// PROACTIVE CPA ADVISORY
Proactive tax
strategy forhigh-net-worth individuals.
More than tax preparation. We help you keep more of what you earn through year-round, forward-looking strategy.
// CLIENT TESTIMONIALS
After having gone through 2 previous accountants who were impossible to get a hold of and felt out of date on all the new tax laws, being recommended to Adam was a refreshing change. The difference has been night and day. He is always accessible and really knowledgeable on the new tax laws, forming LLC's and S Corps as well as setting up and guiding me through retirement planning with my advisor.
Ross Keit
Business Owner
// THE DIFFERENCE
Most firms file your taxes. We build your strategy.
Adam Lerner Tax and Accounting Solutions LLC is built for clients who want more than a once-a-year tax preparer. We provide ongoing, proactive guidance designed to reduce tax liability, protect wealth, and support smart long-term decisions.
// BY THE NUMBERS
A practice built on outcomes.
// WHO WE SERVE
Built for sophisticated clients.
High-Net-Worth Individuals
Strategic tax planning that protects and grows personal wealth across years, not just one filing.
Multiple year projections, entity optimization, integrated wealth planning. We work with executives, founders, and families with complex compensation and investment portfolios.
Learn more →Closely Held Businesses
Owner-aligned tax and financial strategy for businesses where the financial statement, taxes, and family wealth are deeply connected.
Entity structure, owner compensation strategy, succession planning. For businesses where the owner's personal and business finances are inseparable.
Learn more →Family Offices
Coordinated tax, compliance, and wealth oversight for sophisticated multi-entity, multi-generational structures.
Consolidated reporting, multi-entity tax coordination, advisor team integration. For families managing significant wealth across generations and entities.
Learn more →// WHAT WE DO
A full suite, coordinated under one roof.
// HOW IT WORKS
From first call to year-round partner.
Introductory Call
A no obligation conversation about your situation, goals, and where strategy could help.
Discovery & Plan
We review your current setup and build a customized tax and financial strategy.
Implementation
We execute the plan — filings, restructuring, optimization — with you in the loop at every step.
Year-Round Partnership
Ongoing communication, proactive recommendations, and direct access to Adam.
// THE EXPERIENCE
A different kind of CPA relationship.
We work with a small, deliberate book of clients so each one gets the attention their finances deserve.
- Direct access to Adam — not a junior associate
- Year round proactive communication
- Plain English explanations of every recommendation
- Coordinated tax, accounting, and wealth strategy
- Discreet, confidential, relationship driven service
// GET STARTED
Let's start a conversation.
Book a no obligation introductory meeting to see if we're the right fit.
Request an Introductory Meeting →