Adam Financial

Adam Financial, LLP is a full-service public accounting firm located in Newport, Rhode Island. Since 2005, we have been providing tax preparation and business consulting services throughout southern New England. Our firm is led by Jeffrey Adam, a Certified Public Accountant with over 30 years of financial and operational experience. We pride ourselves on offering timely, cost-effective, creative, and innovative solutions for a challenging and ever-changing business environment. With our expertise and personal service, we can assist with a wide range of services including tax planning, consulting, client accounting, and financial statements.

Our Services

We offer a variety of services designed to meet the unique needs of our clients. Our tax services include tax planning, preparation, and compliance for individuals and businesses. Our consulting services help clients navigate complex business decisions, from entity structuring to succession planning. Additionally, we provide client accounting services such as bill pay, financial reporting, and budgeting. Our team is dedicated to helping clients achieve their financial goals.

Tax Services

Our comprehensive tax services are tailored to address the specific needs of each client. We focus on tax planning to ensure compliance with existing regulations while taking advantage of available tax opportunities. Our services include tax planning for individuals and businesses, trusts and estates, estate planning, private foundations, and multi-state taxation. We also provide assistance with foreign subsidiary taxation and international tax planning.

Consulting Services

Our consulting services are designed to support clients through strategic planning, entity structuring, and succession planning. We work closely with clients to understand their goals and develop personalized solutions. Our expertise in consulting includes fiduciary services, client accounting services, and the coordination of professional services such as legal and investment management.

Client Accounting Services

Our client accounting services include bill pay, financial reporting, and budgeting. We utilize state-of-the-art software and hardware to ensure efficiency and effectiveness in our work. All returns are electronically filed on a secure platform, and we offer the option of filing extensions when necessary to help clients.

Financial Statements

We prepare comprehensive financial statements that provide a clear picture of a client's financial situation. Our financial statements are tailored to meet the specific needs of each client and are prepared with the highest level of professionalism and accuracy.