In Seattle and the greater Pacific Northwest, we serve the unique and far-ranging needs of affluent families, closely held and family businesses, entrepreneurs and executives. Our approach blends traditional financial, tax and wealth planning services with innovative and enlightened strategies that help our clients to establish where they want to go and how to get there.
Managing partner, Kelly Nelson, is responsible for the management and strategic direction of Baker Tilly's presence throughout the Pacific Northwest. She leads a team of creative thinkers and skilled problem solvers who possess that valuable combination of both business and financial acumen along with a big-picture perspective on each client's business and personal financial situation.
Kelly herself specializes in multi-generational wealth planning and is well regarded for her work with affluent multi-generational families, family offices and family businesses as it relates to strategic tax and estate planning, retirement planning, tax compliance, succession planning and strategic business consulting.
June 1, 2022 | Leading advisory CPA firm Baker Tilly US, LLP enters the Pacific Northwest with the acquisition of accounting firm Bader Martin, P.S.
We start each and every client relationship with one thing – listening. We get to know you, understand your needs and concerns, as well as the challenges and opportunities you face. Together, we bring your goals into focus and then we hit the ground running for youKelly Nelson, Managing partner
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Seattle, WA
1000 Second Ave
Suite 3400
Seattle, WA 98104-1022
+1 (206) 621 1900
Office Managing Partner – Kelly Nelson