When businesses are faced with huge tax bills, multi-state tax issues, or are looking for opportunities on how they can maximize their tax strategies, it’s not uncommon for owners to call their trusted financial advisors for help.

That’s where Karen comes in.

As a senior manager in Taxation Services, Karen’s practice involves all aspects of tax planning, including federal, multi-state and international tax, mergers and acquisitions, and other tax-efficient strategies.
Advising across a multitude of industries, Karen understands that no single approach is right for every organization. She works with business owners to understand their individual business needs, short-term goals, growth tactics, succession planning, and long-term plans to construct strategies that minimize tax burdens.

Along with her extensive tax planning knowledge, Karen works with business owners on their personal wealth strategies, including income tax, estate planning, and business succession. She currently serves as Chair of BMF’s Staff Development Committee, whose purpose is to align staff goals with opportunities for personal development within the firm.

Karen graduated summa cum laude from Baldwin Wallace College and received her bachelor’s degree in accounting. She is a member of the AICPA, OSCPA and served on the board for Dress for Success Cleveland. Karen lives in Sagamore Hills with her two daughters and enjoys spending time at her local yoga studio and watching her children play on the soccer field.

“A perfect day is when I help a client solve a problem. It’s about understanding the end goal, strategizing different avenues, and leveraging the best result possible.”

About the Authors

Karen J. Costantini

CPA
Senior Manager, Taxation Services

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