Individual Income Tax Planning & Compliance
CPA
Partner
CPA
Director
CPA
Partner
CPA
Partner
CPA
Partner
CPA
Partner
CPA
Partner
CPA
Firm Director
CPA
Partner
CPA
Partner
Director
CPA, MBA
Partner Emeritus
CPA
Partner
CPA
Partner
CPA, MBA
Partner
CPA
Partner
CPA
Partner Emeritus
CPA
Partner
CPA, MBT, CEPA
Partner
CPA
Partner
Principal
CPA, ABV, CFF, CVA
Partner
CPA
Partner
Partner
CPA
Director
CPA
Partner
CPA
Partner
CPA
Partner
CPA
Partner
CPA
Partner
CPA, J.D.
Partner
CPA, MBA, PFS™
Partner
Director, J.D.
CPA, MBA
Partner
CPA
Partner
CPA
Director
CPA
Partner
CPA
Partner
CPA
Partner
CPA
Director
CPA
Partner Emeritus
EA
Director
CPA, CFP, MST
Partner
J.D., LL.M.
Principal
CPA, CFP
Partner
CPA
Director
CPA, MBA
Partner
CPA, CSEP, AEP
Partner
MST, CPA
Partner
CPA
Partner
CPA
Partner
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.
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.
We offer services across the spectrum of tax compliance and planning.
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.
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
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.