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.
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