YOUR WEALTH TEAM

Carla Anderson, CPA

With a focus on family business groups, Carla provides services for the wide range of taxpayers involved—pass-through entities operating businesses, trusts established for estate planning, and the owners’ personal tax returns. Having familiarity with issues that can arise for any of the involved players allows for a clear view of the big picture to help clients accomplish their goals.

Carla enjoys getting to know her clients, listening to their concerns, and acting as a support to find opportunities and solutions for the tax and financial challenges they face.

With 38 years of tax and accounting experience, she takes pride in helping clients and values the relationships she has built with the many clients she serves.

A native of Southern California, Carla attended San Diego State University. After graduation, she began her career in Palm Springs. She then joined Bauer Evans after moving to the beautiful Pacific Northwest, a place she now calls home.

In her free time, you can find Carla spending time with her family, in her garden, reading a book, or cooking/baking a variety of delicious foods for gatherings with family and friends.

“Rooted In The 7 Areas That Sustain Wealth”

Everett Corporate Office

2911 Bond St Suite 200

Everett, WA 98201

Phone: 1 (844) MADRONA

Mountlake Terrace Office

6100 219th St SW, Suite 480

Mountlake Terrace, WA 98043

Phone: 1 (844) MADRONA

Park City Office

4554 N. Forestdale Dr. Unit 28

Park City, Utah 84098

Phone: 1 (844) MADRONA

Tacoma Office

1201 Pacific Avenue Suite 600

Tacoma, WA 98402

Phone: 1 (844) MADRONA

Bellevue Office

050 112th Ave NE Suite 130

Bellevue, WA 98004

Phone: 1 (844) MADRONA

Cottonwood Heights Office

2825 E Cottonwood Pkwy Suite 500

Cottonwood Heights, UT 84121

Phone: 1 (844) MADRONA

Disclosure: Madrona Financial & CPAs is a registered trade name used singly and collectively for the affiliated entities Madrona Financial Services, LLC (“Madrona”) and Bauer Evans, Inc., P.C. (“Bauer Evans”). Investment advisory services are provided through Madrona. CPA services are provided through Bauer Evans

The information, suggestions, and recommendations included in this material is for informational purposes only and cannot be relied upon for any financial, legal or insurance purposes. Madrona Financial Services, LLC will not be held responsible for any detrimental reliance you place on this information. It is agreed that use of this information shall be on an “as is” basis and entirely at your own risk. Additionally, Madrona Financial Services, LLC cannot and does not guarantee the performance of any investment or insurance product. Insurance products are offered through Madrona Insurance Services, LLC, a licensed insurance agency and affiliate of Madrona Financial Services, LLC. Madrona Insurance Services and individual advisors affiliated with Madrona Insurance Services and Madrona Financial Services receives commissions on the sale of insurance products. Clients are not required to purchase insurance products recommended or to otherwise implement financial advice through Madrona affiliates. When we refer to preparation and filing of tax returns, tax returns are prepared and filed by our wholly-owned sister company Bauer Evans, Inc. P.S., a licensed certified public accounting firm. Madrona Financial Services, LLC is a registered investment adviser with the SEC. Our registration with the SEC or with any state securities authority does not imply a certain level of skill or training.

Copyright ©2024 Madrona Financial. All rights reserved.