Experienced Tax CPA and Proactive Tax Planning Partner

Kellie Baker has over 25 years of dedicated experience in accounting and tax as a trusted partner for businesses and individuals seeking proactive financial solutions.  Kellie has extensive wide range financial expertise from leading multi-billion dollar corporate entities to launching start-up businesses and managing complex individual portfolios.  

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As the founder of K Baker, CPA, Kellie combines deep technical knowledge with a forward thinking approach,.  This ensures her clients goals align with their tax strategies through tax planning, tax preparation and bookkeeping services.   

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Areas of Expertise

• High-Net-Worth Individuals: Tailored wealth preservation and advanced tax planning.

• Multi-Billion Dollar Companies & Corporate Entities: Robust accounting and complex corporate tax compliance.

• Start-ups & Small Businesses: Foundational bookkeeping, tax structure consulting, and growth planning.

• Trusts & Estates: Navigating fiduciary tax requirements and asset protection.

• Non-Profits: Ensuring compliance, maintaining tax-exempt status, and transparent reporting.

• Governmental Agencies: Specializing in regulatory standards and specialized fund accounting.

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