Adams CPA Services

Partnering with my clients to provide accounting, financial, real estate and taxation services

Certified public accountant in South Easton, MA (show on map)

5.0

★★★★★

16 reviews

Adams LLC offers accounting, financial, real estate and taxation services with a focus on personal service and expertise.

Call (508) 535-5511

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About

Adams LLC is committed to providing quality accounting and tax services, exceeding client expectations. They offer a broad range of services for business owners, executives, and independent professionals, including bookkeeping, financial planning, tax compliance, estate planning, and more.

Their values include ethical, honest, reliable, timely, passionate, personable, and knowledgeable service.

Personalized service and expertise

Broad range of services including accounting, financial planning, tax compliance, estate planning, and elder care

Affordable rates

Free initial consultation

Strong referral partner database

Over 40 hours per year in professional education for each CPA

Services

Accounting Services for Individuals

One-on-one guidance and a comprehensive financial budget plan to manage risk, improve cash flow, and ensure wealth growth.

Tax preparation Personalized monthly/annual budget Debt management Net worth statement creation Monthly cash flow analysis Savings tips and cost-cutting advice

Retirement Planning

Plan ahead now to reap benefits later, including tax-free contributions and protection from bankruptcy creditors.

Evaluation of current financial situation Optimal withdrawal strategies from retirement plans Budget creation aligned with retirement goals Social Security benefit timing analysis Selection of appropriate retirement plans Tax credit determination for IRA contributions Comprehensive retirement plan development

Estate Planning

Assist with estate planning to avoid complications, ensure proper asset distribution, and minimize taxes.

Goal definition for estate planning Team organization for legal, financial, and tax expertise Evaluation and recommendation of estate planning options Document organization and review (wills, trusts, health care, power of attorney) Tax minimization at death Incapacity management planning Asset transfer planning Estate liquidation planning Plan amendment as needed

Elder Care

Provide caring, honest, and knowledgeable elder care services to protect loved ones' interests.

Personalized elder care guidance Protection from unfair appraisals and legal issues Coordination with other service providers Ongoing support and advice

Small Business Accounting

Offer comprehensive accounting solutions for small businesses, including bookkeeping, financial reporting, and compliance.

Bookkeeping and financial reporting Compliance with tax regulations Cash flow management Strategic business planning

Part-Time CFO Services

Provide part-time Chief Financial Officer services to support small to medium-sized businesses.

Financial strategy development Budget and cash flow management Financial reporting and analysis Board and investor relations

Credentials & Certifications

CPA, MST

Since 2004

CPA

Since 1978

Reviews

Rating

★★★★★

Reviews

"We filed with him last year, he made the whole process stress free."

Frequently Asked Questions

What is the process for setting up QuickBooks for my business? +

The process involves needs assessment, software installation and configuration, chart of accounts setup, integration with banking and payment systems, and training for users.

How can you help with IRS audit representation? +

We provide representation during IRS audits, assist with documentation, and negotiate on behalf of the client to achieve the best possible outcome.

What services do you offer for estate planning? +

Our estate planning services include goal definition, team organization, document preparation (wills, trusts, health care, power of attorney), tax minimization, incapacity management, asset transfer planning, and estate liquidation planning.

How do you assist with retirement planning? +

We evaluate your current financial situation, calculate optimal withdrawal strategies from retirement plans, create a budget aligned with retirement goals, review Social Security benefits timing, select the best retirement plan, determine IRA tax credits, and develop a comprehensive retirement plan.

What are the benefits of part-time CFO services? +

Part-time CFO services provide financial strategy development, budget and cash flow management, financial reporting and analysis, and board and investor relations, tailored to the needs of small to medium-sized businesses.

How do you handle tax problems such as back taxes owed? +

We assess the specific tax problem, develop a resolution strategy, negotiate with the IRS, and implement the agreed-upon settlement, including options like Offer in Compromise and innocent spouse relief.