Sharla Bartley MBA

Customer Success, TaxPlanIQ

Sharla is extremely talented at finance and tax with experience in corporate and business tax. She has had the opportunity to be successful in various finance and tax functions, where she's honed her skills in financial analysis. Other capabilities include federal, state, and local compliance, including multi-state income tax, sales and use tax, and property tax. Sharla also has corporate finance, budgeting, and liquidity background. She enjoys working in environments where there is a diverse array of projects. Sharla is passionate and innovative when it comes to tax planning. Currently, she is a co-coach of Tax Planning Masterclass and Customer success at TaxPlanIQ and Certified Concierge Accountant Mastermind.