We are extremely excited to inform you that Joe Wright, CPA has merged with AdaptFirst Investments, a holistic financial planning firm!
Charles Freeman, President of AdaptFirst, joined Joe, Debbie, and Sandra three years ago with the goal of expanding his tax knowledge. He obtained his Enrolled Agent tax designation with the IRS and assisted in tax preparation and tax planning for our clients. And recently, an opportunity came about in the last seven months with Charles and AdaptFirst to deepen that relationship, integrate services, and create additional resources for our clients. The integration of services between the two firms has been so successful, we wanted to bring everything under one roof for the convenience of our clients.
There will be no disruptions to our services due to the change. Joe, Debbie, Sandra, and the rest of our staff will continue to help you with tax preparation and bookkeeping. Our new department, led by Charles, will be a resource for investment management and comprehensive financial planning.
Our new name is AdaptFirst Tax & Investments, and the name change symbolizes our intention to broaden our business platform and deliver more value to our customers. Specifically, the coordination of services will give you assurance that you’re on the right track in achieving your financial goals.
Please let us know if you have any questions, and we appreciate your trust and confidence as a resource for you and your family!
