Baker Tilly
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Colorful view of Seattle skyline and mountains at sunset

Seattle

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.

Seattle

  1. Kate Anderson

    Kate Anderson

    CPA

    Partner

  2. Bryan Avery

    Bryan Avery

    CPA

    Partner

  3. Karri Lapin

    Karri Lapin

    CPA, J.D.

    Partner

  4. Kelly Nelson

    Kelly Nelson

    CPA

    Partner

  5. Rob Nicklos

    Robert Nicklos

    CPA

    Partner

  6. Baker Tilly Professional

    Tony Parke

    Director

  7. Susan Queary

    Susan Queary

    MAcc, CPA

    Partner

  8. Marianna Willey

    Marianna Willey

    MST, CPA

    Partner

How we serve you in Seattle

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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 multigenerational wealth planning and is well regarded for her work with affluent multigenerational 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.

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 you
Kelly Nelson, Managing partner
Kelly Nelson

Managing Partner Kelly Nelson awarded Outstanding Volunteer Leader by the Washington Society of CPAs

Top industries and services

  1. World exploration made possible by a good private wealth management strategy

    Private Wealth

    At Baker Tilly, we believe a person's legacy isn't about being around forever, it's about creating something that will.
  2. Family members meet with advisor

    Family Business

    The stages of life and business can be unpredictable and disruptive. Baker Tilly’s family business team offers a range of innovative services to make the journey approachable and successful.
  3. Life sciences presentation on data dashboard

    Healthcare & Life Sciences

    Baker Tilly helps organizations win now, and explore the options for tomorrow, through an orchestrated approach and understanding encompassing all facets of the healthcare ecosystem.
  4. circle of hands at a not-for-profit organization

    Not-for-Profit

    We have a deep understanding of the issues not-for-profit organizations face, and the creativity and humanity required to thrive in your world.
  5. Commercial real estate properties in city | real estate consulting

    Real Estate

    Innovative real estate consulting, tax and assurance solutions for developers, owners, investors and property managers.
  6. Programmers work on software development

    Technology

    We help technology companies go to market with confidence
  7. Two women meet to discuss tax strategy

    Tax

    Contributing to clients’ success by accelerating tax deductions, increasing tax credits, reducing cash taxes and mitigating risks
  8. Man and woman discuss a client project in an office

    Assurance

    Baker Tilly pairs deep industry knowledge with service specialization to deliver high quality accounting and assurance services.
  9. Business person is welcomed to a meeting with a handshake

    Ownership Transition & Exit Strategies

    One of the most significant changes to a business and its stakeholders can be the transfer of ownership. Baker Tilly can help you prepare for transition now, for tomorrow.
Business professionals walking around outdoor office space with trees

Baker Tilly Teams Up with Ever.green to Create First Marketplace for Clean Energy Tax Credits

March 31, 2023 | Baker Tilly US, LLP and Ever.green, a clean energy project funding and tax credit marketplace, have formed a strategic collaboration to reduce the complexity of transferring clean energy tax credits.

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Team meeting discussing warehouse inventory

The family business strategist

Baker Tilly’s family business strategy group provides value-added strategic counsel to family enterprises, family portfolio companies, family offices and individual family members across the entire continuum of family business growth and transition.

Market Access Checklist

Market access checklist

Baker Tilly’s market access checklist is designed to help you and your organization secure reimbursements and achieve optimal market access for your medical device, drug or diagnostic.

Executive is overwhelmed by technology decision-making process

Technology overload: a guide to making smarter decisions

Overwhelmed with the number of available technology solutions? Deciding which technologies to adopt is among the biggest challenges for business leaders.

Orange County, California skyline

Commercial Real Estate Market Report: Q4 2023

Transaction activity remained extremely depressed in the fourth quarter of 2023, while most sectors saw some fundamental deterioration and valuations decreased broadly.