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.

Individual Income Tax Planning & Compliance

  1. Amy Allen

    Amy Allen

    CPA

    Partner

  2. Stephen  Aponte

    Stephen Aponte

    CPA

    Partner

  3. Steve Blatt

    Steven Blatt

    CPA

    Partner

  4. Nancy Brenner

    Nancy Brenner

    CPA

    Firm Director

  5. Duncan Campbell

    Duncan Campbell

    CPA

    Partner

  6. Karisa L. Chin

    Karisa L. Chin

    CPA

    Partner

  7. Dave Cortney

    David W. Cortney

    CPA, MBA

    Partner Emeritus

  8. Justin Demere

    Justin Demere

    CPA

    Partner

  9. Neth Espiritu

    Danita S. Espiritu

    CPA

    Partner Emeritus

  10. Bruce Ferry

    Bruce Ferry

    CPA

    Partner

  11. Adam Goehring

    Adam Goehring

    CPA, MBT, CEPA

    Partner

  12. Drew Grey

    Drew Grey

    CPA

    Partner

  13. Ian Halligan

    Ian Halligan

    Principal

  14. Scott Howard

    Scott Howard

    CPA

    Partner

  15. Kimberly Jin

    Kimberly Jin

    CPA

    Partner

  16. Jill A. Martin

    Jill A. Martin

    CPA

    Partner

  17. Thomas Ohlgren

    Thomas Ohlgren

    CPA

    Partner

  18. Baker Tilly Professional

    Shelly Paialii

    CPA

    Partner Emeritus

  19. Randi A. Schuster

    Randi Schuster

    J.D., LL.M.

    Principal

  20. Keith Troutman

    Keith Troutman

    CPA, MBA

    Partner

  21. Lisa Yamakawa

    Lisa Yamakawa

    CPA

    Partner

  22. Arnold Zippel

    Arnold Zippel

    CPA, J.D.

    Partner

  23. Kim Zydel

    Kim Zydel

    CPA

    Partner

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.

    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.