Mission Statement

Firm Overview

Karlsson & Lane is an innovative team of accountants combining knowledgeable expertise with responsive service to assist our clients in achieving their financial and business goals.

Our Firm’s Philosophy

Our firm’s philosophy is to combine knowledgeable expertise with a high level of service not often seen in full service accounting firms. There has been a dramatic rise in demand for financial services over the past several years, and many firms have sacrificed service as workloads have increased.

Our shareholders have chosen to provide outstanding service to a limited base of clients. We believe bigger is not always better. We have created a firm that possesses the experience and technical resources of larger firms, while providing the personal service that one would expect from a local firm. At Karlsson & Lane, our shareholders do not just sell you our services; our shareholders perform the work, efficiently and on time.

Our Affiliations

Karlsson & Lane is an independently owned and operated member firm of CPAConnect, an alliance of CPAmerica, Inc. CPAmerica, an association of independent accounting firms that maintain the highest practice standards, is a member of Crowe Global, providing our firm access to the eighth largest accounting network in the world, with over 200 independent accounting and advisory firms in more than 130 countries. As a client of our firm, you truly receive the best of both worlds; the personal attention and sincere concern of a local firm and the knowledge and resources of an international association.


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Karlsson and Lane | Pleasanton, CA | Accounting Firm | 360 Web Designs
Karlsson and Lane | Pleasanton, CA | Accounting Firm | 360 Web Designs

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