Marlin is a principal with Baker Tilly’s commercial tax practice, working with clients in the oil and gas industry.
- Provides tax planning and compliance services
- Assists clients with mergers and acquisitions
- Performs complex federal and state corporate tax services
- Estate and trust tax planning
- Advises not-for-profit organizations
- Significant experience in the auto dealership and construction industries
- American Institute of Certified Public Accountants (AICPA), tax division
- West Virginia Society of Certified Public Accountants (WVSCPA)
- Southeastern Ohio Oil & Gas Association (SOOGA)
- Pennsylvania Independent Oil & Gas Association (PIOGA)
- Gas and Oil Association of West Virginia (GOWV)
- Ohio, Pennsylvania and West Virginia oil and gas associations leading an Annual Tax and Accounting Update seminar/webinar specific to the industry
- National Association of Estate Planners & Councils (NAEPC)
- West Virginia Tax Institute, chair
- Episcopal Diocese of West Virginia, former CFO
- Forbes Best-In-State Top CPAs: 2025 Honoree
Disclosure
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.