Kristi Oates

Partner
Baker Tilly

Kristi Oates is an accomplished tax professional with 34+ years of expertise in real estate development, construction, and financial services taxation. As the California growth strategies leader at Baker Tilly, she delivers comprehensive tax solutions to clients. Specializing in real estate, restaurants, and franchises, she optimizes tax planning for closely held businesses and high-net-worth individuals. Oates played a crucial role in Baker Tilly’s merger with Squar Milner, fostering growth and talent in the region. As chair of the education committee at California Restaurant Association (CRA), she led emergency roundtables during the pandemic, providing crucial advice to struggling restaurants. She also guided clients through PPP and Employee Retention Credits, preventing closures and employee losses. Active in her community, Oates supports Mothers in Sympathy and Support (MISS) and serves on multiple boards, including the Paul Merage School of Business at the University of California, Irvine, and the Center for Real Estate Board.