Los Angeles · Tax & Advisory
Tax Strategy for Those Who've Earned It.
Carlsen Partners Tax & Advisory delivers precision tax planning and preparation for high-income individuals in Los Angeles. No jargon. No surprises. Just results.
What We Do
Services Built for Complexity
01
Tax Planning
Proactive strategies that minimize your liability before the year ends — not after.
02
Tax Preparation
Meticulous preparation for complex returns: equity compensation, real estate, business income, and more.
03
Advisory
Year-round counsel on transactions, entity structure, and wealth preservation decisions.
$5M+
In client refunds recovered
20+
Years serving LA's top earners
CPA
Certified public accountants
100%
Dedicated to high-income clients
Meet the Founder
Rachel Carlsen, CPA
With over 20 years serving Los Angeles's top earners, Rachel brings a rare combination of technical precision and personal advocacy. Her clients don't just get a tax preparer — they get a strategic partner who fights for every dollar.
Client Result
A Case Study in What's Possible
$1.5M
Federal & State Refunds Recovered
$1.5 Million Federal Income Tax Refund Received
The Situation
A successful business owner came to us for a second opinion on their past tax filings, suspecting opportunities had been missed across three years of returns.
Our Approach
We identified overlooked deductions, misclassified income, and unapplied tax law changes — then prepared amended returns for each of the three prior years.
The Outcome
Combined federal and state refunds totaling approximately $1.5 million — plus renewed confidence in their compliance going forward.
Ready to Take Control of Your Tax Position?
Most high-income individuals overpay. A single conversation with Carlsen Partners can change that.
Follow Along
@carlsenpartners
carlsenpartners
July 28
142 likes
carlsenpartnersTax season doesn't have to be stressful. Our team works year-round so you're always prepared — not just in April.
#TaxStrategy #LosAngeles #CPA #WealthManagement
carlsenpartners
July 14
98 likes
carlsenpartnersEvery client relationship starts with listening. Understanding your goals is the foundation of every strategy we build.
#FinancialPlanning #TaxAdvisory #CarlsenPartners
carlsenpartners
June 30
211 likes
carlsenpartnersThe details matter. From entity structuring to deduction optimization, precision is what separates good advice from great advice.
#CPALife #TaxPlanning #BusinessStrategy #LA