Carlos, a Smith Marion Principal since 2025, is a professional with a wealth of expertise in accounting and financial management. A Certified Public Accountant (CPA) since 2020 and an Enrolled Agent (EA) since 2017, he has been an integral part of our firm since 2015, where he has consistently demonstrated a commitment to excellence. Carlos specializes in serving corporations and nonprofit organizations, with a focus on tax planning and compliance, financial analysis, and business consulting. His proficiency extends to financial reporting and the development of tailored strategies that address the unique needs of his clients.

In addition to his technical expertise, Carlos brings a unique balance of professionalism and approachability to the workplace. He is dedicated to fostering trust and clear communication, ensuring that both his team and clients feel supported in achieving their goals. His ability to represent clients before the IRS and other taxing authorities further solidifies his role as a trusted advisor. Carlos is known not only for his technical skills but also for the strong relationships he builds with clients. He believes in providing focused expertise while fostering trust and open communication, ensuring that each client feels supported and confident in their financial decisions. His dedication to client success has earned him a reputation as a trusted advisor who goes above and beyond to meet their needs.

In addition to his professional achievements, Carlos serves as the president of his homeowners’ association (HOA), where he applies his leadership skills and financial expertise to benefit his community. This role highlights his commitment to making a positive impact beyond the workplace.

Outside of his professional life, Carlos loves spending time with his family. They share a passion for creating fun and meaningful family experiences, with Disneyland being a favorite destination for making memories. Whether it’s enjoying the magic of the theme park or simply exploring new adventures as a family, Carlos embraces the balance of work and life with enthusiasm and joy.

Carlos continues to be a cornerstone of our team, bringing a combination of expertise, integrity, and a personable approach that makes him invaluable to both the firm and the clients he serves. His commitment to excellence and his passion for helping others succeed truly set him apart.