Carol Yuan

Carol Yuan

CPA

Director

+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)

Location

Walnut Creek, CA

Education

Master of Taxation
Master of Accountancy
Golden Gate University

Bachelor of Arts in economics
University of California, Los Angeles

Expertise