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
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