Why WE Exist:
“The WE team” was a phrase coined by our older son, Wyatt, when our younger son, Everett was born. It quickly became a motto for our family; an analogy for how we wanted to do life together. As a team, we each have an important role to play that supports the whole unit, bringing our strengths to complement the strengths of the others. When we founded WE Team LLC, our hope for the company was the same: that WE would serve our clients and employees as WE serve those in our family.
Let’s Connect
WE Team knows the importance of finding the right accounting firm for your business is crucial. WE Team offers free consultations for your private medical or dental practice so we can walk you through your needs and budget.
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Values
W – Wholeness: WE believe that our business and personal lives are interconnected. WE do our best work when WE know both your financial and non-financial dreams so that WE can strategize ways to make your whole life better.
E – Education: WE believe that our investment in the community is through financial education and literacy, which directly grows your practice and, indirectly, the economy.
T – Timeliness: WE believe that financial information should be timely in order for it to be relevant to decision-making, and WE use the power of technology to speed the transmittal of financial data.
E – Expression: WE believe that communication is the key to successful relationships, and that our job is to listen as you express your goals and to help you leverage your practice’s financial performance to achieve those goals.
A – Accessibility: WE believe that your accountant should be accessible and available, not just from January 1 – April 15, but throughout the year.
M – Metadata: WE believe that finances do not have to be intimidating. By synthesizing metadata, WE can use numbers to identify patterns which help inform us and lead decision making.
Carly Carlson
Owner & CEO
Carly Carlson, CPA is the founding and managing member of WE Team LLC. She has more than a decade of experience in public accounting advising businesses and individuals on tax, accounting, and management matters. She also worked in the finance industry, managing audits and controversies, information reporting, and tax savings strategies for a publicly-traded bank. She has extensive background in tax consulting with medical and dental practices, guiding practices through transitions, providing transaction support, covering tax strategies and feasibility issues, and reviewing legal agreements. She also consulted with large hospitals and healthcare small businesses on compensation formulas based on production and regularly calculated and reviewed these formulas for profit allocation to practice owners. Carly has been a regular speaker at A-DEC and Sirona conferences teaching about the impacts of tax reform on healthcare small business. In addition to tax and managerial consulting, Carly provides detailed financial and forensic analysis for attorneys throughout the country and has assisted in numerous high profile litigation matters. Carly believes the future of finance is linked to technology, and has assisted clients with multiple accounting software conversions (both to and from QuickBooks and Xero), advising on various bookkeeping and reporting requirements.
When not crunching numbers, Carly enjoys spending time with her husband and three children, cooking, reading, traveling, and getting as much time outdoors as possible.
Education
PORTLAND STATE UNIVERSITY
Activities & Affiliations
• American Institute of Certified Public Accountants (AICPA), member
• Minnesota Society of Certified Public Accountants (MNCPA), member
• Licensed CPA in MN & OR
Marisa Tague
Tax manager
Marisa Tague, CPA is tax manager of WE Team LLC. She has more than 7 years of experience in public accounting advising health care small businesses and their owners on tax, accounting, and management matters since 2015. Marisa started her career at a mid-sized accounting firm, working on accounting and bookkeeping for small businesses. She then took those skills to the Healthcare niche, focusing on tax preparation, tax planning, and advising for doctors and dentists who own their own practices. She is passionate about helping clients find success in whatever they do. Her super powers are effectiveness, efficacy, and efficiency - and she loves to put that into practice as she supports her clients’ growth.
Outside of the office, Marisa enjoys spending time with her son, working on carpentry projects, and thru-hiking. Fun fact: after graduating and before sitting for her CPA exams, Marisa took time off to hike 650 miles of the Pacific Crest Trail.
Education
CALIFORNIA STATE UNIVERSITY OF SAN MARCOS
Activities and Affiliations
• American Institute of Certified Public Accountants (AICPA), member
• Licensed CPA in CA