Professional Services

Carli Ortiz and LinkenHeimer CPAs and Advisors are top notch!  I know this because I have the pleasure of sharing several clients a year with them.  I enjoy working with Carli and the firm’s other partners because of their focus on tax planning and not simply tax preparation.  They take great pride in understanding the business owner and estate planning client’s needs, challenges, and goals, so they can bring real value and solutions with their expertise in planning.  The combination of advanced tax knowledge, client relationships and the “team” approach makes them a unique and trusted resource for my business owner and estate planning clients.

This firm gets 5+ (and beyond) stars! I have had the fortune of working with Linkenheimer for about 10 years now. They not only prepare my family’s personal income taxes, but they prepare our business income taxes and provide phenomenal guidance and strategic planning to help us understand and benefit from the ever changing tax code. I can personally attest to their stellar services, communication, guidance, planning, and professionalism. I have sent many close friends and clients their way, who continuously come back to me with glowing reviews. This firm can handle everything! I am an estate planning attorney in Santa Rosa, and whenever I have a business, income, or estate tax question, Linkenheimer is the leading expert in these tax specialties.