Managing Director
Boston
Direct: 617-761-0509
cklein@cbiztofias.com

Craig is a Managing Director in the Tax Group and a member of the Not-For-Profit & Education Practice. Prior to joining CBIZ Tofias he worked in the Boston office of Deloitte Tax LLP. Craig has more than 20 years of experience in the tax industry with significant expertise in not-for-profit taxation matters. He works with complex not-for-profit organizations including educational, health and human services, and cultural organizations.  Craig assists his clients with their tax services needs including preparation and review of tax returns, advice and planning regarding unrelated business income, transactions, and issues related to maintenance of tax-exempt status.  In addition, he has broad experience working with a variety of clients, including public companies, private companies, and high net worth individuals.

Education:
Duke University, BA
Boston University, MBA

Memberships:
• Massachusetts Society of Certified Public Accountants, Not-For-Profit Committee and Hospital Committee
• American Institute of Certified Public Accountants
• American Health Lawyers Association
• KidsCorner, Past Board Member and Treasurer