Kevin Gray EA, CFP®
As an EA (Enrolled Agent), Kevin is a federally licensed tax professional having the ability to represent taxpayers before the IRS on all levels in any state across the country. The highest credential offered by the IRS. In addition to his EA credential, Kevin earned an Ivy League degree in economics from the University of Pennsylvania and is a Certified Financial Planner thus maintaining a unique skill set to better help clients build wealth, increase profits, and minimize taxes.
Prior to Greyson Tax & Consulting, Kevin worked as a consultant to thousands of investment and tax professionals across the country regarding their high net worth clients, in addition to working with individuals and business owners directly. Kevin most recently held a position as Regional Director for a global investment company serving as the youngest RD in company history. Prior to his Regional Director role, he held a Regional Vice President role with one of the largest insurance and asset managers in the US. He began his career as a financial advisor focused on tax efficient investing, goal planning, and cash flow analysis for business owners.
As part of the Greyson Tax & Consulting team, Kevin enjoys helping clients succeed in their primary businesses with Greyson providing the tools and comprehensive tax planning resources needed to do so.