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Linkenheimer is proud to introduce our newest partner, Carli Ortiz. Carli has been with the firm for four years and has brought a wealth of experience and energy to the Linkenheimer culture. She is also the firm’s first female partner. Carli joined Linkenheimer in November 2011 as one of the firm’s tax managers.  She is a CPA licensed in California, and has been practicing in public accounting since graduating from Sonoma State University in 2004 with a Bachelor of Science degree in Financial Management.

Carli 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.  She 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. She is also active in the community- Secretary for Santa Rosa South Soccer Club, Treasurer for Redwood Empire Estate Planning Council, and Volunteer Coordinator for the Bennett Valley Alliance of Parents and Teachers. 

“We are extremely pleased to have her as a partner at Linkenheimer. She has the respect of all of the staff and a very high level of client service and dedication. She always has the client’s best interest in mind. She represents the core values of Linkenheimer very well: Team player. Technically competent. Active in the community.” -John Jones, Managing Partner

“She is smart, gets things done, and takes care of people. She actively looks for opportunities to apply tax law to all of our clients’ benefit. She plans and works to complete tasks, looking after the firm as a whole. And, she genuinely cares for everyone. We are very excited to have her as a partner here.” – Mike Musson, Partner

To learn more about Carli, check out our featured employee section: www.linkcpa.com/why-were-different/