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Cpa/Pfs Laura Carlson Mst

Tax Manager And Partner at Apella Wealth

Laura Carlson, CPA/PFS, MST, serves as Tax Manager and Partner at Apella Capital, LLC, since July 2022, providing tax compliance and planning solutions for a variety of clients including individuals, small businesses, trusts, and estates. Previously, Laura worked as a Tax Manager at NR Smith and Associates from October 2011 to June 2022, where specialization included tax return preparation, planning, research, and IRS communications, including audits and U.S. Tax Court processes. Prior experience also includes positions as Senior Accountant, Staff Accountant, and Tax Intern at Harb, Levy & Weiland LLP, and an Accounting Intern role at Demand Media. Laura holds a Master’s degree in Taxation from Golden Gate University and a Bachelor’s degree in Accounting from George Fox University.

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