Baldwin Advisory

Shirley Baldwin established Baldwin Advisory, LLC in August, 2018, with a mission to team with executives, high net worth families, and their advisors to assist with tax and financial reporting, succession planning, and governance structures. Our goal is to help clients answer key questions while considering federal and state income, estate, and gift tax ramifications. We provide a range of services including income tax planning and preparation, estate planning, and financial planning.

Services

Our services are designed to cater to the unique needs of corporate executives and high net worth individuals. We offer comprehensive income tax planning and preparation services, ensuring that our clients are in compliance with federal and state tax laws. Our estate planning services focus on succession planning and governance structures, helping families protect their wealth for future generations. We also provide financial planning, helping clients make informed decisions about their financial future.

Process

Our process begins with understanding our clients' goals and objectives. We work closely with each client to identify their needs and develop a customized plan that addresses their tax, estate, and financial planning requirements. Our team of experts ensures that each plan is tailored to meet the specific needs of the client, taking into account federal and state tax laws, estate and gift tax implications, and financial goals.

Social Responsibility

At Baldwin Advisory, LLC, we recognize the importance of giving back to the community. We engage in various philanthropic activities, focusing on education and family support initiatives. Our team is committed to making a positive impact in the communities we serve.

Our Team

Our team comprises experienced professionals with a deep understanding of tax, estate, and financial planning. Shirley Baldwin, the founder, has over 30 years of public accounting experience and is a former KPMG, LLP partner. Lindsey Shaffer, our Tax Manager, has expertise in tax planning and preparation, while Judith Gonzalez and Kristy Everett, our Tax Supervisors, specialize in tax planning and strategy for high net worth individuals and their closely held businesses. Brenda Vance, our Paraprofessional Enrolled Agent, prepares fiduciary accountings, estate and gift tax returns, and fiduciary income tax returns. Melissa Rene, our Tax Staff, is responsible for the preparation of income tax returns.