Greg Snyder

Gregory D. Snyder has over 25 years of experience consulting with owners of small and medium sized businesses. He specializes in representing his clients in dispute work with various governmental agencies including the IRS and Franchise Tax Board in the areas of examination and collection.

Education and Certifications

  • Bachelor’s Degree in Business Administration, University of Portland

Professional and Civic Affiliations

  • American Institute of Certified Public Accountants, Member
  • California Society of Certified Public Accountants, Member
  • Wealth Advisors Institute, Board Member
  • Oversees International Tax Group


Greg is a  frequent negotiator on behalf of clients with regards to complex and stressful tax issues. He also brings vast experience in preparing estate tax returns in conjunction with a client’s financial planner, attorney and insurance expert. As an estate planning expert, Greg advises other professionals regarding proper use of estate planning techniques to maximize tax benefits when transferring property and businesses to family members and charitable entities.

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, Greg 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, Greg is able to enhance traditional estate planning practices.

This model is built on the five capitals Founding Partner, Tony Rose wrote about in his book Five Eyes on the Fence: human, intellectual, social, structural, and of course, financial capital.

Connect With Greg

Gregory D. Snyder, CPA
Senior Partner


Practice Areas

  • Families & Individuals of Wealth
  • Closely Held Companies

Practice Specialty

  • Family Wealth Practice
  • Business Advisory Practice
  • International Tax Practice

Service Specialty

  • Business Tax Compliance, Planning and Advisory
  • Family Tax Compliance and Planning
  • International Tax Structuring, Planning and Compliance
  • Tax Audit Representation and Dispute Resolution
  • Business Advisory

Industry Experience

  • Food and Beverage Distribution
  • Restaurants
  • Real Estate
  • Professional Services