Carol Yuan

Carol Yuan



+1 (650) 365 4646

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Carol Yuan is a director with Baker Tilly’s tax practice. She has more than 15 years of tax experience working with clients in a variety of industries, including high-net-worth individuals, closely held business, fiduciaries, private foundations and public charities.

  • Tax planning and compliance for high-net-worth individuals and families, privately held companies and trusts
  • Foreign tax filings, including FBAR, PFIC, 5471, 8865, 8858 and 1042
  • Foreign trust reporting
  • Business and accounting services, including quarterly and year-end tax planning for high-net-worth individuals and their closely held businesses entities
  • American Institute of Certified Public Accountants (AICPA)
  • California Society of Certified Public Accountants (CalCPA)


Walnut Creek, CA


Master of Taxation
Master of Accountancy
Golden Gate University

Bachelor of Arts in economics
University of California, Los Angeles