Karen Bahn, CPA
Tax Partner & Owner
Karen has had a wide range of public and private accounting experience over the last twelve years.
She focuses on providing her clients with a personalized experience that aligns with their goals and journey.
Karen has worked extensively with private clients ensuring the effectiveness of their tax planning regarding the generational transfer of assets, minimizing their tax burdens, and strategically planning for asset protection.
She began Bahn CPA to empower individuals and families to build a lasting legacy. Karen understands the complexities of tax planning and generational wealth transfer and is dedicated to providing clients with the clarity and guidance they need to navigate these challenges with confidence.
She enjoys working closely with each family to understand their unique goals and aspirations. Her experience areas include income, trust, gift, and estate tax planning.
Karen lives in East Boca Raton with her husband, Brian Bahn, two kids, and two bulldogs. She enjoys spending time with her family, at the beach, playing tennis, traveling, and creating new friendships.
Education
University of Florida – Bachelor of Arts in Business Administration
Florida Atlantic University – Master of Taxation
Affiliates and Activities
American Institute of Certified Public Accountants
Florida Institute of Certified Public Accountants
CPA Designation
License: Florida and New York (pending)
Karen Bahn
Tax Partner & Owner
Katie Sierotnik
Tax Manager
Alexandra Key
Tax Staff and Bookkeeper
Bahn CPA
A Holistic Boutique Virtual Tax Practice
At Bahn CPA, we believe in supporting our clients throughout the year, not just once a year. We believe in supporting you in your journey to safeguard your legacy while continuing to build a brighter future. Remove the feelings of unease and stress surronding your tax planning, tax compliance, and personal financial journey. Instead, replace them with feelings of calm, inspiration, happiness, and expansion.
Tax Compliance
Personal, business, trust, gift, and estate year-round support
Tax Planning
Focusing on business and generational planning, and trust, estate, and gift planning
Personal Financial Education
Working collaboratively with clients to embrace more “yes” moments
Let's Get Started
Our services extend beyond simply filing tax returns. We provide ongoing support throughout the year, answering your tax-related questions and proactively identifying potential opportunities for tax savings.