Karen Gallina EA, CDFA

Principal-in-Charge Individual Tax Services


(608) 826-2057   
Madison

ON THE JOB

Karen is the Principal-in-Charge of Individual Tax Services at SVA Certified Public Accountants, S.C. Karen's tax practice focuses on proactive tax planning and developing strategies to minimize current and future tax liabilities. Her extensive experience includes stock option planning, multistate issues, audit assistance, wealth management planning, and maximizing benefits from tax law changes.

As a trusted advisor working with a variety of individual clients; including small business owners, physicians, retirees, and high net worth individuals, Karen understands the tax issues and has the experience to meet objectives and accomplish client goals.

As a Certified Divorce Financial Analyst (CDFA) Karen assists clients with financial issues the year of divorce and beyond. She works to obtain an equitable division of income and assets while considering all financial and tax issues.

Karen also serves on the firm’s Personnel Committee. In this capacity, she focuses on the hiring, training, and development of staff accountants to ensure that they continue to provide clients with the highest level of service possible.

Education

  • University of Wisconsin - Whitewater - Bachelor of Business Administration Accounting

Credentials

  • Enrolled Agent (EA)
  • Certified Divorce Financial Analyst (CDFA)

Professional Memberships/Affiliations/Activities

  • National Society of Enrolled Agents
  • Middleton Chamber of Commerce
  • Institute of Divorce Financial Advisors

Civic/Community Involvement

  • Middleton Chamber of Commerce - Member and Silent Auction Chair of the Annual Celebration
  • Susan G. Komen Race for the Cure - Participant and Supporter
  • Supporter of Coaches for Cancer, ALS Walk for Life, Leukemia Society, Cancer Relay for Life, and MS Society

Personal

Karen is married and enjoys spending time with her many family members in Wisconsin and Florida. She enjoys hiking, biking, traveling and UW Badger games.