Carli Ortiz, Managing Partner
Linkenheimer LLP CPAs & Advisors
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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.