Chérie W. (CPA/PFS)

I am a CPA at Baker Tilly and have a passion for helping high-earners be tax compliant, maximize their charitable impact and pass on generational wealth.

Here is a summary of how I can help you  -

• Services: Tax Return Preparation, Nonprofit Return Preparation, Estate Tax Planning, Charitable Gift Planning, Business Succession, Tax-Exemption Application, Nonprofit Consulting
• Industries: Philanthropy, Social Enterprise, Community-Based and Service-Based Businesses.
• Compliance Areas: Nonprofit, Private Foundation, Individual, Trust, Gift and Estate
• Minimum Client Asset Value / Net Worth*: $10 Million

*Since our firm specializes in professional services and strategies that serve the middle-market, our fees are most cost-effective for those with assets valued at least $10M.