Adept: Stress-Free Tax Preparation & Filing

At Adept: Accounting Principles and Solutions, LLC we’re more than just tax preparers—we’re accountants dedicated to your financial growth and peace of mind. Filing taxes can feel overwhelming, but with us, it doesn’t have to. Our expertise extends beyond numbers on a form; we focus on providing depth, clarity, and tailored solutions for your unique financial situation.

Our standard tax preparation fee starts at $275, with additional services available to meet your specific needs. Please take a moment to review our Tax Preparation Pricing Policy below for detailed information on available add-ons and pricing. It’s important to us that you understand the value of our services before we get started.

How to Get Started

To streamline the process, we’ve created a simple form below to kick off your tax preparation and filing. The form requires:

  • First and Last Name

  • Email Address

  • Phone Number (optional, but helpful for faster communication)

  • Additional Details (use this space to tell us about your situation, goals, or questions).

Providing your phone number allows us to connect with you quickly, ensuring a smooth process from the very beginning. However, email works just as effectively for keeping you informed every step of the way.

Why Choose Adept?

When you work with us, you’re not just hiring someone to file your taxes—you’re partnering with a trusted accounting professional who understands your financial goals. We provide more than surface-level assistance; we offer in-depth financial guidance, insights, and solutions that extend far beyond tax season.

If you have additional questions, concerns, or financial topics you'd like to discuss, feel free to include them in the form’s “Additional Details” box. Whether it’s tax planning, business accounting, or personal financial advice, we’re here to support you in achieving your financial serenity.

*Click here for Tax Preparation Pricing Policy

*Click here for Confidentiality Agreement Preview

FAQ’s & Responses

General Tax Services
Q: What tax preparation services does Adept offer?
A: Adept provides comprehensive tax preparation services starting at $275, tailored for both individuals and businesses. Our services include:

  • Personal and business tax return preparation

  • Tax planning and advisory

  • Financial organization support

  • Investment consideration guidance

Q: What information do I need to provide for tax preparation?
A: To begin our tax preparation process, we require:

  • Basic information (name, email, phone number optional)

  • Relevant tax documents (W-2s, 1099s, etc.)

  • Signed Confidentiality Agreement

  • Acceptance of Tax Preparation Pricing Policy

Pricing and Policies
Q: How is tax preparation pricing determined?
A: Our tax preparation services start at $275, with final pricing based on:

  • Complexity of tax situation

  • Type of return (personal or business)

  • Additional services required

  • Documentation volume. We maintain full transparency in our pricing structure and discuss all fees upfront.

Process and Timeline
Q: What is your tax preparation process?
A: Our structured approach includes:

  1. Initial consultation to understand your needs

  2. Document collection and review

  3. Preparation and analysis

  4. Quality review

  5. Client review and approval

  6. Filing and follow-up support

Service Guarantees and Support
Q: What ongoing support do you provide?

A: As part of our commitment to Business Serenity, we offer:

  • Year-round tax planning support

  • Access to our network of financial professionals

  • Regular updates on tax law changes

  • Secure document storage and handling