Kristie Carvalho
CPA
Managing Director, Tax
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