Ray Evans, CPA, is a Tax Partner with RINA and has been with the Firm since 2005. With more than 25 years of experience, Ray brings his expertise in navigating the complexities of tax laws both to his clients and to the firm. Ray provides tax consulting and compliance services that meet the specialized needs of small to mid-size companies and their business owners. He specializes in business tax planning and compliance, multi-state taxation, business succession planning, and individual tax planning and preparation. 

Ray has extensive experience providing tax consulting and compliance services to high net worth individuals, as well as closely held businesses and their owners in diverse industries. Ray works with his clients to implement strategic plans for the transfer of their estate and wealth and assists them in establishing entities for family-limited partnerships, charitable remainder trusts, and foundations. He is adept at understanding complex reporting requirements for multi-state transactions and works collaboratively with his clients to minimize the tax consequences of doing business. He is a frequent speaker on tax issues to professional business groups in the Bay Area.  

Ray’s areas of expertise include:

• Partnership and S corporation planning and compliance
• Mergers and acquisitions
• Cost segregation studies
• Business entity selection
• Multi-state and international tax consulting and preparation
• State and local credit tax incentives
• Representation before the taxing authorities
• Estate and trust preparation and planning
• Income tax planning and projections
• Charitable wealth planning and giving
• Stock option planning and consulting 
• Buy-sell agreements
• Performance analysis