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Corey Graham

PARTNER – SAN FRANCISCO

Contact Info

SAN FRANCISCO OFFICE :
50 California Street, Suite 1500 San Francisco, CA 94111
TEL :

415.777.1001, Ext. 5104

FAX:
415.546.9745

Corey Graham has been a CPA since 2015. He joined Bregante + Company LLP as a staff accountant in 2016 and became a partner in 2022.

Corey works on a wide variety of clients, including closely held businesses and nonprofit clients that require a combination of financial accounting, attest and tax services. Corey also provides tax planning and tax compliance services for these closely held businesses and individuals. He serves as one of the primary in-charge accountants on the attest engagements performed in Bregante + Company LLP, as well as a leading member on the firm’s internal Accounting & Auditing Committee.

Education: Bachelor of Business Administration in Accounting from the University of Massachusetts Amherst

Professional Certification: Certified Public Accountant, 2015

Professional Associations: American Institute of Certified Public Accountants (AICPA) and California Society of Certified Public Accountants (CalCPA)

Industries Serviced: high net worth individuals, nonprofits, contractors (general and specialty), wholesale and retail industries, restaurants, manufacturing, real estate, service (law, advertising, consulting), architecture and engineering, insurance, cannabisbusiness.

Areas of Expertise: tax compliance, tax planning, attest services, financial accounting, and employee benefit plans

“Our approach involves getting to know our clients’ business and personal objectives to understand the pain points from the inside out. From there, we aim to become an integral part of the team to help develop and maintain strategies to meet those objectives. Whether that’s growth and expansion, optimizing tax savings with smart tax planning, or simply maintaining consistent operations and recordkeeping, our clients’ goals are our goals.”