Individual Income Tax Planning & Compliance

  1. Kristin Alinder

    Kristin Alinder

    CPA

    Director

  2. Amy Allen

    Amy Allen

    CPA

    Principal

  3. Kate Anderson

    Kate Anderson

    CPA

    Principal

  4. Stephen  Aponte

    Stephen Aponte

    CPA

    Principal

  5. Steve Blatt

    Steven Blatt

    CPA

    Principal

  6. Baker Tilly Professional

    Norleen S. Bounds

    CPA

    Principal

  7. Nancy Brenner

    Nancy Brenner

    CPA

    Firm Director

  8. Duncan Campbell

    Duncan Campbell

    CPA

    Principal

  9. Dave Cortney

    David W. Cortney

    CPA, MBA

    Principal Emeritus

  10. Kyle Crawford

    Kyle Crawford

    CPA

    Principal

  11. Justin Demere

    Justin Demere

    CPA

    Principal

  12. Jigna Doshi

    Jigna Doshi

    CPA, MBA

    Principal

  13. Heather Dwyer

    Heather Dwyer

    CPA

    Principal

  14. Baker Tilly Professional

    Danita S. Espiritu

    CPA

    Principal Emeritus

  15. Bruce Ferry

    Bruce Ferry

    CPA

    Principal

  16. Adam Goehring

    Adam Goehring

    CPA, M.B.T., CEPA

    Principal

  17. Drew Grey

    Drew Grey

    CPA

    Principal

  18. Ian Halligan

    Ian Halligan

    Principal

  19. Thomas W. Harjes

    Thomas W. Harjes

    CPA, ABV, CFF, CVA

    Principal

  20. Scott Howard

    Scott Howard

    CPA

    Principal

  21. Baker Tilly Professional

    Gary Jang

    CPA

    Principal

  22. Kimberly Jin

    Kimberly Jin

    CPA

    Principal

  23. Randi Jowers

    Randi Jowers

    CPA

    Principal

  24. Ken Kasianovitz

    Ken M. Kasianovitz

    CPA

    Principal

  25. Michael Kehoe

    Michael Kehoe

    CPA

    Principal

  26. Karri Lapin

    Karri Lapin

    CPA, J.D.

    Principal

  27. Jaime K. Lawson

    Jaime K. Lawson

    CPA, MBA, PFS™

    Principal

  28. Michael Lum

    Michael Lum

    Director, J.D.

  29. Jerry Mahan

    CPA, MBA

    Principal

  30. Jill A. Martin

    Jill A. Martin

    CPA

    Principal

  31. Kelly Nelson

    Kelly Nelson

    CPA

    Principal

  32. Melinda Nelson

    Melinda Nelson

    CPA

    Principal

  33. Thomas Ohlgren

    Thomas Ohlgren

    CPA

    Principal

  34. Alicia On

    Alicia On

    CPA

    Director

  35. Baker Tilly Professional

    Shelly Paialii

    CPA

    Principal Emeritus

  36. Charles Piazza

    Charles Piazza

    CPA

    Principal

  37. Douglas Richardson

    Douglas Richardson

    CPA, CFP, M.S.T.

    Principal

  38. Randi A. Schuster

    Randi Schuster

    J.D., LL.M.

    Principal

  39. Susan Teicher

    Susan Teicher

    CPA, CFP

    Principal

  40. Yvonne To

    Yvonne To

    CPA

    Director

  41. Keith Troutman

    Keith Troutman

    CPA, MBA

    Principal

  42. Marianna Willey

    Marianna Willey

    MST, CPA

    Principal

  43. Sylvia Wu

    Sylvia Wu

    CPA

    Principal

  44. Lisa Yamakawa

    Lisa Yamakawa

    CPA

    Principal

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 specialize in serving mass affluent, high-net-worth and ultra-high-net-worth individuals and those individuals with emerging wealth. Our professionals 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

  • Charitable contribution strategy development 
  • Estimated tax payment recommendations

  • Annual income tax filings

International tax compliance and planning for individuals

Baker Tilly’s international tax specialists help global clients stay in compliance with international tax laws and plan for the future. Specifically, we help clients navigate the following:

  • Disclosure of non-U.S. family assets, such as inheritances and trusts
  • Expatriation and exit tax planning and mitigation
  • International tax exposure and reporting requirements for family offices
  • EB-5 visa tax planning
  • Global tax minimization
  • Withholding tax
  • Disclosure and tax planning for controlled foreign corporations and passive foreign investment companies
  • International transactions
  • Tax residence and application of income tax treaties
  • Retirement and asset planning
  • Foreign Account Tax Compliance Act requirements

In addition, we assist nonresident investors in U.S. real estate and other businesses with their tax needs. And, we help delinquent filers traverse the Offshore Voluntary Disclosure Program and streamlined filing compliance procedures.

To learn more about Baker Tilly’s full suite of international tax services, visit our webpage or connect with us.

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, Principal
Adam Goehring

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.

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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.