Chuck Mulberg
Signing Director, CLA | Strategic Tax Partner for Tech Founders & CFOs | AI, SaaS, Health Tech | R&D Credits • Sec 174 • ASC 606
- Role
- Signing Director Manufacturing and Technology Tax at CLA (CliftonLarsonAllen)
- Location
- Bellevue, WA, US
- LinkedIn followers
- 500 followers
About Chuck Mulberg
As CLA’s Manufacturing and Technology Tax Lead in Bellevue, I partner with founders…
Experience
Signing Director Manufacturing and Technology Tax
Oct 2022 — Present · Bellevue, WA, US
As CLA’s Manufacturing and Technology Tax Lead, I guide high-growth tech companies through complex financial decisions—from entity structuring and tax strategy to audit readiness and exit planning. I lead a cross-functional team focused on AI, SaaS, Health Tech, and Fintech clients, delivering tailored solutions that align with their growth trajectories and regulatory landscapes.• Advise founders and CFOs on entity selection (LLC, S Corp, C Corp), QSBS eligibility, and growth strategies.• Maximize R&D credits and minimize state tax exposure for emerging tech companies.• Oversee audit readiness and strategic tax planning initiatives, enabling successful exits and M&A transactions.• Deliver proactive client service and deep technical expertise to help innovators make confident, informed decisions.
Education
University of Washington
Masters, Business Administration
1999 — 2001
Brigham Young University
Bachelor of Science, Accounting
1979 — 1985
Skills
- Financial Accounting
- Executive Management
- Tax Planning
- Business Planning
- Revenue Recognition
- Cash Flow Forecasting
- Management
- Gaap
- Tax Accounting
- Corporate Tax
- Financial Reporting
- Strategy
- Us Gaap
- Start-Ups
- Cash Flow
- Financial Statements
- Forecasting
- Managerial Finance
- Tax
- Financial Planners
- Strategic Planning
- Accounting
- Due Diligence
- Budget Preparation
- Strategic Financial Planning
- Tax Returns
- Business Strategy
- Financial Analysis
- Income Tax
- Budgeting
- Business Modeling
- Tax Advisory
- Small Business
- Profitability Analysis
- Cpa
- General Ledger
- Cost Accounting
- Business Valuation
- Cash Management
- Tax Preparation
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