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.
Karla enjoys traveling, playing tennis and is an avid poker player.
- CPA — California Board of Accounting
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.
- BS/Business Economics; Minor/Accounting — University of California Los Angeles
- Master of Science/Taxation — Golden Gate University