Adaptax is dedicated to serving your complete tax preparation

and advisory needs. We are specialists in supporting the needs of financial

and real property investors, taxpayers with small or closely-held

businesses and trusts.

 

Adaptax is an Enrolled Agent practice. Enrolled Agents, or EAs as we are

commonly called, are the only tax practitioners who are licensed directly

by the Internal Revenue Service and are considered the tax experts.


Although prior experience as an IRS agent can satisfy the requirements

to become EA, we are your tax advocates. While we are licensed by the

IRS, we do not work for the IRS. We work for you to help you meet your

minimum U.S., state and local tax return filing and payment obligations.

We can also help you defend your position if your tax return is ever

challenged in audit. And we help you understand the tax laws, so you can

plan to minimize your tax liabilities through prudent planning.

 

 


Affiliations

 

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California Society of Enrolled Agents (CSEA)
Cal State East Bay

City of Pleasanton Chamber of Commerce
Haas School of Business at U.C. Berkeley
East Bay Association of Enrolled Agents
East Bay Estate Planning Council
National Association of Enrolled Agents (NAEA)
National Association of Estate Planners & Councils (NAEPC)
National Tax Practice Institute (NTPI)

YEAR-ROUND SERVICE

Adaptax is here for you

12 months a year, not

just during tax season

WHAT EXPERTS SAY

“The only purpose of the [taxpayer] was to escape taxation. . . . The fact that it desired to evade the law, as it is called, is immaterial, because the very meaning of a line in the law is that you may intentionally go as close to it as you can if you do not pass it.
—Supreme Court Justice Oliver Wendell Holmes Jr.”

FREE CONSULTATION

FOR A NO OBLIGATION FREE

CONSULTATION PLEASE CALL

925.218.2301