Services Offered
Tax Preparation and Planning
Comprehensive tax services for individuals and businesses, including filing, strategy, and optimization to minimize liabilities.
Business Consulting
Expert guidance on business setup, financial management, and growth strategies tailored to your specific needs.
Payroll Management
Efficient payroll processing and compliance services to ensure accurate and timely payments for your employees.
Estate and Trust Planning
Assistance with setting up trusts, estate planning, and financial guardrails for families and businesses.
401k and Retirement Planning
Support in establishing and managing retirement plans, including 401k setups for optimal savings.
Reviews
5(5 reviews)
Rating Distribution
5
5
4
0
3
0
2
0
1
0
G
Gregory Thacker
via Google
2 months ago
Travis has been the CPA for me personally and for my law firm for a few years now and he has always been fantastic. Great at explaining things and very available. We went through several CPAs in the years before finding Travis and they were all awful. We were so discouraged and assumed maybe that's just how it is with CPAs. Travis proved that wrong and it was a night and day difference since we hired him. I could not recommend him enough.
C
Chris Seminarovia Google
over 1 year ago
Hands down the best CPA, honest, companionate and overall works like a partner. I became a client back in 2020 when I started a new business in the Tampa Bay. Adam helped us set up a 401k for my spouse, guided us on the kids trusts and keeps us within the guardrails, highly recommend.
C
Chris Leevia Google
almost 4 years ago
A buddy of mine recommended me to Adam for help with taxes. He is brilliant and easy to work with. Moreover, his ancillary staff/team is professional. The entire process was surprisingly easy/smooth. I've never had an accountant before but he tells it like it is and it is clear to me that he is a pro at what he does. Thanks Adam!
A
Alexandra J Lalamvia Google
over 4 years ago
Adam and Ellen are very professional, I have been using the Company since 2002 great team, Always there to respond to my questions or email right away. helping me with my small business and payroll as an operator , highly command .
R
Ryan williamsvia Google
almost 6 years ago
Adam and the entire staff are extremely professional, diligent and courteous. I have been using him for several years now and still get the same excellent service and advice that I received initially. I highly recommend Adam and his firm!
