Karla Luna

CPA, MST

Partner, Tax
Partner in Charge, Greater Los Angeles Region

Location: Santa Monica

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

Industries: Real Estate

Project name

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 holds an active CPA license in California under the name Maria Karla Chavez Luna.

Interesting tidbit

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

Awards

DEIA Visionary – L.A. Times B2B Publishing (2023)

Certifications

Certified Public Accountant

Community
  • Member – American Institute of Certified Public Accountants (AICPA)
  • Member – California Society of Certified Public Accountants (CalCPA)
  • Member – Association for Corporate Growth (ACG)
Education
  • BS/Business Economics; Minor/Accounting – University of California Los Angeles
  • MS/Taxation – Golden Gate University

Start the conversation

Looking for a team who understands where you’re headed and how to help you get there? Whether you’re building something new, managing growth or preserving success, let’s talk.