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Maria Karla Chavez Luna

CPA, MST

Partner, Tax

Areas of Expertise: Corporate Tax Services, Estates, Gifts & Trusts, Planning & Compliance, Private Client Services, Tax Compliance, Tax Planning

Karla works extensively with high-net-worth clients to guide them through the process of optimizing their income tax positions and decreasing their tax liability to help preserve their wealth. Karla’s diligence in staying up-to-date with the most current and advantageous tax laws enables her to provide significant value to her clients. She consistently identifies tax credits and industry-specific matters for her clients that result in meaningful savings at tax time.

Her specialty lies in the areas of tax planning, consulting and compliance for privately held companies (corporations, S corporations and partnerships), trusts and estates, and high-net-worth families and their entities.

She works with clients in a variety of industries including manufacturing, retail, professional services and entertainment.

Interesting Tidbit

Karla enjoys traveling, playing tennis and is an avid poker player.

Quick Facts

Community: Karla is a member of the American Institute of Certified Public Accountants, the California Society of Certified Public Accountants, and the Association for Corporate Growth.
Certifications: CPA — California Board of Accounting
Education: B.S., Business Economics; Minor, Accounting — University of California Los Angeles
Master of Science, Taxation — Golden Gate University

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