Karen Georgatos graduated with a Bachelor of Science degree in Finance, magna cum laude, from California Polytechnic State University in San Luis Obispo, California and has been a practicing Certified Public Accountant since 1977, concentrating in the tax field. She co-founded the firm with Bob Lauer in 1985 following her experience as a senior tax manager with Deloitte & Touche.
Karen is experienced in providing tax consultation, tax compliance and tax representation services and serves an extensive group of privately owned companies ranging in size from annual revenues of several million to several hundred million dollars, as well as individuals of high net worth and professional service firms. She is a specialist in complex partnership, LLC, S corporation, and multistate tax returns.
She has a particular specialization in the real estate development industry and has represented the land development industry in hearings before the Internal Revenue Service concerning tax matters impacting the industry.