Craig Klein

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Craig Klein

Managing Director, MBA

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  • Overview

    Craig is a Managing Director in the Tax Group at CBIZ & MHM New England (formerly CBIZ Tofias). He is a member of the Not-For-Profit & Education Practice. Prior to joining the company, 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.

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  • Industry Expertise

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