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.

Heather is a partner with more than 10 years of professional tax experience including research, planning and compliance.

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

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)

Individual Income Tax Planning & Compliance

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