Clayton Kreis, CPA/PFS

 

Clayton Kreis has been the Managing Director of Garcia & Ortiz, P.A. since 2004 and started with the firm in 1988. Mr. Kreis has extensive experience consulting with privately held companies and related owners in operating their business. Specific involvement includes tax planning, compliance, financial reporting, structuring buy/sell agreements, accounting software implementation, fringe benefit programs, administration, financial budgeting, compensation planning, sales and purchases of businesses, and restructuring professional associations.

 

Mr. Kreis is involved with investment advisory consulting related to wealth preservation, developing investment policy statements, asset allocation, selection of money managers and investment vehicles and reviewing investment performance. His industry experience includes health care, hospitality, engineering, architectural, legal firms, real estate, and manufacturing.

He is also responsible for the review of corporate, partnership, fiduciary and individual tax compliance filings.

 

Board Chairman CEO Council of Tampa Bay
Board Chairman YMCA - Suncoast - Bardmoor
American Institute of Certified Public Accountants
Florida Institute of Certified Public Accountants
Personal Financial Specialist - AICPA (PFS)
Certified Public Accountant - (Florida)
Fifth Year Accounting Program - University of South Florida
Bachelor of Science - Accounting Major - University of South Florida
Bachelor of Arts - Business Major - Maharishi International University
- Minor - Computer Science
Lifetime Member of the University of South Florida Alumni Association

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