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

Our firm shares technical knowledge and best practices with hundreds of local and regional accounting firms worldwide through our membership in CPAConnect. Member firms share insights on the latest technical guidance to produce well informed strategies relating to auditing and accounting standards, tax compliance, and general financial best practices. Through this relationship, we are able to ensure that our firm understands and accurately applies the latest guidance to make our engagements efficient and valuable for our clients.


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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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Our Associations