About Our Team
Most people dislike thinking about taxes because the traditional accounting model is reactive, impersonal, and focused only on compliance.
Fiat Tax was founded to change this.
We believe understanding your numbers leads to better decisions for your business, family, and future. We prioritize education, clarity, and proactive, year-round planning, not just compliance after December 31st.
Our true value is maximizing your tax efficiency through year-end planning. We communicate often, not just during tax season. We are not a traditional accounting firm; we are a boutique tax and wealth planning firm offering highly experienced professionals and unmatched responsiveness for the entrepreneurs and individuals we serve.
We Plan Forward, Not Backward
Our approach is built on four commitments that shape every client relationship:
Strategic Education
We don't believe in keeping clients in the dark. Every recommendation comes with context. Every strategy comes with an explanation. When you understand the "why" behind your plan, you make better decisions between meetings, not just during them.
Proactive, Year-Round Planning
We don't wait for tax season to start thinking about your taxes. We model scenarios, anticipate changes, and adjust strategies throughout the year. The goal is simple: maximize tax efficiency and eliminate surprises. The real planning work happens long before filing season.
Clear Communication
You will never leave a conversation with us feeling more confused than when you started. We speak in plain language, we're transparent about our fees, and we make ourselves available when you need us. As a boutique firm, that responsiveness isn't a perk. It's the standard.
Business Advisory Depth
We're business advisors, not just accountants. Our team, especially Carly and Brad, brings deep experience with business purchases, sales, and M&A strategies. We help business owners prepare years in advance for their future business sale, and our wealth team works side by side with us on these critical transitions and retirement planning.
Strategists first. Trusted advisors always.
Our team brings together tax expertise, business advisory depth, and a genuine commitment to helping clients see the full picture. We're educators as much as we are advisors, and we believe the best client relationships are built on understanding, not dependence. As a boutique firm, you'll know our team by name, and they'll know yours.
Jamie Choi, CPA
CPA
Jenny Smerud, CPA
Senior Tax Manager | CPA
Carmen Pace
Office Manager
Carly Carlson, CPA
Owner | CPA
Brad Gotto, RICP®
Owner | Advisor
Marissa Tague
Tax Manager
What we stand for.
Clarity over complexity
We exist to make complex financial topics approachable and actionable. If a strategy can't be explained clearly, it isn't ready. Our clients never have to guess where they stand or what comes next.
Planning over compliance
Filing a return is important. But it's not enough. We build tax strategies the way a CFO would: proactively, with your full financial picture in view, and always looking ahead. Compliance is the floor, not the ceiling.
Partnership over transactions
We don't do one-and-done. Our client relationships are ongoing, collaborative, and built to evolve as your life and business grow. We are honored to be your trusted advisor, and when your circumstances change, your strategy changes with you.
Responsiveness over bureaucracy
As a boutique firm, we move at the speed you need. You'll never get lost in a queue, transferred to someone who doesn't know your situation, or left waiting for a callback. Our clients have direct access to the professionals who know their story.
Hear From OUr Clients
The Fiat Ecosystem
Your tax plan and your wealth plan should never be strangers.
Fiat Tax is proud to be part of a broader financial ecosystem alongside Fiat Wealth Management. Together, we offer integrated planning that connects tax strategy with wealth management, so every financial decision is made with the full picture in view.
Ready for tax planning that looks forward?
We'll assess your current situation and potential. As a boutique firm, you'll speak directly with your dedicated team.
Services
Business Tax Strategy
Individual Tax Planning
Tax Preparation & Filing
Bookkeeping & Accounting