Kim is a tax partner in Baker Tilly’s private wealth practice. Kim has more than 40 years of experience working with high-net-worth individuals, small and family-owned businesses, real estate partnerships, trusts and estates. Her professional experience includes a full range of tax planning and compliance services, developing tax efficient strategies and solutions.

Golden Gate University (San Francisco, California)

Bachelor of Science in business administration and accounting

Primary focus in services related to small and family-owned businesses and their owners, as well as real estate partnerships 

Deep understanding of personal and business tax planning and compliance, including issues relating to trusts, estates, state sales nexus, and international tax issues.

Advises clients regarding adopting more advantageous tax positions including change in accounting method, business structure, like-kind exchanges and use of installment sales reporting

Former founding partner of DZH Phillips, LLP, one of the largest public accounting and majority women owned firms in the Bay Area of California

American Institute of Certified Public Accountants (AICPA) 

California Society of Certified Public Accountants (CalCPA) 

Individual Income Tax Planning & Compliance

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