Kristie Carvalho

CPA

Managing Director, Tax

Services: Private Client Services, Tax Planning & Compliance

Industries: 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!

Certifications

Certified Public Accountant

Community

Member – California Society of Certified Public Accountants (CalCPA)
Graduate – Leadership Contra Costa – Class of 2009-2010

Education

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

OBBBA’s expected impact on individual taxpayers

The One Big Beautiful Bill Act (OBBBA) brings major tax changes for individuals including expanded deductions, new credits, and the end of key clean energy incentives. Learn how to plan ahead under the new law.

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