Craig & Associates, LLP

Craig & Associates, LLP

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Boutique CPA and Financial Planning Firm Financial services are more than a numbers game, it’s a people business. Don’t grow it alone! Let’s grow it together.

Craig & Associates was founded by Gary Craig, CPA and Samantha Craig Vient, CFP® who were born and raised in Costa Mesa, CA. In finance – as in life – success boils down to the network we build and the relationships we keep. We started Craig & Associates because we saw a real need for a financial services firm that takes an all-encompassing, people-first approach to money. We bring over 15 years c

Freaky Friday! | Craig & Associates 04/13/2012

Freaky Friday! Why everyone needs to stash a little cash away for a rainy day!

Freaky Friday! | Craig & Associates Wow, what a day I have had today! It’s Friday the 13th folks, and I never considered myself superstitious until today. I left the house this morning to go and buy our dogs some food (because my lovely hubby forgot 2 days in a row, cough cough). So I jammed over to the pet supply store, grabbed the 3...

Build Your Financial Dream Team - Kiplinger 04/10/2012

Build Your Financial Dream Team - Kiplinger Most of the time, you probably do fine managing your own finances -- thatswhy you read Kiplingers in the first place. But every now and then, you may need help from a professional. It can be tough to turn over your money to someone

JOBS Act Crowdfunding: Introducing New Sources of Capital to Low-Wealth Entrepreneurs 04/06/2012

To all you entrepreneurs out there looking to raise capital, this might interest you!

JOBS Act Crowdfunding: Introducing New Sources of Capital to Low-Wealth Entrepreneurs Yesterday, I attended President Obama's signing of the Jumpstart Our Business Startups (JOBS) Act at the White House. The JOBS Act, which passed in Congress at the end of March, is a combination of capital formation proposals to make it easier for firms to raise capital, including and most impor...

What travel expenses are tax deductible? 04/06/2012

Are you Jet Set? Check out what you can deduct on your tax return:

What travel expenses are tax deductible? The deadline for filing your taxes is nearing. Understanding what business travel expenses you can or cannot deduct is crucial.

Top 5 Regrets of the Dying 02/10/2012

Regardless of age, these are great reminders for everyone!

Top 5 Regrets of the Dying On their dying bed, when questioned about any regrets they had or anything they would do differently, five common themes surfaced.

Get a Bigger Check From Social Security 01/27/2012

If you are starting to think about collecting social security benefits or perhaps your parents are getting to that stage, this article is a MUST READ!

Get a Bigger Check From Social Security Not so long ago, some people planning for retirement wrote off Social Security as an endangered benefit and a marginal addition to their post-career income. But in an era of disappearing pensions and erratic stock-market returns, the idea of guara

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Orange, CA
92865

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm