CRAIG SICKLER

Craig Sickler has more than 30 years of public accounting experience providing tax, accounting, audit, and advisory services to businesses, individuals, and organizations. He specializes in individual and business taxation, with particular expertise in S corporations, limited liability companies, estate planning, business succession planning, and tax-efficient wealth transfer strategies. Craig also advises clients on complex real estate transactions, including 1031 exchanges, helping them navigate tax implications and align investment decisions with long-term financial objectives. His experience includes auditing for-profit entities, insurance companies, and financial institutions, providing him with a broad perspective on financial reporting, compliance, and risk management. In addition to his client service responsibilities, Craig has demonstrated a longstanding commitment to community leadership through board and governance roles with healthcare and nonprofit organizations throughout the Hudson Valley.

Certifications & Education

• Certified Public Accountant in New York
• FINRA Series 7 and FINRA Series 66 Licenses, NYS Life & Health Insurance License
• Avantax Investment Services – Licensed, Registered Representative
• Saint Bonaventure University, Bachelor of Business Administration in Accounting