Carrie is a principal with Baker Tilly’s private wealth practice. She has more than 10 years of experience in public accounting focusing primarily on compliance for partnerships and corporations in the professional services arena and high-net-worth individuals and their trusts in the private wealth space. Carrie works with multistate and international entities of all sizes on federal and state compliance, state nexus studies, transactions and international compliance. She is passionate about growing relationships and helping clients achieve their goals by being a Value Architect™.
- Manages compliance and consulting engagements for partnerships, S corporations, corporations, trusts and individual clients with both domestic and foreign tax issues
- Works with professional service clients, including law firms, consulting firms and investment firms
- Specializes in state and local tax issues, including nexus, determining the appropriate sourcing of revenues, apportionment and allocation, multistate filings and property taxes
- Specializes in multistate individual taxation for high-net-worth individuals and professional service firm partners and shareholders
- Provides tax planning and consulting for professional service firms, closely held businesses and their owners
- American Institute of Certified Public Accountants (AICPA)
- Maryland Association of Certified Public Accountants (MACPA)
- Maryland Society of Accounting and Tax Professionals (MSATP)
- Association of International Certified Public Accountants (AICPA)