Caroline Sporer is a tax accountant with over 30 years of experience preparing individual and trust returns for high-net-worth clients. Many of her clients have worked with her for more than 20 years, following her through multiple firms, a reflection of the long-term, advocacy-driven relationships she builds.
Caroline manages over 300 returns per year, with a focus on complex individual returns (Form 1040) and trust returns (Form 1041), including living trusts, charitable trusts, and special needs trusts. She also brings a deep planning perspective to her work, drawing on 30 years as an independent financial planner with LPL prior to joining Clarity Tax & CPA in 2020.
Her clients turn to her for guidance on Washington estate tax exposure, lifetime gifting strategies, retirement contribution planning, including the new "super catch-up" provisions for ages 60 to 63, and cross-border income for clients with Canadian ties near the Bellingham area. Caroline's approach is hands-on, individualized, and grounded in a single principle: her job is to be her clients' advocate for keeping more of what they earn.