Individual Income Tax Planning & Compliance
Taxes are inevitable, but have you proactively planned for tax compliance? Baker Tilly’s private wealth tax professionals can optimize your tax strategy now, for tomorrow.
Individual Income Tax Planning & Compliance
Holly Wong Agbayani
Principal
Amy Allen
Principal
Stephen Aponte
Principal
Bryan Avery
Principal
Norleen S. Bounds
Principal
Duncan Campbell
Principal
Kyle Crawford
Principal
Phuong T. Dang
Principal
Heather Dwyer
Principal
Ian Halligan
Principal
Charles J. Inderieden
Principal
Randi Jowers
Principal
Michael Kehoe
Principal
Stephen J. Landsman
Principal
Jill A. Martin
Principal
Amy Miller
Principal
Kelly Nelson
Principal
Melinda Nelson
Principal
Laura Olson
Principal
Charles Piazza
Principal
Alison Proctor
Principal
Anthony Rozenvasser
Principal
Luanna Tang
Principal
Sylvia Wu
Principal
Brock R. Yates
Principal
Nancy Young
Principal
David Yuan
Principal
Tax planning services should be addressed throughout the year and be a fundamental piece of your financial journey.
Why? Proactively analyzing your financial situation can lead to lower taxes and risk. Baker Tilly’s private wealth tax professionals can serve as your personal tax advisor and customize a plan that will save you time, money and stress.
At a glance
Baker Tilly’s private wealth tax professionals work with high-net-worth individuals, business owners, executives and family offices. As your personal tax advisor, we start by understanding your goals. Then, we develop and implement strategies to achieve those goals while minimizing liabilities.
We have the technical capabilities to meet your most complex needs while providing you with innovative solutions and enhanced clarity. And, we consistently monitor your tax plan, so you can rest assured that as your needs change, so will our approach. Working with our team means you’ll stay in compliance while powering your future legacy.
Our services
We offer services across the spectrum of tax compliance and planning.
- Stock option and compensation timing and character
- Alternative Minimum Tax (AMT)
- Gift and estate tax strategies
- Valuation services
- Qualified business income (QBO) deduction planning
- Advanced charitable contribution strategy development
- Tax deferral strategies and reporting (1031 exchanges and qualified opportunity zone investments)
- IRS and tax controversy support
- Business exit planning
- Business valuations
- Section 1202 Qualified Small Business Stock ownership planning
- Strategic residency transition plans
- Detailed charitable contribution and itemized deduction strategy development
- Comprehensive quarterly estimated tax payment recommendations
- Annual income tax filings
- Quarterly estimated tax suggestions
- Itemized deduction strategies
International tax compliance and planning for individuals
Baker Tilly’s international tax specialists help global clients stay in compliance with international tax laws and plan for the future. Specifically, we help clients navigate the following:
- Disclosure of non-U.S. family assets, such as inheritances and trusts
- Expatriation and exit tax planning and mitigation
