The Bahnsen Group

Tax Advisory Services

The Bahnsen Group has entered into an affiliation agreement with a respected tax and accountancy firm to provide our clients deep depth and wide breadth of tax advisory services.  From basic tax preparation to sophisticated minimization solutions, through all levels of tax compliance needs are on the menu.  This affiliation comes after years of due diligence and collaboration – and the realization that our shared cultural values could be leveraged into optimal outcomes for our clients.  This affiliation is a pure value-add for clients, with no revenue generation for The Bahnsen Group. The capturing of synergies between investor needs in wealth management and tax planning are fully captured in this affiliation.

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Our Advisors


Michael Klarin, CPA

Tax Advisory

Michael is a graduate of Villanova University, and began his career at a “Big Four” accounting firm, where he spent four years with KPMG, working in both Orange County, CA and Philadelphia, PA. Michael returned to California in 1995 and to join the family firm and it has been his home ever since, working alongside a team of other accounting professionals including his father, Dennis.  Michael has held leadership positions in the Orange County/Long Beach Chapter of CalCPA, including serving as chapter president. 

Michael's passion in his accounting practice is developing relationships with clients.  He believes that proper tax planning gives an opportunity to understand people as individuals, and not merely to study their numbers. He prides himself on his ability to formulate customized plans and then guide and support clients in the execution.

Michael's passions include college basketball (especially with Villanova regularly in the hunt for a national championship).  He particularly enjoys time and travel with his family. 

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Tanya Weinheimer, CPA

Tax Advisory

Tanya began her career at Coopers & Lybrand where she gained experience in both audit and tax work.  She subsequently held inside positions at the internal tax departments of a restaurant company in Irvine and a multi-national manufacturing company in Long Beach.  Eventually, Tanya balanced her career and family priorities by establishing her own firm.  This led to her partnership in a specialty firm in Irvine, CA.  She possesses vast experience in complex tax planning, both personal and corporate tax minimization strategies, and is highly regarded by her clients for her ability to do sophisticated accounting work without sacrificing her impressive personal touch.

Tanya is passionate about her community and has utilized her accounting skills to support several organizations over the years.  When not serving clients, she can be found hiking with her three adult children and husband of 27 years, attending Bible study, and playing tennis as much as possible.

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