Tax Preparation & Planning

Preparing your own return is risky and time consuming. Let our trusted staff prepare your return to ensure you minimize ...

INDUSTRIES WE SERVE

• Manufacturing
• Construction
• Homeowners
• Hotels
• Non-Profit...
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Cash Flow & Budgeting

Whether you are wealthy or in financial hardship, our team will develop a comprehensive plan to manage cash flow, develop budgets and provide...

IRS Payment Plan

If you don't qualify for the IRS Offer In Compromise program, a Payment Plan may be the way to resolve your problem. Setting up a payment plan...

Financial Exploitation

Vulnerable individuals who cannot manage their own finances are often at risk for financial exploitation by a caregiver, friend, relative or even...

Fraud Awareness Training

Employee theft is a major concern for employers. One of the best ways to prevent fraud and theft is through awareness training. Adagio Chartered...