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Garcia | Carlson

The CPA firm of Garcia | Carlson is a boutique accounting firm specialized in tax returns and tax planning and tax return filings for high-net-worth individuals. Co-founders Evelyn Garcia and Stacy Carlson, along with their staff of eight, provide a team approach and focus on the individual tax aspects of each high-net-worth family.

“These are often more complex situations with multiple state filings, partnerships and S corporation investments,” explains Evelyn. “The more complex a tax situation is, the more hands-on attention it requires. We become very involved.”

Evelyn and Stacy spent a combined 25 years working at a large CPA firm before launching their own, and both agree: they’ve never been as tight with their clients as they are now.

Since it was founded in 2016, the firm has seen astronomical growth. A major reason for its success? Its accountants offer the personalized attention of a boutique firm with the know-how and tax savvy of a firm ten times its size.

“We have a small firm feel, but with large firm capabilities,” says Evelyn. “Instead of going to a large firm where they’re one in a million, our clients come to us for the personal relationship. We’ve worked with some of the clients for many years. We know their families, and they call us often, whether they’re switching financial advisors or planning to make a large gift. This isn’t a firm where you hand in your tax information and that’s it. We touch base often throughout the year.”

Pictured, seated from left: Stacy Carlson, Elizabeth Rifenburg, Evelyn Garcia

Standing, from left: Joanna Williams, Alexandra Coburn, Sanford Peters, Vanessa Leon, Rae Gibson, Cherita White

2367 Vanderbilt Beach Road
Suite 811
Naples, FL 34109
T: 239.325.5200
www.garciacarlson.com