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Director

Karen L. Rockwell, CPA
Certified Public Accountant – Since 1990
 

Joined Crawford, Pimentel & Co., Inc. – 1988

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Areas of Concentration: 
Estate and trust taxation, estate planning, business entity selection, taxation for closely held
corporations, C corporations, S corporations, limited liability companies, general
partnerships, limited partnerships, individual tax planning and tax compliance, assurance
services including audits, reviews and compilations, IRS representation, litigation support.
 
Major Client Responsibilities: 
High net worth individuals, high tech companies, manufacturers, software developers,
wholesale distributors, venture capital firms, advertising and marketing firms, temporary
agencies, internet providers, restaurants and bars, personal service corporations, charitable
remainder trusts, private foundations, administrative estate, simple and complex trusts.
 
Professional Organizations: 
American Institute of Certified Public Accountants (AICPA), California Society of
Certified Public Accountants, California State Board of Accountancy since 1990.
 

Education:
Washington State University (undergraduate); San Jose State University 
  (B.S.Accounting 1988)
 
Other:
Team captain of peer review, woman owned business certification.