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Adams CPA Services

Adams CPA Services

Reviews Summary

The consensus highlights exceptional service, with consistent praise for professionalism, thoroughness, and deep tax expertise. Clients appreciate the clear communication, proactive advice, and personalized attention, which often leads to significant savings and stress-free experiences. Many note long-term satisfaction, citing improved financial planning and regret not switching sooner. The friendly, patient, and detail-oriented approach earns strong recommendations, with repeated mentions of trustworthiness and going above expectations.

About This Listing

Accounting
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Real Estate
QuickBooks

Who Can Work with a CPA?

Individuals seeking tax prep, retirement planning, or financial advice
Small business owners needing bookkeeping, payroll, or tax compliance
Freelancers and contractors with 1099 income or complex returns
Couples planning finances together or managing joint returns
Investors with capital gains or rental property income
Anyone looking for year-round financial guidance and peace of mind

*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*

First-Time Clients

If this is your first time working with a CPA, don’t worry — most professionals offer a free consultation and will walk you through what to expect. You may be asked to complete an intake form, share financial documents, or set clear goals for your session.

What to Know Upfront:

Documentation Bring your most recent tax returns, income details, and any financial concerns
Availability Appointments fill up quickly during tax season — book early if possible

*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*

What to Bring

Government-issued ID for verification
Tax documents (W-2s, 1099s, investment summaries, etc.)
Receipts or logs for deductible expenses, donations, or mileage

*Tip: Organize your documents in advance to save time and ensure accuracy.*

Preparing for Your Appointment

Write down any financial goals or questions in advance
Check if your CPA offers virtual sessions or document uploads
Bring a notebook or use a notes app for key takeaways
Know your deadlines for filing, payments, or compliance

*Note: Preparation helps you make the most of your CPA’s expertise.*

How to Get Started

Use our directory to find highly reviewed CPAs near you. Reach out directly to schedule your consultation.

Other Helpful Info

Many CPAs offer both in-person and remote consultations
Fees may be flat-rate, hourly, or based on service complexity
Some CPAs specialize in industries like healthcare, real estate, or tech
Check for client reviews and credentials (CPA license, EA, etc.)

*Note: Every CPA is different — take time to find one who fits your goals and style.*

Features

Accounting
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Real Estate
QuickBooks

Contact Information

Address

45 Eastman St Suite 1

South Easton, Massachusetts 02375

Visit Website Call Now Get Directions

Hours

Monday 9AM-5PM
Tuesday 9AM-5PM
Wednesday 9AM-5PM
Thursday 9AM-5PM
Friday 9AM-5PM
Saturday Closed
Sunday Closed

Customer Reviews

David has been preparing my personal tax returns for 3 years and I couldn't be more pleased with his help. He is extremely professional, efficient, and knowledgeable. His communication and courtesy in handling my returns, questions, or concerns is a great asset and comfort. You can tell he not only cares a great deal about what he does but whom he works with as well. If there were more available stars in this review, I would be giving them. And I would recommend him in a heartbeat~

Dave was swell to work with on the task of filing an Estate tax after my father passed away. He communicated clearly all the information he needed to complete the task. He gave a good estimate of the costs and time it would take, and was helpful in looking for ways to reduce them. He was friendly, prompt, clear, and thorough. In the end, I saved quite a lot of money through advice he gave us.

I have been using Dave at Adams CPA Services for my business taxation services since 2012. Dave is great with tax planning and is very knowledgeable with the rules and regulations, which has helped make my tax liabilities lower than other accountants that I had used prior, who did not offer the same input that I get each year from Dave. I also work with Dave in my retirement planning through my business, where with his help I am confident that I am securely set up for the future. Dave is very proactive an

I engaged Dave to create a custom tailored categorization of my income and both business and personal expenses, for my individual review and for my tax preparation purposes. Dave exceeded my expectations, in the product he delivered, in his ability to explain it and help me refine it to my satisfaction, so much so that I have engaged him to help me on a quarterly basis! He has made my life so much easier, and now I can stay on top of my financial health, and ahead of my tax responsibilities. I cannot recomm

We used Adams CPA for the first time this year and the experience couldn't have been better! Dave Adams was incredibly attentive to all of the details, working with us to determine the best strategy for our somewhat complicated tax filings and advising us on how to improve our tax situation in the future. He was knowledgeable, thorough, and personable to work with. I was so impressed with how invested he was in getting us the best outcome for our returns. Once he was finished, he went through it all of the

Dave is absolutely fantastic. We filed with him last year,? he made the whole process stress free. He was super easy to work with and very informative. I asked a lot of questions and he was timely with responding and I never felt that I was bothering him. We wouldn't go with anyone else.

I was referred to David Adams of Adams CPA Services because I needed the help of an accountant to file the taxes on my brother's estate for last year. Mr. Adams was professional, kind and courteous as well as friendly and extremely helpful. He put me at ease from the start and took the time to explain each step and answer any questions I had. After my brother's taxes were filed, I then made an appointment to have my own taxes done for the following tax season. When my appointment came up I was feeling a bi

We engaged with David for our 2018 tax return services. David was knowledgeable and provided a diverse understanding of various financial matters. We felt as though David was patient, thorough and communicated with us throughout the process. We look forward to having David assist us with future services.

