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Kristie Carvalho

Kristie Carvalho

CPA
Managing Director, Tax
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Location: Walnut Creek  |
Areas of Expertise: Private Client Services, Tax Compliance, Tax Planning
Industries: Manufacturing and Wholesale, Real Estate

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.

 

Interesting tidbit

Kristie spent many years taking professional dance lessons and can West Coast Swing and Salsa given the chance!

Quick facts

Certification

Certified Public Accountant (CPA)

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

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

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