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Craig Klein

Managing Director, CPA, MBA

Phone: 617-761-0509
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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.

Education

  • Bachelor of Arts, Duke University
  • Master of Business Administration, Boston University

Community Involvement

  • KidsCorner, Past Board Member and Treasurer

Professional Memberships

  • Massachusetts Society of Certified Public Accountants, Not-For-Profit Committee and Hospital Committee
  • American Institute of Certified Public Accountants
  • American Health Lawyers Association

Associated Offices

Boston - CBIZ MHM, LLC - Boston 500 Boylston Street
4th Floor
BostonMA  02116
Providence - CBIZ MHM, LLC - Providence One Citizens Plaza
9th Floor
ProvidenceRI  02903
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