10 CliftonLarsonAllen tax partners
Managing Principal of Service - Tax, Managing Principal - Specialty Tax, Tax Principal and Tax Partner are among the current titles held by these CliftonLarsonAllen tax partners, who work from US offices. A reader can learn how tax partners work at CliftonLarsonAllen from people who have held the role.
Professionals to explore
Agatha Li
LinkedInExperience: Tax Principal · CLA (CliftonLarsonAllen)
Agatha Li has been Tax Principal at CLA (CliftonLarsonAllen) since June 2023, in the San Francisco Bay Area, and describes leading as National Fixed Asset Practice Leader in the Federal Tax Strategies practice, specializing in cost segregation, fixed asset income review and tax repair studies. They were Tax Director at PwC (2010–2023) and Associate - Manager at PwC (1999–2010).
Alan Osmolowski
LinkedInExperience: Principal, Tax · CLA (CliftonLarsonAllen)
Alan Osmolowski has been Principal, Tax at CLA (CliftonLarsonAllen) since January 2021, in Worcester County, Massachusetts, and describes being a principal in the firm's tax practice focused on tax consulting and compliance. They were Partner at blumshapiro (2016–2021), Partner at Grant Thornton (US) (2011–2016) and Partner at CCR LLP (1989–2011).
Andrew Lattimer
LinkedInExperience: Principal · CLA (CliftonLarsonAllen)
Andrew Lattimer has been Principal at CLA (CliftonLarsonAllen) since January 2021, based in Windsor, Connecticut, and the profile describes the role as drawing on federal and state tax expertise in tax planning and consulting. They were Tax Partner (2010–2021) and Tax Director (2008–2009) at blumshapiro, and Tax Director at PwC (1994–2007).
Brigitte Sutherland
LinkedInExperience: Principal · CLA (CliftonLarsonAllen)
Brigitte Sutherland has been Principal at CLA (CliftonLarsonAllen) since July 2026, based in Portland, Oregon, and the profile headline gives the title Principal (Tax) at CLA. They were Shareholder (2010–2026) and Senior Tax Manager (2005–2010) at Perkins & Co, and the profile describes tax planning, research and compliance experience.
Carey M. Heyman, CPA
LinkedInExperience: Managing Principal of Service - Tax · CLA (CliftonLarsonAllen)
Carey M. Heyman, CPA has been Managing Principal of Service - Tax at CLA (CliftonLarsonAllen) since January 2026, based in Los Angeles, California, and the profile says the role sits on the firm's national tax leadership team. At CLA they have also held Managing Principal of Industry - Real Estate since 2021 and Principal since 2018, and they were Partner at NSBN LLP (2005–2017).
Jay Sattler
LinkedInExperience: Managing Principal - Specialty Tax · CLA (CliftonLarsonAllen)
Jay Sattler has been Managing Principal - Specialty Tax at CLA (CliftonLarsonAllen) since January 2021, in the Greater Hartford area, and the profile headline gives the title Managing Principal - Tax at CLA. They were Managing Partner - Tax Services at Blum Shapiro and Company from 1993 to 2021.
John Dorn
LinkedInExperience: Tax Partner · CLA (CliftonLarsonAllen)
John Dorn has been Tax Partner at CLA (CliftonLarsonAllen) since December 2011, based in Minneapolis, Minnesota, and the profile headline gives the title Tax Partner at CliftonLarsonAllen. They were Tax Partner at RSM US LLP from October 1995 to November 2011.
Patrick Smith, CPA
LinkedInExperience: Tax Principal · CLA (CliftonLarsonAllen)
Patrick Smith, CPA has been Tax Principal at CLA (CliftonLarsonAllen) since January 2025, based in Austin, Texas. At CLA they were Managing Principal - Technology Industry (2019–2025) and Tax Principal (2017–2019), and they were Office Managing Partner, Tax Services (2009–2016) and Senior Manager, Tax (2005–2009) at BDO USA.
Stephen Fuller, CPA
LinkedInExperience: Partner · CLA (CliftonLarsonAllen)
Stephen Fuller, CPA has been Partner at CLA (CliftonLarsonAllen) since April 2016, in the Greater Hartford area, and the profile headline names the role CT Office Tax Lead. The profile describes strategic tax planning and compliance work, and they were Vice President, Tax Compliance & Financial Reporting at XL Catlin (2012–2016) and Senior Tax Associate at KPMG US (2010–2012).
Thomas Lind
LinkedInExperience: Tax Principal · CLA (CliftonLarsonAllen)
Thomas Lind has been Tax Principal at CLA (CliftonLarsonAllen) since November 2021, in the Greater Tampa Bay Area, and the profile describes providing tax services to international technology and life science companies. At CLA they were Tax Manager (2020–2021) and Senior Associate (2012–2016), and they were M&A Tax Manager at PwC (2016–2020).
Choose the right perspective
Match the person's tax focus, such as federal tax strategies, specialty tax, international tax or state tax, to the question you want to explore. Weigh how long each person has been a partner or principal and which office they work from, since that shapes the range of work they have seen.
Questions to take into the conversation
- 01What does a typical week look like for you as a tax partner or principal?
- 02How has your own tax practice changed since you became a partner or principal?
- 03What do people outside the field most often misunderstand about the tax side of a business decision?
Reaching CliftonLarsonAllen tax partners
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About this directory
This is a professional research starting point based on business profile data retrieved on . Titles and companies reflect that source snapshot; roles marked former had ended by then. Check the linked profiles for current details. Inclusion does not imply Instant Expert membership or availability.