Adap Tax Financial, Inc. is a reputable tax services, accounting, financial planning, and investment advisory firm based in Pleasanton, CA, serving Bay Area clients since 2004. With a team of highly qualified professionals including Certified Public Accountants, Enrolled Agents, and Certified Financial PlannerTM professionals, they operate as fiduciaries, providing personalized services in the best interest of their clients.
Specializing in tax-advantaged solutions and holistic financial planning, Adap Tax Financial caters to a diverse clientele, including technology professionals, small business owners, and investors in the San Francisco Bay Area and beyond. As a fee-only planner, they prioritize long-term relationships, ongoing monitoring, and tailored strategies to help clients achieve optimal financial outcomes.
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