Carmen Julia
Aguiar, CPA, CFP®
President / CEO
With over twenty years of experience as a practicing CPA,
Carmen has acquired an exceptional and diverse knowledge base. Carmen enjoys
developing close relationships with her clients, allowing her to understand
their risks and goals. Her primary emphasis is serving as an advisor to
businesses, developing pricing strategies, visioning, and goal setting. Carmen
specializes in providing tax services to individuals, families, businesses and
not-for-profit organizations. By
undergoing continuous education, Carmen stays up to date on current tax laws and
legislation, allowing her to offer her clients the latest key tax planning
opportunities. Carmen is fluent in Spanish, enabling her to reach the Spanish
speaking community and assist them in achieving their financial goals. She also
provides presentations regarding taxation, personal financial planning, and
leadership development.
Carmen is passionate about the
community both socially and monetarily. She has devoted
many volunteer hours serving on boards that foster
community development as well as provided her
professional services for not-for-profit organizations.
Affiliations:
American Institute of Certified Public Accountants
Washington Society of Certified Public Accountants
Washington State Hispanic Chamber of Commerce
Bellevue Rotary
Awards:
40 Under 40 Honoree, Puget Sound Business Journal, 2003
Commendation from the City of Bellevue’s Mayor, 2003
Oye Tú Business Award of Excellence, 2002
Woman of the Year, Bellevue Business and Professional
Women, 2002-2003
Vincent Gervais Public Service Award, Washington Society
of CPAs, 1999
Strathmore's Who's Who Among Business Leaders, 1996-1997
President's Award, Washington Society of CPAs, 1994
