Tanya is a principal with Baker Tilly’s tax services practice. She has gained valuable experience helping clients develop strategic and insightful tax strategies. Tanya specializes in servicing clients in the private equity and closely held partnership space. She focuses on providing a value-added experience through customized tax strategies focused on each client’s long-term goals.
- Services clients in the closely held and private equity space with a focus in healthcare and real estate
- Works closely with clients to understand their business objectives and develop customized strategies that align with their goals
- Develops and implements tax-efficient structures for investments and exits
- Assists with mergers and acquisitions, including due diligence and integration planning
- Works with private equity funds, portfolio companies, real estate developers, commercial and residential rentals, timeshare companies, construction businesses and hotels
- Has helped clients navigate complex transactions, from large mergers and acquisitions to the financing of real estate development projects.
- Performs tax compliance and consulting projects for limited liability companies, partnerships, S corporations and C corporations
- Provides efficient client service by streamlining processes. Analyses complex tax issues including apportionment, tax credits, 704(c), minimum gain chargebacks, opportunity zone structuring, reorganizations, mergers and more
- Manages all aspects of client engagements
- American Institute of Certified Public Accountants (AICPA)
- California Society of Certified Public Accountants (CalCPA)
- Association for Corporate Growth (ACG)
- Information Management Network (IMN)
