What Our Clients Say

"Rachel saved our family over $380,000 in IRS liability that we thought was a done deal. Her knowledge of tax law is extraordinary, and she fought for us every step of the way."

"I've worked with several CPAs over the years, but Rachel is in a different league. She identified planning opportunities my previous advisor had missed for years."

"I was contacted by Rachel a few minutes after I posted a request on Thumbtack. She is very responsive and set up an appointment on a Saturday for a free hour-long consultation. Rachel answered most of my questions on tax-related issues and gave a lot of useful advice on overall personal finance planning. A very efficient and knowledgeable financial professional — I look forward to working with her."

"I am so grateful to have found Rachel and her team. Her firm is full service, which is exactly what I was looking for. Her team met my deadlines and my budget. I have been very impressed and will continue to work with her firm for all of my business's accounting and tax needs."

"Rachel and her team are incredibly knowledgeable, personable, and engaging. We interviewed several CPAs, and Carlsen Financial was a pleasant find. During our initial meeting, they took the time to understand our current tax situation and helped us develop a strategy for future growth. They took a multifaceted approach to our business goals — walking us through all available tax, accounting, legal, and investment options. Within 30 days, they had set up our business entity, configured our accounting software, and started managing our bookkeeping. We consider Rachel and her team true partners in business and look forward to a long and seasoned partnership."

"Rachel and her staff were incredibly knowledgeable and proficient at assessing our tax problems, strategically developing a resolution plan, and executing a very complex plan of action with efficiency and accuracy. We had searched for many months to find the right CPA to manage our tax and accounting needs. After our initial meeting, we instantly found their pleasant and personable demeanor along with a wealth of experience to be the best fit for us. Not only are they incredible tax strategists, but highly knowledgeable on new technologies, software, insurance, investments, and a myriad of other financial management processes. Their fees are competitive and their follow-through is impeccable. We highly recommend Carlsen Partners for any small to mid-sized company seeking exceptional tax and financial accounting services."

"Rachel Carlsen is very knowledgeable in the area of accounting and with QuickBooks. She has not only organized our accounting process but set everything up in QuickBooks and trained my staff. I would strongly recommend her as a CPA."

"Corporate taxes and personal taxes. Expensive but worth it! She makes you feel special. I will try her next with my non profit side of my business."

"I would highly recommend using Carlsen Financial. After my initial meeting, I hired the company to assist me with financial advice and guidance with my new business. They are very customer focused and have been incredible to work with."

"I received a prompt professional response to my inquiry, listened to my needs and she sent a bookkeeper to my door within days. The bookkeeper is professional and friendly and just what I've been seeking!"

"Needed a bookkeeper for my law practice. Turns out Rachel is also a CPA. Two for the price of one! The resulting advice is much deeper than one would get with just a bookkeeper."

"I was provided with bookkeeping services. The staff was very professional and efficient."

"IMPACT! That's the best way to explain the benefit of working with Rachel — she has a huge impact on business and personal finance. She's a CPA, CFO and all round advisor. Her knowledge is so wide that she can pull together all the previously separate elements of personal accounting, business planning, tax, life insurance, investments and more. Bottom line is that my life is easier and I'm financially better off through working with Rachel — a rare find."