Charles Piazza
CPA
Principal
+1 (972) 748 0148
Charles is a principal in Baker Tilly’s private wealth practice. He has more than 17 years of experience working with high-net-worth individuals, business owners, executives, fiduciaries, families with multigenerational wealth and family offices. Charles works across Baker Tilly’s varied services offerings to develop forward-thinking, custom solutions for every client.
Prior to joining Baker Tilly, Charles spent four years with another Dallas based firm, serving various entrepreneurs and their businesses and personal tax needs.
- Serves and represents clients before the IRS and has successfully negotiated tax assessments for an array of individuals and businesses
- Experience in facilitating all accounting aspects of a small business
- Advises entrepreneurs on formation and structuring of entity, operations and mergers and acquisitions, while effectively managing tax implications from the business down to individual owners
- Extensive experience with structuring and tax compliance for investment partnerships, family limited partnerships, private equity funds, and fund to fund investments
- Helps clients with family office structuring and planning, develops optimized tax strategies and philanthropic planning including Private Foundations
Location
Frisco, TX
Education
Bachelor of Business Administration in accounting
University of North Texas