Seattle

In Seattle and the greater Pacific Northwest, we serve the unique and far-ranging needs of affluent families, closely held and family businesses, entrepreneurs and executives.

Seattle

Industries

Services

Professionals

Ownership Transition & Exit Strategies

How we serve you in Seattle

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In Seattle and the greater Pacific Northwest, we serve the unique and far-ranging needs of affluent families, closely held and family businesses, entrepreneurs and executives. Our approach blends traditional financial, tax and wealth planning services with innovative and enlightened strategies that help our clients to establish where they want to go and how to get there.

Managing principal, Kelly Nelson, is responsible for the management and strategic direction of Baker Tilly's presence throughout the Pacific Northwest. She leads a team of creative thinkers and skilled problem solvers who possess that valuable combination of both business and financial acumen along with a big-picture perspective on each client's business and personal financial situation.

Kelly herself specializes in multigenerational wealth planning and is well regarded for her work with affluent multigenerational families, family offices and family businesses as it relates to strategic tax and estate planning, retirement planning, tax compliance, succession planning and strategic business consulting.

We start each and every client relationship with one thing – listening. We get to know you, understand your needs and concerns, as well as the challenges and opportunities you face. Together, we bring your goals into focus and then we hit the ground running for you

Kelly Nelson, Managing principal

Top industries and services

Private Wealth

Delivering bespoke, advanced family office and tax solutions with unparalleled service

Family Business

The stages of life and business can be unpredictable and disruptive. Baker Tilly’s family business team offers a range of innovative services to make the journey approachable and successful.

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Healthcare & Life Sciences

Baker Tilly helps organizations win now, and explore the options for tomorrow, through an orchestrated approach and understanding encompassing all facets of the healthcare ecosystem.

Not-for-Profit

Drive your mission forward with Baker Tilly's not-for-profit navigators.

Real Estate

Innovative real estate consulting, tax and assurance solutions for developers, owners, investors and property managers.

Technology

We help technology companies go to market with confidence.

Tax

Contributing to clients’ success by accelerating tax deductions, increasing tax credits, reducing cash taxes and mitigating risks

Assurance

Baker Tilly pairs deep industry knowledge with service specialization to deliver high quality accounting and assurance services.

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Ownership Transition & Exit Strategies

One of the most significant changes to a business and its stakeholders can be the transfer of ownership. Baker Tilly can help you prepare for transition now, for tomorrow.

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Baker Tilly Teams Up with Ever.green to Create First Marketplace for Clean Energy Tax Credits

March 31, 2023 | Baker Tilly US, LLP and Ever.green, a clean energy project funding and tax credit marketplace, have formed a strategic collaboration to reduce the complexity of transferring clean energy tax credits.

Learn more about this collaboration

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The basics of estate planning

An easy-to-understand introduction to protecting your assets and ensuring your legacy.

Download the e-book

Strategic planning resources, computer, calculator, financial reports

Tax Trends: 2024 quarterly tax roundtable

A panel of experienced Baker Tilly tax professionals discuss recent updates from Washington, including the latest changes in tax legislation and a tax policy outlook.

View the on-demand webinars

Executive is overwhelmed by technology decision-making process

Technology overload: a guide to making smarter decisions

Overwhelmed with the number of available technology solutions? Deciding which technologies to adopt is among the biggest challenges for business leaders.

Download the e-book

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REcap: Baker Tilly's signature commercial real estate market report

Our quarterly commercial real estate market reports, "REcap," help real estate professionals understand how the market is performing and current trends to aid in planning for the future.

Read the full report