Tax and Advisory Services for Professional Practitioners

You are extremely smart but too busy running your practice to manage your tax planning too. We service many professional clients and understand your complicated lives. Do you have a tax plan and other strategies in place that supports your goals of providing for your children’s college funds? Funding your retirement program? Planning your charitable giving? Tax strategies cover many areas of taxation — income, real estate, corporate. We have saved our clients money and time for more than 20 years. Even when they do retire and move away, they still remain our clients (long distance!). We like to think it’s our sparkling charm that keeps them loyal. But, really, it’s the quality of the work.

Related Media

‘New Law Imposes Immediate Estate Basis and Reporting Requirements’ –Journal of Accountancy

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Professionals at Adeptus who Specialize
in Tax and Advisory Services for Professional Practitioners

Mike Hoffman

Senior Partner, CPA

Larry Gitlitz

Senior Partner, CPA

Anthony L. Giorgio

Managing Principal, CPA - MD

Rick Packo

Partner, CPA


Adeptus Partners LLC