Carla specializes in handling complex trusts and estates. She goes above and beyond the compliance work to understand the family dynamics and the role it plays in planning. Carla excels at caring for her clientele, especially the families who are working through sensitive and complicated estate matters. Her clear communication style, empathetic manner and constant commitment to those client relationships set her apart.
Carla has 25 years of public accounting experience in providing tax planning, administrative and tax preparation services for complex estates, trusts and individuals. In her practice, she frequently uses forensic accounting to complete estate tax returns and trust accounting. She also works closely with fiduciaries to review financial data to arrive at appropriate funding levels for trusts.
Prior to joining the firm in 1993, Carla managed her own practice which handled individual and small business accounting and tax needs. Prior to entering public accounting, Carla served as a senior accountant/financial analyst with Morrison Knudsen, a Fortune 500 company.