partner - Linkenheimer LLP CPAs & Advisors

Congratulations to Carli on being selected as one of the Business Journal’s Forty Under 40 business professionals

Carli was granted partner status in July 2015 at the age of 32 at Linkenheimer, becoming the 2nd youngest partner in firm history and the first woman partner. She has been instrumental in the growth and direction of the firm. She provides a unique, professional perspective to clients , leadership and mentoring to our younger staff and a commitment to serving the community and a variety of non-profits. She makes everyone inside the firm a priority, realizing that our people are our strength. Focusing on not just their professional growth, but caring about each one of their unique situations. She is well deserving of the 40 Under 40 recognition.

Her activities in the community include- 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.

You can learn more about Carli’s favorite projects, what she does outside of the office and why she loves being at Linkenheimer. Visit Featured Employee and scroll down for the inside scoop.

Linkenheimer Introduces Its Newest Partner- Carli Ortiz

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 […]