Coordinated Financial Confidence

AdaptFirst – Tax and Investments is a holistic financial services company providing financial solutions for individuals and businesses.  AdaptFirst focuses on tax preparation and planning, bookkeeping, financial planning, and investment management.  These areas intertwine with one another, so it is important to consider them collectively. 

With our tax department working together with our financial planning department, clients can have peace of mind their investment and tax plans are coordinated and aligned with their goals. 

As a firm, we are committed to always following the law, always learning and improving, and always adapting to the financial landscape as it changes. 

Our families rely on us to take care of them, and we are committed to take care of ALL of our clients as best we can. 

Meet Our Team

Not Pictured

  • Kristen Trask, CPA

    NC License #33106

    ACCOUNTANT
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  • Janavi Soni

    ACCOUNTANT

  • Karen Cains, MBA, SHRM-CP, PHR

    SR. HUMAN RESOURCES CONSULTANT
    Read Bio

  • Tristen Gadberry

    INVESTMENT ADVISOR REPRESENTATIVE
    Read Bio

  • Bobby Masten

    INVESTMENT ADVISOR REPRESENTATIVE

How we work

1

Introduction

Schedule an introductory meeting with Joe or one of our other team members depending on your particular needs. In some instances, an on- site visit is the optimal way for our team members to assess your needs and provide a quality proposal.

2

OnSite Services

 CFO services, Controller, bookkeeping services are provided in your place of business as much or as little as you require. Human resources training including supervisor training, employee training, assistance in setting up a Drug Free Workplace and other services that are identified in the on site assessment.

3

Convenience

Many of our clients never have to leave their home or place of business to work with their CPA. Call us if you would like to hear how we can serve you best.

Balancing Money, Life & Wealth

Our friendly experts are ready to help