Welcome to Adap Tax Financial, Inc.
Adap Tax Financial is a tax services & accounting, personal financial planning, and investment advisory firm of highly qualified professionals that has served Bay Area clients since 2004. The range of our services and longevity of our client relationships is a testament to our clients’ trust and confidence in us.
We are Certified Public Accountants, Enrolled Agents, and Certified Financial PlannerTM professionals. We operate as fiduciaries, meaning our advice is always provided in your best interest, and we are fee-only planners who are not paid any commission or receive any compensation from any third-party. Our only compensation comes directly from you.
We operate our business under the overarching premise that we are able to provide you with the best level of personalized service when we have developed deep relationships over time and provide holistic plans that focuses your personal goals, risk posture, and behavioral orientation. We are uniquely qualified to help you achieve optimal tax advantaged solutions to maximize your after-tax results. We also recognize that these variables change with age and life circumstances, thus requiring ongoing monitoring and continuing dialog to insure a sustainable long-term relationship.
We serve clients in the San Francisco Bay Area, Tri-Valley communities of Pleasanton, Livermore, Dublin, San Ramon and Danville, as well as, Fremont, Castro Valley, Oakland, and Silicon Valley. In addition, we service expatriates, non-residents, and other clients with international taxation reporting requirements. We are particularly focused on technology professionals & executives with employee stock compensation, small business owners, and investors in financial and real property.
Adap Tax Financial, Inc. is a registered investment advisor offering advisory services in the State of California and in other jurisdictions where exempted. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Privacy, BCP Summary and ADV2 form