Ray Evans

CPA / Tax Stockholder / Tax Department Head


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


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


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


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


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.