Bio

Claudia Shen is a director with Baker Tilly’s tax advisory practice. She is a certified public accountant with more than 12 years of tax planning and compliance experience with high-net-worth individuals, multigenerational families, trusts and partnerships. In addition to the preparation of income tax returns for her clients, she also assists them with holistic tax advisory, quarterly tax planning, financial reporting and trust and estate strategies. Bachelor of Arts in business management economics University of California, Santa Cruz;