Our mission is to develop long-term financial growth strategies, seek unique opportunities, and provide the highest level of support and guidance to both individuals and entrepreneurial business entities.
Our mission is to develop long-term financial growth strategies, seek unique opportunities, and provide the highest level of support and guidance to both individuals and entrepreneurial business entities.
Prepare your business returns and help you with annual reports and other specialized business filings.
Respond to your tax notices and guide you through any audits you may face.
Help you apply for special credits and rebates at state and city levels of government.
Guide you towards the proper filings needed to legally register your business.
Teach your staff to properly use bookkeeping software like QuickBooks Desktop.
Provide free notary public services to all of our clients.
Help you deal with estate and trust issues that become relevant when a relative passes away.
Help you avoid penalties, interest, and underpayments by preparing estimates after getting married or getting a big increase in income.
Affordable 1099 information return preparation solutions in case you have contractors you paid during the year.
Have an employee or multiple employees? We'll provide you with a competitive solution to all of your federal and state filing requirements.
Prepare the appropriate information returns for you to properly report mortgage interest and rent.
Adam Hall is a Certified Public Accountant with over twenty years of experience.
Adam’s clients include a variety of business owners, some of whom have been with him from the genesis of their entrepreneurial journeys, and is an essential key to their businesses’ growth and success. Whether it is maximizing returns, a deep knowledge of payroll or guidance on future endeavors, Adam’s keen sense for predicting volatility helps to avoid tax pitfalls in reporting and record keeping.
Adam specializes in high-net-worth individual returns and has expert knowledge in retirement and estate planning. He is a trusted advisor for individuals in any phase of wealth building, from those beginning to take action over their financial lives to those managing a sophisticated financial empire. He has unbreakable ties to a vast network of financial advisors and other specialists who can further help any individual into a position of power through his expert network.
A dedicated family man, businessman, and friend, Adam brings the same loyalty and excellence to every business relationship and treats all transactions with the same high level of care and detail as he would in his own personal life. A nine-time marathon runner, Adam channels his training and goal achieving marathon mentality into every decision. He is a true believer in balance and stability in the workplace and lives by his life’s philosophy that slow and steady wins the race.
Existing clients can use the below links to access client services.
Please note our old portal (powered by Onvio) expired December 31, 2023. We made the decision to switch based on feedback from clients who were dissatisfied with Onvio. If you want portal access to the new portal (no extra cost), please contact us. We likewise offer payroll services (contact us for pricing).