Craig Geist

Focusing primarily on serving high-net-worth individuals and closely held businesses as well as financial services, Craig provides a wide range of accounting, auditing and tax services. He is well-versed in tax compliance and structuring issues and has experience in alternative finance such as third-party litigation financing, medical lien financing and merchant financing.

With a mission to deliver consistent, first-class service that focuses on the specific needs of clients, Craig takes a personalized approach when working with every client. He prioritizes an open-door policy and is always available to discuss ideas and challenges with colleagues looking for guidance and support. Craig is a licensed CPA and holds a CGMA designation.

*Craig holds his interest in the firm through Craig Brett Geist, CPA, PC