I have been working with Adam for about 1 year. Switching over to Adam's firm was the best decision I could have ever made! Even before signing up, he completed some very thorough consultation calls. I explained my situation and he presented excellent solutions that other dental accountants did not even touch upon. I completed the Tax and Financial Roadmap sessions with Adam. With his expertise, we have created a complete financial and accounting plan for myself. He has helped me set up my critical illness, disability, and life insurances. He also helped me set up a payroll account which makes everything so much more organized and easy in terms of paying taxes. Adam and his team are amazing. When you sign up with his firm, you are getting a team that is genuinely committed to helping you succeed. Adam is honest, professional, and very
approachable. He is ALWAYS there for his clients.he has even worked on long weekend holidays to help me out! I highly recommend the Dental Tax team! With Adam, not only have I found a great accounting team, but also a great friend!
I've been working with Adam for a couple of years now. He is honest, reliable, quick to respond, and very knowledgeable about the dental field. I would recommend him to any of my colleagues. He's helped me set up all of my disability, critical illness and life insurances. He's set up my payroll account, a health spending account and put me in touch with a website design company. He really is a one-stop shop. Great guy. 5 stars for sure.
Just completed an initial "Tax and Financial Roadmap" with Adam. He covered a wide variety of topics where I can improve my financial health including my corporate structure, investment strategies, insurance strategies and estate planning. He is also very well networked and provided me with some contacts that could help my business. Adam is very passionate at what he does. So far the experience has been excellent. I would highly recommend Dental Tax. - Ted
Adam is very knowledgeable in both tax and financial planing. His planning was the most comprehensive I have experienced. He is always readily available to answer any questions.
Very thorough, very organized, goes over everything clearly and concisely. They showed me a lot of things my former accountant was missing. Most importantly, saved my corp money.