Professional begins year-end tax planning

Individual Income Tax Planning & Compliance

Taxes are inevitable, but have you proactively planned for tax compliance? Baker Tilly’s private wealth tax professionals can optimize your tax strategy now, for tomorrow.

Tax planning should be addressed throughout the year and be a fundamental piece of your financial journey. Why? Proactively analyzing your financial situation can lead to lower taxes and risk. Baker Tilly’s private wealth tax professionals can customize a plan that will save you time, money and stress.

At a glance

Baker Tilly’s private wealth tax professionals work with individuals, business owners, executives and family offices. We start by understanding your goals, then develop and implement strategies to achieve those goals while minimizing liabilities.  

We have the technical capabilities to meet your most complex needs while providing you with innovative solutions and enhanced clarity. And, we consistently monitor your tax plan, so you can rest assured that as your needs change, so will our approach. Working with our team means you’ll stay in compliance while powering your future legacy.

Our services

We offer services across the spectrum of tax compliance and planning.

Advanced planning services
Intermediate planning services
Core compliance services

Stock option and compensation timing and character   
Alternative Minimum Tax (AMT)   
Gift and estate tax strategies   
Advanced charitable contribution strategy development 
Foreign disclosure compliance assistance  
Tax deferral strategies and reporting (1031 exchanges and qualified opportunity zone investments)  
Ex-patriate and international taxation  
IRS and tax controversy support

Charitable contribution strategy development 
Estimated tax payment recommendations

Annual income tax filings

Individual tax services for businesses

Baker Tilly regularly works on behalf of entities such as public companies to provide tax services to their executives. We also work with partnerships like law firms to provide individual income tax return services to their key team members. Each of these entities has unique and complex tax situations. They require a firm with a wide variety of tax resources at its disposal. Contact Baker Tilly to find out how we can help your businesses’ executives and team members minimize their tax risk.

Leveraging technology for increased client experience

Our tax professionals use leading technology to deliver a user friendly and data secure experience. Login to Baker Tilly’s electronic tax platform, Form 1040 HubSync, below.

Form 1040 HubSync tax platform

We have the talent and specialized tax services needed to provide individuals with complex tax situations with top-notch service. But, more importantly, we listen. We listen to each client’s needs and formalize a tax strategy that is highly adaptable and equally ambitious.

Adam Goehring, Partner

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The information provided here is of a general nature and is not intended to address the specific circumstances of any individual or entity. In specific circumstances, the services of a professional should be sought. Tax information, if any, contained in this communication was not intended or written to be used by any person for the purpose of avoiding penalties, nor should such information be construed as an opinion upon which any person may rely.  The intended recipients of this communication and any attachments are not subject to any limitation on the disclosure of the tax treatment or tax structure of any transaction or matter that is the subject of this communication and any attachments.

Individual Income Tax Planning & Compliance

Trust & Estate Planning

Charitable Giving & Philanthropy

Family Office

International Tax

Ownership Transition & Exit Strategies

Private Wealth

State & Local Tax

Tax

Tax Advocacy & Controversy Services

Wealth Management

At a glance

Our services

Individual tax services for businesses

Leveraging technology for increased client experience

Tax alerts