Linkenheimer of Santa Rosa, Calif., has announced that Carli Ortiz has been admitted as a partner.
Ortiz has been with the firm for four years and has brought a wealth of experience and energy to the Linkenheimer culture. She is also the firm’s first female partner. She joined Linkenheimer in November 2011 as one of the firm’s tax managers, specializing in family-owned businesses, individual taxation, estate and trust taxation and planning, tax credits and incentives, and general business accounting services such as inventory costing and set-up of accounting systems.
“She has the respect of all of the staff and a very high level of client service and dedication,” says MP John Jones. “She always has the client’s best interest in mind. She represents the core values of Linkenheimer very well: Team player. Technically competent. Active in the community.”