Marianna Willey is a tax principal with Baker Tilly, specializing in trusts, estates and private wealth clients. She has more than 10 years of experience working with high-net-worth individuals, business owners, executives, families with multigenerational wealth and family offices. Her work emphasizes tax compliance and advisory services for affluent individuals and families. She has experience in individual income tax planning and estate and legacy strategy and planning.

Marianna Willey is a tax principal with Baker Tilly, specializing in trusts, estates and private wealth clients.

Graduate Certificate in Estate Planning
Golden Gate University 

Bachelor of Arts in international studies

Graduate Level Accounting Certificate
University of Washington

Develops and implements optimized income and estate tax strategies to help clients accomplish their goals

Specializes in estate planning, charitable giving planning, wealth preservation and the preparation of estate, trust and gift tax returns

Works collaboratively with each client and their team of advisers to creatively address specific planning needs

American Institute of Certified Public Accountants (AICPA)

Washington Society of Certified Public Accountants

Individual Income Tax Planning & Compliance

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