Strategic Tax & Transaction Advisory from Rachel Carlsen, CPA | Carlsen Partners
Rachel Carlsen, CPA
Founder | Principal Advisor | Trusted Exit Strategist
Rachel Carlsen, CPA, is a seasoned financial strategist with over 30 years of experience in tax planning, business valuation, and transaction advisory. As founder of Carlsen Partners, she has helped countless entrepreneurs and business owners plan and execute successful business exits—combining deep financial insight with personalized, goal-driven advice.
Rachel holds a CPA license in the state of California,and her background spans complex tax structuring, multi-entity business operations, mergers and acquisitions, and IRS and FTB audit resolution. She is known for her precision, professionalism, and ability to simplify complex financial decisions for her clients.
Credentials:
- Certified Public Accountant (CPA) – Licensed in CA
- Member, American Institute of CPAs (AICPA)
- Business Valuation & Transaction Advisory Specialist
✅ Why Business Owners Choose Carlsen Partners
Accurate Business Valuation
Rachel delivers detailed, defensible valuations using income, market, and asset-based approaches tailored to your industry and financials.
Tax-Efficient Exit Strategies
We help you reduce capital gains and structure deals (asset vs. stock sale) to keep more of what you’ve earned.
Financial & Operational Readiness
We prepare your financials to stand up to buyer scrutiny, ensuring clean books, reduced risk, and higher buyer confidence.
Strategic Deal Support
From initial pricing through final signatures, Rachel is by your side—advising on terms, managing due diligence, and coordinating with your legal team.
Post-Sale Planning
After closing, Rachel offers wealth planning, tax filing guidance, and strategies to ensure long-term financial stability.
What Our Clients Say
“Rachel helped us navigate the sale of our family business with incredible professionalism. She saved us hundreds of thousands in taxes and made the entire process feel manageable.”
— Private Business Owner, California
“Without Rachel’s guidance, we would’ve left money on the table. Her valuation, planning, and negotiation support were essential.”
— Entrepreneur & Seller of Multi-Unit Franchise
Schedule a Confidential Consultation Today
Ready to discuss your exit strategy?
Contact Rachel Carlsen, CPA, today for a one-on-one consultation and discover how to sell your business on your terms.
[Schedule Online] | [Contact Form]
About Carlsen Partners
Carlsen Partners is a boutique CPA firm specializing in tax strategy, business transactions, and financial advisory for business owners. We are committed to excellence, integrity, and client success.
Rachel Carlsen CPA
Fun Facts About Rachel...
Rachel Carlsen has always been fascinated with numbers and enterprise, and by the time she arrived in college, she began developing a wide breadth of complementary skill sets. After working 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 then 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. As she furthered her career in Accounting, she developed a vision for the Firm of the Future, where she could see financial services and the approach to client service rapidly changing to a full-service approach or rather, to a different approach.
In 2011, Rachel passed the series 7 and series 66 exams for financial services and went on to eventually pass the insurance exam. This was to allow her to develop a niche and unique understanding in the financial services market, but with an accounting edge and perspective, which would prove to be quite beneficial and powerful.
With her unique perspective and insight, from a CPA point-of-view, she went on to form her own public accounting firm, based in Los Angeles, California, named; Carlsen Financial, and quickly became a leader in Accounting and Tax Strategy. She continued to be a leader in tax services and preparation, with 300% year-over-year revenue growth, until her firm's dissolution and partnership merger in 2018.
-9ff470a.JPG/:/cr=t:0%25,l:0%25,w:100%25,h:100%25/rs=w:370,cg:true)