David became our CPA in 2017. He is very knowledgeable and we enjoy working with him. Have recommended him to several friends who are happy with him as well. Looking for a new CPA - give him a try.

This is my family's first year using Adam's CPA. We previously had an experience with a different firm we used for the last several years. After dealing with Adams CPA this year, I regret not using him sooner. The difference was like night and day. Adams CPA thought of deductions and angles that our prior firm never ever suggested. We saved hundred of dollars and have a much better understanding of our tax returns. Anyone looking for an honest and thorough examination of their taxes will be well served by

Dave is a friendly, honest and hard working professional. I?ve used his services for over 5 years and can say he?s both thorough and efficient. Thanks for making tax season a breeze.

Hands Down Dave is an amazing CPA. Hi attention to detail and his follow up are the reasons that I refer my clients to him. Thanks Dave and Team!!!

Dave is very knowledgeable and offered outstanding customer service. I highly recommend his service.

Just seems to be a very generous and good person

Frequently Asked Questions

What qualifications should I look for in a CPA?

Look for a Certified Public Accountant (CPA) license, which ensures they’ve passed rigorous exams and meet state requirements. Check for relevant experience in your industry, additional certifications like CFA or CMA, and membership in professional organizations like the AICPA. Verify their credentials through state licensing boards.

How do I find a CPA in my area?

Use online directories like the AICPA, CPAverify, or state CPA societies. Search platforms like Yelp or Google for local CPAs with reviews. Ask for referrals from business associates, friends, or financial advisors. Local chambers of commerce can also provide recommendations.

What’s the difference between a CPA and an accountant?

A CPA is a licensed professional who has passed the CPA exam and met state requirements for education and experience. An accountant may lack this certification and could have varying levels of expertise. For complex tasks like tax audits or financial reporting, a CPA is typically more qualified.

How do I know if a CPA specializes in my needs?

Ask about their experience with your specific financial needs, such as tax preparation, small business accounting, or estate planning. Review their website or LinkedIn for case studies or client testimonials. Inquire about their client base to ensure they handle similar financial situations.

Should I check a CPA’s reviews before hiring?

Yes, reviews provide insight into a CPA’s reliability, communication, and performance. Check platforms like Google, Yelp, or the Better Business Bureau for client feedback. Look for patterns in reviews, but verify their authenticity, as some may be biased or outdated.

How can I verify a CPA’s license?

Visit your state’s Board of Accountancy website or use CPAverify.org to check a CPA’s license status. Confirm their license is active and check for any disciplinary actions or complaints. This ensures they’re in good standing and meet professional standards.

What questions should I ask during a CPA consultation?

Ask about their experience with your financial needs, fee structure, availability, and communication style. Inquire how they handle tax filings, audits, or financial planning. Ask for references or examples of similar work to assess their expertise and fit.

How much should I expect to pay for a CPA’s services?

Fees vary based on location, services, and complexity. Basic tax preparation may cost $150-$500, while business accounting or audits can range from $1,000 to $10,000+. Request a detailed fee structure upfront and compare quotes from multiple CPAs.

Can I work with a CPA remotely?

Yes, many CPAs offer remote services through secure online platforms for document sharing and virtual consultations. Ensure they use encrypted tools for data security. Remote CPAs can be effective if they understand your local tax laws or business regulations.

How do I assess a CPA’s communication skills?

During consultations, evaluate their ability to explain complex financial concepts clearly. Ask sample questions about taxes or financial strategies and note their responsiveness and clarity. Good communication ensures you understand their advice and fosters a productive relationship.

What red flags should I watch for when screening a CPA?

Beware of CPAs who guarantee specific tax refunds, lack a valid license, or have disciplinary actions on record. Avoid those with poor communication, vague fee structures, or negative reviews highlighting unethical behavior. Always verify their credentials independently.

Should I choose a CPA from a large firm or a solo practitioner?

Large firms offer more resources and specialized teams but may charge higher fees. Solo practitioners often provide personalized service and lower costs but may have limited availability. Choose based on your needs, budget, and preference for personalized attention.

How often should I meet with my CPA?

For individuals, annual meetings for tax preparation may suffice. Businesses may need quarterly or monthly check-ins for bookkeeping, tax planning, or financial reporting. Discuss your needs upfront to establish a meeting schedule that aligns with your financial goals.

Can a CPA help with both personal and business finances?

Yes, many CPAs handle both, but confirm their expertise in both areas. Ask about their experience managing personal taxes and business accounting simultaneously. Ensure they can balance both without compromising attention to your specific financial needs.

What should I do if I’m not satisfied with my CPA?

Discuss concerns directly with your CPA to resolve issues. If unresolved, check your contract for termination terms. Seek a new CPA by researching reviews, credentials, and referrals. Request your financial records to ensure a smooth transition to a new professional.

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