Rachel is a principal with Baker Tilly’s tax practice. She is a certified public accountant (CPA) with more than 15 years of experience providing tax solutions for individuals and various businesses. Rachel navigates complex tax regulations and ensures compliance with federal, state and local tax laws, providing tailored solutions to meet each client’s unique needs.
She specializes in real estate taxation, trust, estate tax planning and multistate tax compliance.
- Manages income tax returns for high-net-worth individuals and closely held businesses, specializing in real estate transactions and wealth management
- Handles tax planning and filing for property acquisitions and dispositions
- Assists with cost segregation studies
- Advise clients on income tax implications of real estate transactions including 1031 exchanges and other tax saving strategies
- Advises clients on estate and gift tax strategies, helping reduce estate tax exposure and plan for intergenerational wealth transfer
- Manages multistate tax filings, ensuring accurate reporting and maximizing tax savings for clients with properties or operations in multiple states
- Supports clients through IRS and state audits
- California Board of Accountancy, CPA
- Certified Financial Planner Board of Standards, CFP
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.