// ABOUT THE FIRM
A CPA practice built on planning — not just filing.
Adam Lerner CPA was founded on a simple premise: sophisticated clients deserve a tax advisor who thinks ahead, not one who shows up in March.
// THE FOUNDER
Adam Lerner, CPA
Adam founded Adam Lerner Tax and Accounting Solutions LLC to fill a gap he kept seeing in the industry: high-earning individuals and business owners were paying for tax preparation, but no one was actually planning for them. With deep experience in tax strategy, compliance, and advisory work for sophisticated clients, Adam built the firm to deliver something different — a true year-round partnership focused on outcomes, not just filings.
Adam's career spans the full spectrum of accounting work. He began at a small firm handling everything from bookkeeping, payroll, sales tax, IRS notices, and tax preparation allowing him to develop the fundamentals that most advisors who started at larger firms never get. From there, he moved into a more specialized role at a mid-sized firm, where he worked within the family office division serving ultra high-net-worth families and managing their complex needs.
He also worked closely with startup technology companies, helping founders navigate cash flow management, equity compensation, and the significant tax implications of a company exit. Throughout his career Adam has advised hundreds of businesses across a variety of industries and hundreds of individuals on all of their tax, accounting, and financial needs.
That breadth of knowledge is what sets Adam Lerner Tax and Accounting Solutions apart. Whether you're a founder, a business owner, or a high-income individual, you're working with someone who has seen it all — and planned for it.
// HOW WE WORK
Three principles that guide everything we do.
Proactive, not reactive.
We work with you year-round so tax season is the easy part — not a scramble.
Strategy before forms.
Every filing is the output of a plan. We start with the plan.
Discreet and personal.
Your situation isn't a template. Our advice isn't either.
// THE FIT
Who we work with.
Our clients are typically owners of closely held businesses, high-net-worth individuals, and families with multi-entity structures. They're successful, they're busy, and they want a CPA who actually picks up the phone.
// A TYPICAL CLIENT ASKS
"Am I paying more in taxes than I need to?"
"Is my business structure actually optimized?"
"How do I coordinate planning across my entities?"
"Can I talk to my CPA anytime — not just in March?"
// 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 →