Craig Frye

Craig Frye has over 20 years of combined public and corporate accounting experience. He performs the role of a trusted advisor to large public companies, small owner-operated businesses and high-net-worth individuals, including their family offices, real estate clients, healthcare clients, and entertainment clients.

In addition to helping high-net-worth families with tax-minimization strategies for asset growth, protection, and transfer of wealth from one generation to the next, Craig also helps families more effectively transfer wealth between generations using our unique values-based model. By using human, intellectual, social, and structural capitals to strengthen financial capital, Craig is able to enhance traditional estate planning practices.

Prior to joining the firm, Craig was a tax manager at KPMG. While there, he served in the middle-market and manufacturing specialty groups.

Education and Certifications

  • Bachelor’s Degree in Accounting, Pepperdine University

Professional and Civic Affiliations

  • California Society of Certified Public Accountants, Member
  • American Institute of Certified Public Accountants, Member
  • ProVisors Professional Network, Westlake Village Group, Member


Craig has a passion for service with timely and cost-effective results. He has extensive experience in audits with the IRS, Franchise Tax Board & State Board of Equalization along with vast knowledge of pass-through entities and real estate taxation. Craig’s believes that attention to detail and open communication are the key to a successful client engagement.

Connect With Craig

Craig M. Frye, CPA


Practice Areas

  • Families & Individuals of Wealth
  • Closely Held Companies
  • Non-Profit Organizations

Practice Specialty

  • Families & Individuals of Wealth Practice
  • Mergers and Acquisitions Practice
  • Business Advisory Practice

Service Specialty

  • Family Business Planning
  • Family Tax Compliance and Planning
  • Non-Profits Tax Compliance and Advisory
  • Entity Formation and Selection
  • Stock Option Incentives and Ownership Issues
  • Corporate Taxation and Tax Planning
  • Tax Audit Representation
  • Bankruptcy Work

Industry Experience

  • Families of Wealth
  • Non-Profit Organizations
  • Real Estate
  • Entertainment
  • Healthcare
  • Retail
  • Service