Individual Income Tax Planning & Compliance
Individual Income Tax Planning & Compliance
Holly Wong Agbayani
CPA
Principal
Kristin Alinder
CPA
Director
Amy Allen
CPA
Principal
Kate Anderson
CPA
Principal
Stephen Aponte
CPA
Principal
Steven Blatt
CPA
Principal
Norleen S. Bounds
CPA
Principal
Nancy Brenner
CPA
Firm Director
Duncan Campbell
CPA
Principal
David W. Cortney
CPA, MBA
Principal Emeritus
Kyle Crawford
CPA
Principal
Justin Demere
CPA
Principal
Jigna Doshi
CPA, MBA
Principal
Heather Dwyer
CPA
Principal
Danita S. Espiritu
CPA
Principal Emeritus
Bruce Ferry
CPA
Principal
Adam Goehring
CPA, M.B.T., CEPA
Principal
Drew Grey
CPA
Principal
Ian Halligan
Principal
Thomas W. Harjes
CPA, ABV, CFF, CVA
Principal
Scott Howard
CPA
Principal
Charles J. Inderieden
Principal
Gary Jang
CPA
Principal
Kimberly Jin
CPA
Principal
Randi Jowers
CPA
Principal
Ken M. Kasianovitz
CPA
Principal
Michael Kehoe
CPA
Principal
Stephen J. Landsman
CPA
Principal
Karri Lapin
CPA, J.D.
Principal
Jaime K. Lawson
CPA, MBA, PFS™
Principal
Michael Lum
Director, J.D.
Jerry Mahan
CPA, MBA
Principal
Jill A. Martin
CPA
Principal
Michele McAllister
CPA
Director
Kelly Nelson
CPA
Principal
Melinda Nelson
CPA
Principal
Thomas Ohlgren
CPA
Principal
Alicia On
CPA
Director
Shelly Paialii
CPA
Principal Emeritus
Charles Piazza
CPA
Principal
Douglas Richardson
CPA, CFP, M.S.T.
Principal
Randi Schuster
J.D., LL.M.
Principal
Susan Teicher
CPA, CFP
Principal
Yvonne To
CPA
Director
Keith Troutman
CPA, MBA
Principal
Marianna Willey
MST, CPA
Principal
Sylvia Wu
CPA
Principal
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
- Stock option and compensation timing and character
- Alternative Minimum Tax (AMT)
- Gift and estate tax strategies
- Advanced charitable contribution strategy development
- Tax deferral strategies and reporting (1031 exchanges and qualified opportunity zone investments)
- IRS and tax controversy support
- 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
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.
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.