Adams Financial Group

 

is a comprehensive tax preparation and financial services company committed to helping our clients improve their immediate and long-term financial success. We offer a wide range of quality tax products and the advice and services from experienced financial professionals in the industry.

Adams Financial Group is firmly committed to providing you with:

 

Expertise:

A team of knowledgeable professionals and support staff work together to maximize the resources available to provide you with strategies to ensure you have the greatest opportunity to grow your financial wealth and work to reduce any IRS tax obligations i.e. debt cancelation (form 1099-C)

 

IRA & 401(k) Rollovers

When you change jobs or retire, there are four things you can do with the money in your employer-sponsored retirement plan:

 

Leave the money where it is

Take the cash(and pay income taxes and perhaps a 10% federal penalty tax if you are younger than 59 ½ )

Transfer the money to another employer plan(if the plan allows)

Roll the money over into an IRA

 

Proven strategies and quality products:

We use a proven, one-on-one process to analyze your unique situation and offer tax preparation service of lasting value to provide you with long-term strategies to meet your needs.

Exceptional service: “Service that excels” is our trademark. We provide consistent, responsive service that’s underscored by the dedication of our staff and our commitment to provide strategies that reflect the best interests of our clients and we are always available to service your needs at your convience by appointment