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

  1. Signing Director Manufacturing and Technology Tax

    CLA (CliftonLarsonAllen)

    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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Chuck Mulberg — Signing Director Manufacturing and Technology Tax at CLA (CliftonLarsonAllen) in Bellevue, WA, US | Unifers