Our People
Kristie Carvalho

Kristie Carvalho

CPA
Managing Director, Tax
Contact:
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.

Interesting Tidbit

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

Quick Facts

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

Certified Public Accountant (CPA)

Education

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