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Saturday, May 18, 2024

Top 100 Accountants 2023 – TARA WILSON

TARA WILSON

Tax Director

BPM LLP

Possessing nearly 15 years of invaluable expertise in public accounting and taxation, Wilson holds a distinguished position as a highly regarded professional at BPM. Her range of services encompasses tax compliance, strategic tax planning, financial statement preparation and analysis, as well as adeptly representing clients before entities such as the IRS and State departments. Her specialized knowledge in partnership taxation and real estate investments allows her to cater to a diverse clientele spanning various industries, including nonprofit, real estate, restaurant, professional services, retail and manufacturing.

Over the past three years, Wilson has overseen several notable achievements for her clients, including representing a long-term client through a generational ownership transition. She worked closely with the client’s son to address company holdings and facilitate a smooth succession. She assisted another client after an acquisition, guiding them through tax implications for shareholders and facilitating the execution of deed agreements for the transfer.

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