Craig Geist, CPA, CGMA

Audit and Assurance
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Meet Craig*

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

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Professional History


  • American Institute of Certified Public Accountants (AICPA)
  • New York State Society of Certified Public Accountants (NYSSCPA)


  • City University of New York, Queens College


  • Janover LLC
Industries Served