CPA Prepared Personal and Corporate Tax Returns

Tax Planning, Preparation and Filing

Our team of CPAs and tax professionals provide tax planning, preparation and filing services for our clients year round. Through proper tax planning, you receive proactive advice on tax reduction strategies based on income, expenses, individual needs, and goals. We calculate and explain the tax effects of major transactions such as a new home purchase, child birth and more. Our proactive planning philosophy allows you to minimize tax burdens and build a solid foundation of tax reduction strategies that can result in years of tax savings.

Throughout the year, we monitor tax law changes that may affect you, recommend tax savings strategies and tips as well as serve as your advocate in tax matters.

Our team of CPAs and tax professionals prepare and file your personal and corporate tax returns with the highest level of professionalism and service in the industry. We will answer your income tax questions and review and 
e-file your return. Your tax return is prepared so you only pay what you are required to pay and not a penny more.

Based on our partnership with you, we will implement a sound, carefully planned financial strategy to minimize year-to-year tax liabilities and provide the opportunity to maintain your current standard of living throughout retirement.

Have questions? Contact us or call 855-872-8593.

Adagio Capital Advisors is based in Southwest Florida.