Individuals, Trusts & Estates

Navigating Life’s Challenges

We live in a complex world that is increasingly transactional, and it’s hard to know who you can trust. As a firm, we are committed to building trusted relationships with our clients. We also have an established network of trusted advisors. From other financial advisories, legal, and banking fields. This helps us to provide a holistic approach to reaching your personal and financial goals.

Individuals with recent life changes, complicated tax situations or for those who just don’t want the hassle are all highly encouraged to go through a tax professional. Our tax professionals at ADC are always up to date on the latest legislation regarding your income, deductions, and more. Simplify the complex with our tax services and planning options for individuals who want to get the most out of their money.

The Tax Cuts and Jobs Act of 2017 accomplished the first major tax reform since 1986. Within the new law are opportunities and threats that may impact your individual tax situation. Our tax services team will help you understand and strategize your individual tax situation to maximize your tax benefits.

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Our Individual Services

Get Started with Our Individual Services

Contact us through the form below or at (978) 462-6674 with any questions about our services or how to get started!

Get Started with Our Small Business Services
Contact us through the form below or at (978) 462-6674 with any questions about our services or how to get started!
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