Adam Pappalardo, CPA, MST.

Adam Pappalardo is a fierce advocate for all the clients of his firm. He focuses on helping people maximize their profits and pay the minimum taxes as allowed by law. He takes personalized service to a higher magnitude than other accountants because he understands that true service involves a working knowledge of a client’s financial status and a rich understanding of a client’s future plans.

As a Certified Public Accountant, Adam knows his numbers and understands the bottom line.  More importantly, he understands that there’s a story behind those numbers.  Those numbers are a product of your dreams.  Your hard work.  They are your future – a business expansion, a retirement home, your child’s college tuition.  He will work with you to make those numbers add up to financial growth and security for you and your business.

“It really doesn’t matter to us,” Adam says, “whether you are a business or an individual taxpayer. We want to trim your tax liability down to the barest minimum the tax code allows. After all – it’s what all savvy people do, from a single tax payer to a Fortune 500 CFO.”

As far as business owners are concerned, Adam has one over-arching goal: to use the extraordinary insights of accounting and financial planning to help make that business more profitable.

Adam takes great personal pride in meeting the various needs of all of his clients. He sees himself – and the aim of his firm – as being an advocate of the people who have put their financial trust in him. “No career,” he says, “requires more trustworthiness and skill than the individual who works among the numbers of your finances. These numbers are the lifeblood of who you are as a money-earning person.”

As an accountant and financial advisor, he provides such service by superb performance in:

• preparing your annual and interim financial statements
• preparing your year-end income tax planning
• assisting with your bookkeeping system, where he specializes in various cost-saving techniques and procedures
• working with you to develop powerful long-term strategies to meet your financial and personal goals. 

Adam has a wealth of wide-ranging experience, both with individuals and with clients in a variety of industries, including construction, manufacturing, insurance, real estate, and professional service companies.