Heather Dwyer

Heather Dwyer



+1 (215) 999 5665

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Heather is a partner with Baker Tilly in the private wealth practice. She has more than 13 years of experience working with high-net-worth individuals, trusts, closely held businesses and private foundations. She works across Baker Tilly’s varied service offerings to develop forward-thinking, custom solutions for every client.

  • Oversees the preparation and review of federal, state and local income tax returns
  • Provides trust, gift and estate services including trust and lifetime transfer planning and works closely with attorneys and investment advisors to coordinate strategies
  • Routinely consults with clients on various tax compliance issues and tax planning strategies
  • Connects clients with other professionals across the firm that can help protect and enhance our clients’ value
  • Experience preparing applications for tax-exempt status and sales tax exemption
  • American Institute of Certified Public Accountants (AICPA)
  • Pennsylvania Institute of Certified Public Accountants (PICPA)


Philadelphia, PA


Bachelor of Science in business administration and accounting
Shippensburg University of Pennsylvania