As the director of tax and analysis for Equitas, Carla brings over 25 years of extensive experience in the field. As a CPA, Carla has built a reputation as a trusted advisor to her clients, providing expert guidance and strategic solutions across a broad spectrum of tax-related matters.
Carla's comprehensive knowledge spans corporate, partnership, trust, and individual income tax. Her expertise in these areas has enabled her to successfully navigate the complexities of the tax code and deliver optimal outcomes for her clients. Whether it's corporate tax planning, partnership tax compliance, trust administration, or individual income tax preparation, Carla’s proficiency ensures her clients receive the best possible advice tailored to their unique needs.
Throughout her career, Carla has demonstrated an unwavering commitment to excellence and integrity. Her meticulous approach to tax planning and compliance has earned her the trust and respect of both her clients and peers. Carla stays current with the latest tax laws and regulations, ensuring her clients are always in compliance and can take advantage of every possible tax benefit.
In addition to her technical expertise, Carla is known for her exceptional client service. She takes the time to understand each client’s financial goals and challenges, providing personalized advice and solutions. Her approachable demeanor and clear communication style make complex tax issues more understandable and manageable for her clients.
Outside of work, Carla deeply values her family and faith. She is blessed with four children and adores being a grandma to six beautiful grandchildren. She particularly loves to vacation with her family at a warm, sunny beach or in their little country cabin. She believes a perfect evening would include great food and fine wine while playing games with her favorite people.
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