Heather is a principal with Baker Tilly’s private wealth practice. With more than 15 years of professional tax experience including research, planning and compliance, Heather specializes in serving high-net-worth individuals, closely held businesses and trusts for their planning and compliance needs. Heather advises on gift and trust planning. She also has significant experience working with not-for-profit organizations, including private foundations.

Heather is a principal with Baker Tilly’s private wealth practice.

Bachelor of Science in business administration and accounting
Shippensburg University of Pennsylvania

Oversees the tax planning and compliance for individuals, trusts partnerships, S corporations and private foundations

Advises on comprehensive gift and trust planning strategies for high-net-worth individuals, effectively minimizing tax liabilities and maximizing wealth preservation

Routinely consults with clients on various tax compliance issues and tax planning strategies

Experience preparing applications for tax-exempt status and sales tax exemption

American Institute of Certified Public Accountants (AICPA)

Pennsylvania Institute of Certified Public Accountants (PICPA)

Individual Income Tax Planning & Compliance

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