Adap Tax Financial, Inc.

Adap Tax Financial, Inc. provides financial planning, discretionary investment management, tax preparation, and tax representation to individuals, families, trusts, estates, corporations, non‑profit organizations and other business entities. The firm offers both one‑time and ongoing planning engagements and manages client accounts on discretionary and non‑discretionary bases.

The firm emphasizes a passive, asset‑allocation approach built around low‑cost index mutual funds and exchange‑traded funds and uses fundamental analysis to inform security selection. For clients with concentrated equity positions, ATFI routinely employs options strategies such as covered calls and collars and tailors investment decisions with attention to tax consequences because tax services are offered in‑house.

ATFI operates as a solo practice with Gregory Crofton as the sole shareholder and principal responsible for client reviews and compliance, a structure that differs from many peers. The firm also maintains tax credentials (Enrolled Agent/CPA resources), periodically offers educational seminars, workshops and written materials, and integrates tax preparation and representation with its advisory services.