Greg A. Bennett – Partner, CPA

For more than 35 years, Greg Bennett has specialized in tax and strategic planning services for small and medium-size businesses and their owners. He offers extensive expertise in integrated tax planning, succession planning and estate and transfer tax planning. Greg’s approach is to set educated goals for his clients based on thorough financial and needs assessments.

Professional Affiliations

Vice Chair – Bank of Napa Board of Directors

Member and Past President – Napa Sunrise Rotary

Treasurer – Tulocay Cemetery Association

Treasurer – Napa Valley Land Trust

Member – Queen of the Valley Medical Center Board of Trustees

Past Member and Officer – Queen of the Valley Medical Center Foundation; If Given A Chance Foundation; Napa Youth Symphony; Leadership Napa Valley; Silverado Council (BSA) Boy Scouts of America; Napa Youth Soccer League; Napa Valley Unified Education Foundation; Napa Symphony Associates; Napa Active 20/30 Club

Member – American Institute of Certified Public Accountants (AICPA) & California Society of Certified Public Accountants (CSCPA) 

Education

BA, UCSC – Modern Society & Social Thought

Graduate courses in accounting and taxation from Golden Gate University 

Interests

Cycling, skiing, backpacking