Contact EMail
info@Adaptax.com
I am a tax and financial professional with over 14 years’ experience including over ten years as an Enrolled Agent. I am an entrepreneur who founded a tax and financial services firm with an MBA from U.C. Berkeley and prior experience working in the technology industry.
I have the following certifications:
* Enrolled Agent, 2005-Present
* California Tax Education Council (CTEC), 2004-2005
* Fellow of the National Tax Practice Institute (NTPI), 2007
* Certified QuickBooks ProAdvisor, 2012, 2013, 2015, 2016
* Certified Financial Planner (CFP), expected in 2017
I am the founder and principal advisor for AdapTax, Inc. AdapTax specializes in tax, accounting, and financial services for individuals and small businesses. Come to us if you own real property or financial investments or own and operate a business including an LLC, partnership, or S-Corporation. Our clients range from teachers, engineers, and realtors to small business consultants, construction contractors, retailers, and manufacturers.
By appointment
We are located in the San Francisco Bay Area, in the Livermore, Dublin, Pleasanton Tri-Valley, near downtown Pleasanton,
info@Adaptax.com
(925) 218-2301
4725 1st St Ste 275 Pleasanton, California 94566, Unites States
Adap Tax Financial, Inc.
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