With nearly ten years of experience, Adam acts as a trusted advisor providing tax planning and compliance strategies to minimize liabilities for privately held businesses and key stakeholders.

Adam plays a crucial role in assisting clients with proactive federal, state and local tax planning throughout the year and focuses on delivering effective strategic tax planning strategies. Staying abreast of updates in tax laws, he provides insight into the changes affecting clients and the impact of their tax decisions. Adam is also frequently called upon to represent clients during IRS audits, acting as a dedicated advocate and expert guide throughout the process.

Adam provides invaluable expertise in guiding his clients through some of the most complex areas of the tax code. He seeks to maximize his clients’ financial efficiency by simplifying intricate tax topics, minimizing tax liabilities and enabling informed financial decisions.