Baker Tilly
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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

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 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.

Top industries and services

  1. World exploration made possible by a good 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. 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.
  4. Commercial real estate properties in city

    Real Estate

    Innovative solutions for developers, owners, investors and property managers.
  5. Programmers work on software development

    Technology

    Value-added solutions for software and technology companies
  6. 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
  7. 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.
  8. Small business owner reviews inventory online

    Client Accounting Services

    Leveraging best-in-class technology to provide comprehensive outsourced accounting and advisory 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.
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
Family business planning meeting

Three gaps an owner must monitor

Business owners need to be aware of three important gaps – the profit gap, the value gap and the wealth gap – in order to effectively evaluate the business and plan for a successful exit.

Team of advisors analyzes data

Outsourcing your accounting function: making data-driven decisions while saving time and money

Outsourcing your accounting function can transform the way you manage financial data by automating standard accounting tasks, providing real-time information on KPIs, offering targeted insight on specific industry trends and granting access to top-level accounting talent when you need it.

Protect your legacy with an estate plan

Read our article for insight on how you can protect and preserve your legacy with a proper estate plan.

Consultants review software development code

Innovation culture – jumpstarting new ideas to drive organizational success

Innovation occurs when an organization does something new or different that creates value. Creating a culture of innovation is essential for organizations.