
Kelsey is a principal with Baker Tilly’s tax services practice.
With more than 10 years of experience in the public accounting industry, specifically in tax, Kelsey supports a diverse portfolio of clients across the firm. She provides expertise across individual tax returns, business passthrough returns, corporate tax returns and private foundation tax returns. In addition to compliance work, Kelsey has experience with mergers and acquisitions, delivering comprehensive tax planning and consulting services to ensure clients receive tailored strategies that optimize their financial outcomes and meet their unique needs.
Building strong, long-term relationships with clients is a central focus for Kelsey. By taking the time to understand each client’s business, industry and personal objectives, Kelsey fosters trust and collaboration, which enables the delivery of proactive advice and innovative solutions. This relationship-driven approach ensures that clients feel supported not only during tax season, but throughout the years as their needs evolve.
Kelsey’s commitment to client success is reflected in a hands-on approach to both routine compliance and high impact consulting engagements, always striving to add value and help clients reach their financial and business goals.
Specific experience
- Experience with various types of tax returns, including individual income tax, S corporations, partnerships, corporations, private foundations and payroll tax
- A range of client industries, including but not limited to real estate, construction, private wealth and professional services
- Arizona’s local champion for Baker Tilly GROW (growth and retention of women)
Industry involvement
- American Institute of Certified Public Accountants (AICPA)
- Arizona Society of CPAs (ASCPA)