David Yuan is a principal with Baker Tilly’s tax practice. He is a certified public accountant with more than 15 years of experience.
- Tax consulting and compliance for high-net-worth individuals and multigenerational families
- Estate, gift, trust and philanthropic planning for individuals and families
- Business tax planning and compliance for partnerships, limited liability companies and corporations
- Representation of clients before federal and state tax authorities
- Tax and accounting clients include privately held businesses, startups, investment companies, real estate and high-net-worth individuals and trusts
- American Institute of Certified Public Accountants (AICPA)
- California Society of Certified Public Accountants (CalCPA)
- Santa Clara County Estate Planning Council, board member