Craig Carlini, CPA, CFP, MBA, is a principal and senior tax and advisory professional with more than 30 years of experience helping businesses and high-net-worth individuals manage complex tax and financial matters.
He specializes in tax planning, tax compliance, and strategic advisory services designed to minimize tax burdens while supporting long-term financial growth and wealth preservation.
Craig works with a diverse range of clients, including law firms, government contractors, medical practices, lobbying organizations, and high-net-worth individuals. His advisory services extend beyond traditional tax preparation to include business acquisition consulting, compensation planning, business restructuring, and operational reengineering strategies.
Craig also provides proactive financial and investment guidance that helps clients evaluate opportunities, manage risk, and align their financial strategies with long-term business and personal goals.
In addition to his accounting expertise, Craig holds a Life and Health Insurance license, allowing him to provide integrated financial and risk planning strategies for business owners and individuals.
Through his practical and forward-thinking approach, Craig helps clients navigate complex financial decisions, optimize tax efficiency, and build sustainable financial strategies.
Service
Tax
