grey

    CPA

    Partner

  19. Ian Halligan

    Ian Halligan

    Principal

  20. Thomas W Harjes

    Thomas W. Harjes

    CPA, ABV, CFF, CVA

    Partner

  21. Scott Howard

    Scott Howard

    CPA

    Partner

  22. Gary Jang

    Gary Jang

    CPA

    Director

  23. Kimberly Jin

    Kimberly Jin

    CPA

    Partner

  24. Randi Jowers

    Randi Jowers

    CPA

    Partner

  25. Michael Kehoe

    Michael Kehoe

    CPA

    Partner

  26. Karri Lapin

    Karri Lapin

    CPA, J.D.

    Partner

  27. Jaime K. Lawson

    Jaime K. Lawson

    CPA, MBA, PFS™

    Partner

  28. Michael Lum

    Michael Lum

    Director, J.D.

  29. Jerry Mahan

    Jerry Mahan

    CPA, MBA

    Partner

  30. Jill A. Martin

    Jill A. Martin

    CPA

    Partner

  31. Kelly Nelson

    Kelly Nelson

    CPA

    Partner

  32. Melinda Nelson

    Melinda Nelson

    CPA

    Partner

  33. Thomas Ohlgren

    Thomas Ohlgren

    CPA

    Partner

  34. Alicia On

    Alicia On

    CPA

    Director

  35. Baker Tilly Professional

    Shelly Paialii

    CPA

    Partner Emeritus

  36. Charles Piazza

    Charles Piazza

    CPA

    Director

  37. Douglas Richardson

    Douglas Richardson

    CPA, CFP, MST

    Partner

  38. Randi A. Schuster

    Randi Schuster

    J.D., LL.M.

    Principal

  39. Susan Teicher

    Susan Teicher

    CPA, CFP

    Partner

  40. Baker Tilly Professional

    Yvonne To

    CPA

    Director

  41. Keith Troutman

    Keith Troutman

    CPA, MBA

    Partner

  42. Claire Weaver

    Claire Weaver

    CPA, CSEP, AEP

    Partner

  43. Marianna Willey

    Marianna Willey

    MST, CPA

    Partner

  44. Sylvia Wu

    Sylvia Wu

    CPA

    Partner

  45. Lisa Yamakawa

    Lisa Yamakawa

    CPA

    Partner

Tax planning should be addressed throughout the year and be a fundamental piece of your financial journey.

Why? Proactively analyzing your financial situation can lead to lower taxes and risk. Baker Tilly’s private wealth tax professionals can customize a plan that will save you time, money and stress.

At a glance

Baker Tilly’s private wealth tax professionals work with individuals, business owners, executives and family offices. We start by understanding your goals, then develop and implement strategies to achieve those goals while minimizing liabilities.  

We have the technical capabilities to meet your most complex needs while providing you with innovative solutions and enhanced clarity. And, we consistently monitor your tax plan, so you can rest assured that as your needs change, so will our approach. Working with our team means you’ll stay in compliance while powering your future legacy.

Our services

We offer services across the spectrum of tax compliance and planning.

  • Advanced planning services
  • Intermediate planning services
  • Core compliance services

  • Stock option and compensation timing and character   
  • Alternative Minimum Tax (AMT)   
  • Gift and estate tax strategies   
  • Advanced charitable contribution strategy development 
  • Tax deferral strategies and reporting (1031 exchanges and qualified opportunity zone investments)  
  • IRS and tax controversy support

  • Charitable contribution strategy development 
  • Estimated tax payment recommendations

  • Annual income tax filings

International tax compliance and planning for individuals

Baker Tilly’s international tax specialists help global clients stay in compliance with international tax laws and plan for the future. Specifically, we help clients navigate the following:

  • Disclosure of non-U.S. family assets, such as inheritances and trusts
  • Expatriation and exit tax planning and mitigation
  • International tax exposure and reporting requirements for family offices
  • EB-5 visa tax planning
  • Global tax minimization
  • Withholding tax
  • Disclosure and tax planning for controlled foreign corporations and passive foreign investment companies
  • International transactions
  • Tax residence and application of income tax treaties
  • Retirement and asset planning
  • Foreign Account Tax Compliance Act requirements

In addition, we assist nonresident investors in U.S. real estate and other businesses with their tax needs. And, we help delinquent filers traverse the Offshore Voluntary Disclosure Program and streamlined filing compliance procedures.

To learn more about Baker Tilly’s full suite of international tax services, visit our webpage or connect with us.

We have the talent and specialized tax services needed to provide individuals with complex tax situations with top-notch service. But, more importantly, we listen. We listen to each client’s needs and formalize a tax strategy that is highly adaptable and equally ambitious.
Adam Goehring, Partner

Individual tax services for businesses

Baker Tilly regularly works on behalf of entities such as public companies to provide tax services to their executives. We also work with partnerships like law firms to provide individual income tax return services to their key team members. Each of these entities has unique and complex tax situations. They require a firm with a wide variety of tax resources at its disposal. Contact Baker Tilly to find out how we can help your businesses’ executives and team members minimize their tax risk.

Leveraging technology for increased client experience

Our tax professionals use leading technology to deliver a user friendly and data secure experience. Login to Baker Tilly’s electronic tax platform, Form 1040 HubSync, below.

What's the latest?

Tax alerts

The information provided here is of a general nature and is not intended to address the specific circumstances of any individual or entity. In specific circumstances, the services of a professional should be sought. Tax information, if any, contained in this communication was not intended or written to be used by any person for the purpose of avoiding penalties, nor should such information be construed as an opinion upon which any person may rely.  The intended recipients of this communication and any attachments are not subject to any limitation on the disclosure of the tax treatment or tax structure of any transaction or matter that is the subject of this communication and any attachments.