Ray Evans

CPA / Tax Stockholder / Tax Department Head

Focus: 

High Net Worth Individuals  
Estate and Trust Planning  
Multi-state Taxation  
Corporation & Partnership Tax  
Estate and Trust Tax  

Industry: 

Real Estate & Construction
Professional Services  
Information Services and Technology
Manufacturing & Distribution
Food Services

Credentials:

California State University, San Luis Obispo, Bachelor of Science Degree in Business Administration with a concentration in Accounting, 1988
Golden Gate University, Masters in Taxation, 2007
CPA License, 1992

Organizations:

California Society of Certified Public Accountants  
American Institute of Certified Public Accountants  
Executive Advisory Forum, Member  

Experience:

Ray has extensive experience providing tax consulting and compliance services to high net worth individuals, closely-held businesses and their owners in diverse industries. Areas of focus include tax planning for individuals and closely-held businesses, financial and estate planning, and business succession planning. Ray also has extensive experience in providing auditing and attest services for a wide-range of business and non-profit clients.