Craig has over 30 years of Public Accounting experience serving clients in a variety of industries.  His expertise lies in providing a wide range of accounting, tax planning, financial planning and management advisory services to meet the special needs of individuals and owners of small businesses. Craig represents small to medium sized closely-held business and investment entities as well as high net-worth individuals. Craig has also been a Certified Financial Planner (CFP) for over 25 years. Therefore, in addition to handling your tax needs, he is available to look at the “big picture” and offer a “one stop shop” for you and assist you in identifying and meeting your financial planning goals such as providing for a comfortable retirement, wealth management, education planning and cash flow planning. He is also very proactive with providing our clients tax planning services in order to take advantage of the creative tax reduction strategies available to you and to prevent any surprises at April 15.


 Bachelor’s Degree in Accounting
 Master’s Degree in Taxation


Professional Designation
 Certified Public Accountant in California (CPA)
 Certified Financial Planner (CFP)
 Personal Financial Specialist (PFS)
 Registered Investment Advisor (RIA)
 Accredited Investment Fiduciary (AIF)
 Series 7, 63 and California Insurance Licenses


Areas of Expertise
 Real Estate Taxation
 Estate and Financial Planning
 Partnerships
 S-Corporations
 Corporations
 Limited Liability Companies
 Estates and Trusts
 Individual and Small Business Taxation
 Small business start-ups, structuring and strategic planning
 IRS and FTB examinations
 Multistate taxation