Gregory Crofton, CFP(R), EA, MBA

Adaptax, Inc.

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Verified NAEA Member NTPI Fellow
4725 1st St Ste 264
Pleasanton, California 94566
United States

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I am a tax and financial professional with over 14 years’ experience including over ten years as an Enrolled Agent. I am an entrepreneur who founded a tax and financial services firm with an MBA from U.C. Berkeley and prior experience working in the technology industry.

I have the following certifications:
* Enrolled Agent, 2005-Present
* California Tax Education Council (CTEC), 2004-2005
* Fellow of the National Tax Practice Institute (NTPI), 2007
* Certified QuickBooks ProAdvisor, 2012, 2013, 2015, 2016
* Certified Financial Planner (CFP), expected in 2017

I am he founder and principal advisor for AdapTax, Inc. AdapTax specializes in tax, accounting and financial services for individuals and small businesses. Come to us if you own real property or financial investments or own and operate a business including an LLC, partnership or S-Corporation. Our clients range from teachers, engineers, realtors to small business consultants, construction contractors, retailers and manufacturers.

By appointment

Contact us for a no-cost initial phone consultation at

We are located in the San Francisco Bay Area, in the Livermore, Dublin, Pleasanton Tri-Valley, near near downtown Pleasanton,

Additional Information

Company Name: Adaptax, Inc.

Designations: CFP(R), EA, MBA

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