Rachel Carlsen CPA
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Rachel Carlsen CPA
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Create Impact
Thumbtack
Nonprofits
Testimonials
Contact Us
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WE BECOME YOUR TRUSTED PARTNER

WE BECOME YOUR TRUSTED PARTNERWE BECOME YOUR TRUSTED PARTNERWE BECOME YOUR TRUSTED PARTNER

Get started with a free consultation!

Book Today

WE BECOME YOUR TRUSTED PARTNER

WE BECOME YOUR TRUSTED PARTNERWE BECOME YOUR TRUSTED PARTNERWE BECOME YOUR TRUSTED PARTNER

Get started with a free consultation!

Book Today

ABOUT US

Carlsen Partners is dedicated to helping you solve your bookkeeping, tax or organizational issues with our staff's over 25 years of experience in Accounting and Tax Related Matters, including helping you deal with the IRS and Regional Tax Agencies. Rachel Carlsen, whose namesake adorns our Business' moniker was always fascinated with numbers and enterprise, and by the time she arrived in college, she began developing a wide breadth of complimentary skill sets. After having worked in different types of customer service positions throughout banking, she started to develop an understanding of Finance and Customer Service from a financial perspective. Rachel relocated to the San Francisco Bay Area where she began her training and ascension in the field of Public Accountancy, and worked tirelessly in order to earn her CPA License. Our team is now transitioning into a firm of the future, working diligently to bring our visionary style and effort to every activity for every client.

CREATE IMPACT

We have successfully partnered with Create Impact as our Social Impact Partner to Make An Impact and Make A Difference

Our Mission

Create Impact™ works to empower a Global Community of Nonprofits and Socially Conscious Entrepreneurs by acting as a Fiscal Sponsor and Trusted Partner for your Organization

Our Vision

We Act as your Social Impact Partner to Help your Organization 

Make An Impact


A Social Impact Partner facilitates everything you need for your Nonprofit Organization or Nonprofit Purpose. As a Social Impact Partner, we create an opportunity for your Organization to carry out YOUR VISION by;


  • forming your entity from the ground up
  • applying for nonprofit (tax exempt) 501(c)3 status
  • becoming your fiscal sponsor
  • creating fundraising campaigns
  • handling IRS regulation and compliance
  • preparation of State reports
  • tax return preparation
  • accounting and bookkeeping needs
  • cash flow projections
  • special event production

How You Can Help

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Our Services at Carlsen Partners

Compliance

Taxes: Personal, Business, and Corporate Tax Preparation

Knowledgeable in Local Sales Tax

Legally Required Corporate Documentation

Business Management

Bookkeeping: Manage daily transactions

Management: Management of payables, receivables, bank account reconciliations, financial statements, corporate board resolutions, business administration, contracts, payroll and tax filings

Planning: Strategic planning, reporting and advice to support growth


Advisory Services

Reporting: Help directors make informed decisions

Capital Fundraising: Advice on seeking equity to help grow your business


"10 stars! Rachel is well informed, very easy to work with... I would highly recommend."

​

- Brian E.

More Testimonials

Serving Our Community

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