Tom Bakaitus Head.jpg

Thomas L. Bakaitus, Jr.

Partner-in-Charge of Western PA

Pittsburgh Office

Gulf Tower
707 Grant Street, Ste 2900
Pittsburgh, PA 15219

Contact Info

412-392-2345 x8741
LinkedIn

It's not "work / life balance", its LIFE. If you ignore wine, art, sport, family, hard work or love...then you ignore LIFE.

Thomas L. Bakaitus, Jr., CPA, MST serves as the Regional Partner-in-Charge of Herbein’s Western PA operations.  He became partner in 2001 and is currently Operating Officer of Herbein + Company and Assistant Secretary of the firm’s Executive Committee.

With over 30 years of tax experience, Tom serves middle-market clients by providing tax compliance, planning, analysis, preparation and representation before federal, state and local authorities.  He has specialized experience in consulting partnerships, corporations and start-up entities particularly in the fields of construction, affordable housing, manufacturing, real estate and healthcare. 

Tom takes great pride in helping his clients navigate business challenges. “I enjoy solving puzzles,” explains Tom, “And not just complex cases. My years of experience managing Herbein’s  Western PA offices give me a unique perspective in helping business owners and entrepreneurs manage day-to-day operations.”

Tom is a member of Herbein’s M&A team, where he uses his expertise for tax-based transactional planning and analysis.  For example, on the sell-side, Tom may be called in to help the seller achieve a tax-efficient liquidity event. His contributions in the tax-based due diligence process are on both the sell-side and buy-side.  In the acquisition process, Tom also plays a key role in entity structuring.  His greatest satisfaction comes from finding solutions in which adverse parties are all agreeable to.

Pittsburgh Magazine has named Tom a 5-Star Wealth Manager eight times – 2010-2013 and 2016-2019. He was awarded California University of Pennsylvania (CAL U) College of Liberal Arts Alumnus of the Year in 2011 and gave the commencement address to the CAL U graduating class in 2017.  In 2015, the National Academy of Public Accounting Professionals (NAPAP) named Tom one of the Top 10 Public Accounting Professionals in Pennsylvania.    In addition to being a member and Past President of the Allegheny Tax Society, he currently serves on the Board of the Associated Artists of Pittsburgh.

Pittsburgh Magazine 5-Star Wealth Manager eight times – 2010-2013 and 2016-2019

He was awarded California University of Pennsylvania (CAL U) College of Liberal Arts Alumnus of the Year in 2011

California University of Pennsylvania – Commencement Speaker – 2017

National Academy of Public Accounting Professionals (NAPAP) - Top 10 Public Accounting Professionals in Pennsylvania in 2015

Associations

  • Allinial Global – Firm Member
  • Allegheny Tax Society – member and Past President
  • American Institute of Certified Public Accountants (AICPA) – Member
  • Associated Artists of Pittsburgh – Board Member
  • Pennsylvania Institute of Certified Public Accountants (PICPA) – Member
  • Piatt Place Condo Association – Board president

Education and Certifications

  • California University of Pennsylvania – B.A. in Administration and Management
  • Certified Public Accountant (CPA) – Commonwealth of Pennsylvania
  • Duquesne University – Masters in Taxation (MT)