About the Business
Adap Tax Financial, Inc. is a financial services provider with professionals who are Certified Financial Planners, Enrolled Agents, and Certified Public Accountants. The company specializes in helping individuals and small businesses with their tax and financial needs, such as real property investments, international income, and LLCs, partnerships, and S-Corporations. The team is comprised of experienced professionals from different backgrounds, including teachers, engineers, technology experts, realtors, consultants, contractors, retailers, and manufacturers. With Adap Tax Financial, Inc., clients can be sure that their finances are in good hands.
Our experienced team is dedicated to providing top-notch service and satisfaction for all of our clients. Contact us today for more information on how we can help you with all of your needs.
Reviews (0)
Click to RatePublisher Info
- Adap Tax Financial has been in operation since 2005 servicing the local Tri-Valley communities of Pleasanton, Dublin, Livermore, San Ramon, Danville, Castro Valley and Fremont. Originally begun as a tax preparation business, the business has grown into a full service financial service operation offering financial and tax planning, as well as, investment management. In 2019, Adap Tax Financial acquired the tax preparation business of Rob Pennock, CPA. Also, Monica Fey, CPA joined the firm as Senior Tax Manager.
- (925) 218-2301
- 4725 First St Ste 275, Pleasanton, CA 94566
- Visit Website
Opening Time
-
Mon
9:00 AM - 5:00 PM
-
Tue
9:00 AM - 5:00 PM
-
Wed
9:00 AM - 5:00 PM
-
Thu
9:00 AM - 5:00 PM
-
Fri
9:00 AM - 4:00 PM
-
Sat
Closed
-
Sun
Closed