Bader Martin, P.S.

Bader Martin, P.S. was a Seattle accounting firm that has combined with Baker Tilly and now forms its Seattle and Pacific Northwest presence. The team advises wealthy families, closely held and family businesses, entrepreneurs and executives. Its work blends tax, financial and wealth planning, led by managing partner Kelly Nelson.

Products and services

• Tax: tax planning and compliance aimed at raising deductions and credits and managing risk.
• Assurance: accounting and assurance services.
• Client accounting services: outsourced accounting and advisory work.
• Private wealth: multi-generational wealth, estate and retirement planning.
• Family business: advice on succession and the stages of family-owned firms.
• Ownership transition and exit: preparing owners for a sale or transfer of their business.

Clients

• Affluent and multi-generational families and family offices
• Closely held and family businesses
• Not-for-profit organisations
• Real estate developers, owners and investors
• Software and technology companies

Key facts

• Based in: Seattle, Washington
• Ownership: combined with Baker Tilly
• Leadership: managing partner Kelly Nelson