Kristie Carvalho

CPA

Managing Director, Tax

Services: Private Client Services, Tax Planning & Compliance

Industries: Real Estate

Project name

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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