Adi & Associates Inc. CPA

Beyond a tax and bookkeeping core, the practice takes on work that sits at the start of a business's life: formation, business plans and SBA loan applications. Tax work covers preparation and planning as well as representation in audits, and the bookkeeping side extends to account reconciliation, financial statement preparation and regular reporting. Advisory engagements are described as business valuation, financial planning and risk management, aimed at strategic decisions rather than compliance alone. The firm describes its clients as both individuals and businesses.