Kyle J. Bauman

CPA | Tax Principal

11+

Years

Total Experience

Specializing In:

  • High-Net-Worth Individuals
  • Closely-Held Businesses
  • Real Estate
  • Change Management

 

Education:

Bachelor of Science in Accounting from Elizabethtown College in Pennsylvania.

Meet Kyle

Backed by over a decade of experience in public accounting, Kyle has been leading high-performing tax teams for more than six years, including with a Big 4 accounting firm. He specializes in working with high-net-worth individuals and closely-held businesses, primarily in the real estate industry, overseeing diverse and complex tax consulting engagements that focus on such areas as multi-state pass-through entity taxation and strategic tax planning.

Kyle always aims to exceed his clients’ expectations by proactively resolving tax notices and audits while keeping them informed of tax liabilities and any open items. As a champion of continuous improvement, Kyle also a history of facilitating positive change that results in more efficient and effective processes – for more timely and predictable client deliverables.

Professional Qualifications and Memberships

Kyle is a Certified Public Accountant (CPA) licensed to practice in Arizona and Pennsylvania.

Connect with Kyle