Our People
Kristie Carvalho

Kristie Carvalho

Managing Director, Tax
Location: Walnut Creek  |

Kristie has over 15 years of experience in public accounting, specializing in tax compliance and tax planning services for closely held businesses and high net worth individuals. Her experience includes a variety of industries including manufacturers, restaurants, distributors, professional services and real estate.

Kristie Carvalho holds an active CPA license in California.


Quick facts


Certified Public Accountant (CPA)

  • Member – California Society of CPAs
  • Graduate – Leadership Contra Costa – Class of 2009-2010

BA/Business Economics and Accounting – University of California, Santa Barbara