Circular 230 Disclosure and Disclaimer

Circular 230 Disclosure: To ensure compliance with requirements imposed by IRS Circular 230, I must inform you that any U.S. federal tax advice contained in this website (including attachments or links) is not intended or written to be used, and cannot be used, for the purpose of (1) avoiding penalties under the Internal Revenue Code or (2) promoting, marketing or recommending to another party any tax related transaction or matter.

Disclaimer: Tax matters can be extremely complex. The tax law is built on exception upon exception. I attempt to address the most common situations that I think my readers will face. However, it is impossible to consider all of the potential tax circumstances any individual or business may face in a blog post. Therefore, I must STRONGLY insist that my readers use the articles published on the website as a general education and to initiate conversations with their qualified tax advisor to see if and how the tax tips would affect their tax situation. The articles here are not a substitute for obtaining personal advice from a professional.
Every effort is made to ensure that the articles on this website are accurate and provide up-to-date information. However, I cannot guarantee that all information on the site is accurate, complete, up-to-date, or error-free. I assume no liability for errors or omissions on the site. Use at your own risk.

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Words From Adam's Clients

Adam is unequivocally the best accountant with which I have ever worked. He has always been extremely responsive and willing to walk me step-by-step through how best to approach my taxes despite numerous changes to my burdens each year. As a young physician, who is married to a working professional, I have neither the skills nor the time to fully comprehend my appropriate filings and tax responsibilities. It is an invaluable asset to have someoneAn Invaluable Asset

This past year we had a baby, moved to a new place, and started a new job, and the idea of trying to figure out how to do our taxes with all these new components in our lives was overwhelming. Working with Adam brought complete peace of mind. He was thorough, communicated exactly what information he needed from us, and handled the entire process professionally and quickly. He was definitely a Godsend! -Jonathan & StephanieAdam was a Godsend

For someone like me who doesn't care for the details of taxes, Adam has always been most helpful in his simple, yet professional approach to interacting with customers. I have always felt his genuine concern for his customers and have personally benefited greatly from all of his advice. -GrahamHelpful and Professional

Thank you so much for all your help. I will definitely be using you and referring your services in the future. Great guy and excellent business practices. You’re the best! -James Doudy, Doudy InvestmentsExcellent Business Practices