The Adap Tax Financial Team

Principal Advisors

Gregory Crofton, CFP®, EA, MBA

Greg founded Adap Tax Financial in 2004 to innovate tax services by incorporating planning to minimum your tax burden. An outgrowth of this approach has been expansion of services to include comprehensive personal financial planning and tax-optimized investing.

Greg is a practicing wealth manager, financial advisor and tax advisor. He holds the coveted CERTIFIED FINANCIAL PLANNER(TM) or CFP® certification and is an IRS Enrolled Agent. He is a graduate of the University at Albany and the Haas School of Business at U.C. Berkeley where he studied finance and accounting. He also holds a Certificate in Personal Financial Planning from the U.C. Berkeley Extension where he now teaches financial planning and accounting courses.

Greg is also a Dave Ramsey SmartVestor Pro which is a referral program of Dave Ramsey’s Ramsey Solutions organization whose goal is to help connect you with like-minded professionals to help you with your investments, retirement and financial planning.

For more information about Greg, see his LinkedIn Profile

Monica Fey, CPA

Monica Fey is a Certified Public Accountant (CPA) and brings a wealth of experience which includes over 20 years tackling complex individual, business, estate/trust and non profit tax issues.

After graduating from California State University East Bay, Monica spent several years in public accounting where she acquired a well-rounded background in both accounting and tax. After her time in public accounting, she joined H&R Block Inc. where she served in all areas of tax preparation and planning for over 15 years.

Associate Tax Staff

Wayne Johnson, EA, JD (photo coming)

Wayne joined our staff as a seasonal tax preparer in 2023 and continues to support our efforts to deliver high quality, timely service.

Client Support Staff

Rebecca Peck

Rebecca serves as an office administrator who is here to assist you with administrative aspects of your experience working with Adap Tax Financial. This includes making appointments, exchange of documents and finding the best person to assist you in getting answers to questions you have about working with us.

Rebecca also supports our bookkeeping services.

Rebecca works most mornings.

Jackie Liao

Jackie is our Client Service Associate who serves as the administrator for our financial planning and wealth management clients to help you with related administrative needs.  Jackie provides administrative and operational support, assisting both clients and advisors with account management, document processing, and service requests. Think of Jackie as your resource for scheduling appointments, tracking your requests to completion, and reminding you of things we need to support you.  Her focus is on our financial planning and wealth management services and includes requests for financial planning consultations, applications for new investment accounts and requests to transfers of funds and investment reviews.