Scott Karas, Senior Managing Director

Mr. Karas has over 30 years of experience providing tax consulting and compliance services to thousands of technology, life science, manufacturing, software and service clients. Formerly a Managing Director in the technology tax practice at PwC, Mr. Karas has successfully served the tax needs for clients ranging in size from venture-backed startup to fortune 500. Mr. Karas’ deep expertise includes tax provision calculations and review assistance (accounting for income taxes, ASC 740), income tax return compliance, tax control identification and testing (Sarbanes-Oxley section 404), uncertain tax position assessments and monitoring of tax positions on financial statements (ASC 740-10) as well as other federal tax issues.  

As a Senior Managing Director in CFGI’s tax consulting practice, Mr. Karas will bring his dynamic approach and 30+ years of expertise to CFGI’s national client base of both publicly traded and privately held companies. Mr. Karas prides himself on a reputation for bringing superior client service and offering his clients practical solutions to their most complex and technical challenges. 

 

Philip Graham, Senior Managing Director

Mr. Graham has over 30 years of experience as an in-house tax director and advisor.  Prior to joining CFGI, Mr. Graham had a 25-year career at Fidelity Investments where he was Senior Vice President of Corporate Tax and responsible for planning and implementation of tax services to support Fidelity businesses.  In addition to his primary focus of federal and state tax matters, Mr. Graham played a key role in establishing Fidelity’s (in-house investing) venture capital, private equity, hedge fund, and real estate operations.  Mr. Graham also led tax services for these businesses, including training/development of professional staff and advising senior management on all tax matters.   

As a Senior Managing Director in CFGI’s tax consulting practice, Mr. Graham offers an extensive leadership background and 30+ years of corporate tax experience to CFGI’s diverse financial services client base.    

Co-CEO, Shane Caiazzo states, “The addition of such distinguished members to our team illustrates the level of commitment we have to CFGI’s rapidly expanding national practice offering and we are delighted to welcome both Scott and Philip to the CFGI team.” Tax managing partner, Joel Gardosik added, “working with such well-known leaders in the tax community puts CFGI in a position to continue to attract the most talented professionals across the country.  It illustrates the growing demand of our client base not only for technical accounting expertise but for technical tax work as well.”

About CFGI

CFGI is a national leader of consulting services, providing non-audit accounting and tax advisory service to our clients.  The Company continues to extend its consulting services due to the growing demand of our global client base.  CFGI serves over 500 public and private clients with a team of professionals in technical accounting, capital markets, operational, risk-management, and tax.

To learn more, visit www.CFGI.com or call us at 617-531-8270