Rachel Carlsen

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Rachel Carlsen

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BUSINESS SERVICES
BOOK AN APPOINTMENT
MEET RACHEL CARLSEN
TAX SERVICES
CASE STUDIES
NONPROFIT COMPLIANCE
INDIVIDUAL TAX ORGANIZER
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TAX PLANNING
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2025 TAX PLANNING UPDATES

Rachel Carlsen CPA

Strategic Tax Expertise for Individuals & Businesses


At Rachel Carlsen, CPA, we do more than just prepare tax returns — we build proactive tax strategies designed to minimize your liabilities and maximize your financial success. With deep expertise in ever-changing tax laws and a commitment to personalized service, we help individuals, entrepreneurs, and small businesses stay compliant, save money, and plan confidently for the future.


Whether you’re navigating complex business deductions, managing multi-state filings, or preparing for year-end taxes, we bring clarity and confidence to your financial picture. Let us turn tax season into an opportunity — not a burden.Services Include:

  • Tax Return Preparation (Individual, Business, Trusts)
  • Strategic Tax Planning & Advisory
  • IRS Representation & Audit Support
  • Entity Structuring & Business Consulting


Let’s make your taxes work for you — not against you.

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Yours truly, Rachel Carlsen

NEW 2025 Digital Asset Reporting Rules

  • IRS finalized new crypto reporting rules (Form 1099-DA).
  • Crypto-to-crypto trades and NFT gains are now reportable and taxable.
  • Clients must be advised to track basis and report foreign-held digital assets on Form 8938.


Other Key Changes

Retirement Plan Changes (SECURE 2.0 Phase-In)

  • Starting January 1, 2025, catch-up contributions for individuals earning $145,000+ must be made on a Roth basis.
  • Automatic enrollment is now mandatory for most new 401(k) plans.


IRS Interest Rates

  • As of Q3 2025, IRS interest rates remain at:
    • 8% for underpayments (individuals and most corporations)
    • 10% for large corporate underpayments





Rachel Carlsen, CPA

Rachel Carlsen, CPA

ACCOUNTING

PHILANTHROPY

PHILANTHROPY

Rachel Carlsen CPA, is a tax professional, business strategist, socially conscious entrepreneur and trusted partner.

PHILANTHROPY

PHILANTHROPY

PHILANTHROPY

Day of Hope is a program created by and developed by Rachel Carlsen, through her not-for-profit organization,

Create Impact.

COMMUNITY

PHILANTHROPY

COMMUNITY

While working with extraordinary people and entrepreneurs, Rachel Carlsen formed a women-led, Los Angeles based, not-for-profit organization.

First published in the Journal of Accountancy in 1998 for my work in accounting and volunteerism within Bay Area nonprofits; I have made it my mission throughout my career to support socially conscious organizations and entrepreneurs.


Thank you for visiting my website.

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Rachel Carlsen CPA

Founder of Create Impact Charitable Foundation™

Tax Planning and Corporate Tax Strategist

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