Carleen has practiced public accounting since 1990. She provides business consulting, tax planning and tax compliance services for corporations, flow-through entities and their shareholders and principals with a focus on construction, real estate, and professional service firms, and technology, and life sciences businesses. Carleen helps clients develop strategies through tax planning, entity structuring, ownership transitions, and related issues. She provides innovative solutions to operational issues, and various transactions, including equity/debt structuring, like-kind exchanges and state tax planning. Carleen approaches client service through collaboration, actively engaging with clients throughout the year to understand their needs and develop solutions that are well suited for their business.
Carleen is the lead tax principal in the Seattle Office Construction & Real Estate Group, a member of the firm-wide Real Estate Tax Steering Committee, and the cost segregation group leader for the Seattle office.
Baker Tilly US, LLP, Baker Tilly Advisory Group, LP and Moss Adams LLP and their affiliated entities operate under an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly Advisory Group, LP and its subsidiaries, and Baker Tilly US, LLP and its affiliated entities, trading as Baker Tilly, are members of the global network of Baker Tilly International Ltd., the members of which are separate and independent legal entities. Baker Tilly US, LLP and Moss Adams LLP are licensed CPA firms that provide assurance services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and consulting services to their clients and are not licensed CPA firms. ISO certification services offered through Moss Adams Certifications LLC. Investment advisory offered through either Moss Adams Wealth Advisors LLC or Baker Tilly Wealth Management, LLC.