Baker Tilly Professional

Yvonne To

CPA

Director

+1 (415) 593 1307

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Yvonne is a tax director with more than 20 years of experience working in the San Francisco Bay Area. Her clients include high net-worth individuals, closely held entities, trusts and estates. Her clients include private equity and hedge fund partners, closely held business owners, corporate executives and multi-generational families. Yvonne has also worked with U.S. inbound individuals on cross-border tax issues.

  • Provides income tax planning, including multiyear planning and cash flow analysis
  • Advises clients on gift and estate planning
  • Assist with post-mortem planning on estates including funding of sub-trusts
  • Advises clients on equity compensation planning
  • American Institute of Certified Public Accountants (AICPA)
  • California Society of Certified Public Accountants (CalCPA)

Location

San Francisco, CA

Education

Golden Gate University

(San Francisco, California)

Master of Science in accountancy

Master of Science in taxation