Craig R. Morris is the Principal and owner of our Craig Morris & Coompany, CPA’s. He graduated cum laude from Bernard M. Baruch College of the City University of New York in 1974 with a Bachelor of Business Administration degree and was selected for membership in Beta Gamma Sigma, the honor society for collegiate schools of business. He then spent seven years with the Big Four, international accounting firm now known as Deloitte. He left there to begin Craig Morris & Company in 1981. Craig has extensive experience in all levels of client service, from individuals to large publicly held corporations. In addition to servicing the needs of ongoing tax and accounting clientele, Craig has handled various levels of specialized tax planning associated with selling or buying businesses, formation of entities and the preparation and filings of initial public offerings. Craig has been an adjunct professor of accounting in the graduate and undergraduate divisions of Adelphi University. He has been active in the Nassau Chapter of the New York State Society of Certified Public Accountants, serving as Committee Chairman, lecturer, Executive Board Member and Officer since 1983. He currently serves as Chairman of the Continuity of Practice Committee, was Chapter Vice President and received the prestigious Distinguished Service Award, for many years of devotion to the profession. Craig completed a six year term as Treasurer of the Nassau Chapter of the American Red Cross, where he was honored for volunteer leadership and dedicated service; and has served the Long Island Association Small Business Council Programs and Services Committee. He is licensed to practice as a CPA in New York and Florida, and previously held Series 6, 63 and 65 securities licenses, as well as the Personal Financial Specialist credential. Craig is a member of the American Institute of Certified Public Accountants and the New York State Society of Certified Public Accountants.

Larry is one of the founding members of the firm and has over 30 years of experience advising privately held companies, professional practices, investment pannerships and entrepreneurial people in all areas of taxation, accounting and auditing, business management and life style management. He also brings extensive credentials to his clients. Larry graduated from American University, in Washington, D.C. with a Business Administration degree with concentrations in Accounting and Finance. He received his formal accounting training at a prestigious medium size accounting finn in New York City. After spending several years there, working in both the auditing and tax depanments, he joined forces with Elliot J. Katz in 1991. In 1995, they formed Katz & Bloom, CPAs, LLC, which became Katz Bloom & Schon CPAs LLC in 2009, and then BloomSchon CPAs LLC upon Mr. Katz's retirement. Larry is very passionate about his work and enjoys being a value added integral pan of his clients planning team. He has a hands- on approach to problem solving and enjoys counseling firm clients. helping them to achieve their business and personal goals. In addition to being a CPA, Larry is a Chanered Global Management Accountant. The CGMA designation demonstrates management accounting expenise, detennination and commitment to achieving sustainable business success. The issuing body is a joint venture owned by the American Institute of Certified Public Accountants (AICPA) and the Chartered Institute of Management Accountants (CIMA) and the designation requires a combination of exams, experience and other membership requirements. Larry is licensed by the New York Department of Financial Services as an agent for Life, Accident and Health Insurance. He integrates this license as part of advising clients on retirement planning strategies particularly focusing on planning for long-tenn care. In his spare time Larry enjoys playing basketball, hiking, traveling and spending time with his fami ly.

Eliot's bio coming soon!