Katie Carlson, JD
Katie Carlson founded KCLC Tax Planning & Preparation to give successful professionals and business owners something most tax firms never offer: a plan, built before the decisions happen, not a return filed after they do.
With a background in law, Katie brings a level of analytical rigor to tax strategy that goes beyond compliance. Her focus is on the decisions that actually move the number on your return: entity structure, reasonable compensation, retirement contributions, and the timing of major deductions. The tax return is simply the accurate record of a plan that was made carefully, months in advance.
Katie works with physicians, CRNAs, executives, and business owners across construction, service, and specialized industries: clients who need more than a preparer and are looking for a strategic partner in their financial decisions throughout the year.
How Katie Works
Every engagement begins with a planning conversation, not a data entry form. From there, KCLC builds a relationship around your specific situation, whether that means quarterly strategic planning, ongoing coordination with your other advisors, or full concierge-level support.
KCLC intentionally serves a limited number of clients. That is a deliberate business decision, not a capacity problem. It is what allows every client to receive advice from someone who actually knows their situation.
The planning philosophy
Tax outcomes are decided long before a return is filed. How you pay yourself, how your entity is structured, when contributions and purchases happen, and how your income is documented across states: these decisions determine what you keep. KCLC exists to make sure those decisions are made deliberately, with the tax consequences understood in advance.
ABOUT KCLC
Work with Katie
If you want a tax partner who plans ahead instead of reacting at filing time, start with a conversation. Send a note about your situation and we’ll respond within one business day.