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Practice Areas

  • Budgeting & forecasts
  • Business tax
  • Cost segregation studies
  • Estate planning, trusts & wealth management
  • Family business services

Sectors

  • Agriculture, forestry & paper
  • Food & beverage
  • Manufacturing
  • Property & real estate
  • Wine

Biography

Carli is a CPA licensed in California and has been practicing public accounting since graduating from Sonoma State University in 2004 with a Bachelor of Science degree in Financial Management. She has been with Linkenheimer LLP since November 2011, and became a partner in July 2015. She specializes in family owned businesses, individual taxation, estate and trust taxation and planning, tax credits and incentives, and general business accounting services such as inventory costing and set-up of accounting systems. Carli enjoys getting to know her clients on a personal level and strives to develop lasting relationships with them as they work together to creatively solve problems.

In her spare time, Carli enjoys spending time with her three children and her husband, Jorge. They keep her busy with competitive soccer, basketball, and baseball and on weekends you can usually find her on the sidelines of a game. Carli also enjoys baking, outdoor activities, traveling, and working on improving her golf game.