About the Firm

Built for the Complexity of Real Wealth.

Carlsen Partners Tax & Advisory was founded on a single conviction: high-income individuals deserve tax counsel that matches the sophistication of their financial lives. We don't offer off-the-shelf solutions. We offer precision.

Two Decades of Serving Los Angeles's Top Earners

Carlsen Partners Tax & Advisory was established in Los Angeles to serve a client base that traditional accounting firms weren't built for — executives, founders, investors, and professionals whose financial lives span multiple entities, asset classes, and jurisdictions.

Over twenty years, we've built a practice defined by discretion, depth, and a relentless focus on outcomes. Our clients don't come to us for compliance. They come to us because they want their tax position to work as hard as they do.

We are a boutique firm by design. Every client relationship is managed by a senior CPA — not delegated to junior staff. That's not a selling point. It's a standard we refuse to compromise.

Our Standards

What We Hold Ourselves To

01

Precision

Every return, every strategy, every recommendation is reviewed at the senior level. We don't cut corners on complexity.

02

Discretion

Your financial affairs are private. We operate with the confidentiality standards of a private bank.

03

Outcomes

We measure success by what you keep, not what you file. Tax strategy is only as good as its results.

The Team

The People Behind Your Strategy

Rachel Carlsen

Rachel Carlsen

Principal & Founder, CPA

Jason Burnham

Jason Burnham

Principal

Kimberly Bustamante

Team Member

Alex Scrantom

Team Member

Samantha Carlsen

Team Member

Christine Jenkins

Team Member

Sam Anderson

Team Member

Gabe Gomez

Team Member

Credentials & Affiliations

  • Certified Public Accountants (CPA) — California State Board
  • American Institute of CPAs (AICPA) — Members
  • California Society of CPAs (CalCPA) — Members
  • Personal Financial Specialist (PFS) designation

Let's Talk About Your Tax Position.