Adam Guernsey, CPA, Manager, is a member of the firm’s tax team and concentrates his practice on accounting and tax services to individuals, trusts, partnerships and business clients. He works closely on:

‎ ‎ ‎ ‎⦁‎ ‎ ‎ ‎Preparing and filing complex tax returns on behalf of clients
‎ ‎ ‎ ‎⦁‎ ‎ ‎ ‎Compiling supporting financial statements and documents
‎ ‎ ‎ ‎⦁‎ ‎ ‎ ‎Preparing tax provisions schedules, returns, payments, and reports
‎ ‎ ‎ ‎⦁‎ ‎ ‎ ‎Finding tax solutions to complicated tax issues or errors from incorrect tax filings
‎ ‎ ‎ ‎⦁‎ ‎ ‎ ‎Providing assistance with federal and state tax notices
‎ ‎ ‎ ‎⦁‎ ‎ ‎ ‎Making sure that clients comply with federal, state and local tax regulations
‎ ‎ ‎ ‎⦁‎ ‎ ‎ ‎Accurately prepare quarterly and annual tax reports
‎ ‎ ‎ ‎⦁‎ ‎ ‎ ‎Reviewing returns prepared by interns and staff accountants
‎ ‎ ‎ ‎⦁‎ ‎ ‎ ‎Performing tax research, staying up to date on changes
‎ ‎ ‎ ‎⦁‎ ‎ ‎ ‎Serving as a coach in the RitzHolman Coaching Program