Kaitlin is a director with Baker Tilly’s private wealth practice. She oversees tax compliance work for her clients including managing tax preparation of federal and state income tax returns for pass-through entities, trusts, individuals and foundations. Kaitlin also provides additional services for clients including estate planning, income tax planning, communication regarding changes in tax law and assistance with federal and state income tax audits and notices.
- Completes and manages tax services including C corporations, S corporations, partnerships, estate/trusts, individuals, gift and private/public foundation returns
- Assists with tax advisory services for real estate industry and high-net-worth individuals
- Focuses on state pass-through entity returns and specific allocation of income
- American Institute of Certified Public Accountants (AICPA)
- Northern Virginia Estate Planning Council (NVEPC)