Adam Financial

Experienced Guidance for Your Financial Success

Adam Financial, LLP is a trusted accounting firm based in Newport, Rhode Island. We have been serving clients throughout southern New England since 2005, providing comprehensive tax preparation and business consulting services. Our team of experienced professionals is dedicated to offering personalized, cost-effective, and innovative solutions to meet the unique needs of every client.

Benefits of Working with Us

• Personalized attention: We prioritize close personal service and regular communication with our clients.
• Big firm expertise, small firm intimacy: We leverage our extensive experience in a variety of industries to provide tailored solutions, while maintaining a close and collaborative relationship with you.
• Proactive and responsive: We anticipate your needs and proactively address potential issues with personalized solutions.
• Transparent and accessible: We believe in open and honest communication, keeping you fully informed throughout the process.

Tax Services

• Comprehensive tax planning for individuals and businesses
• Tax preparation and compliance services
• Entity structuring for business taxpayers
• Estate planning and gifting
• Succession planning
• Multi-state taxation
• International taxation
• Filing extension assistance

Consulting Services

• Business planning and strategy
• Financial analysis and budgeting
• Risk management consulting
• Fraud prevention and detection services
• Litigation support and expert witness services

Client Accounting Services

• Bookkeeping and payroll services
• Financial reporting preparation
• Bill payment and accounts receivable management
• Client portal access for secure document sharing

Our Commitment

At Adam Financial, LLP, we are committed to providing our clients with:

• Quality: We adhere to the highest ethical standards and industry best practices.
• Efficiency: We leverage technology and streamlined processes to deliver timely services.
• Integrity: We maintain confidentiality and transparency in all our engagements.
• Client-Centered Approach: We prioritize your needs and goals in every aspect of our work.

Experience the Difference with Adam Financial, LLP

Contact us today to discuss your unique needs and discover the personalized solutions we offer to help you achieve greater financial success.