Adele Brady Bolson CPA PS

The firm primarily serves individuals (including IRAs and revocable living trusts), as well as estates, trusts and corporate accounts, and provides a mix of tax and accounting services alongside financial planning and investment advice. As a CPA practice it offers tax return preparation, US taxation for foreign entities and expatriates, estate and trust administration, business consulting, and related financial planning services.

When providing investment advice the firm works with clients to draft a written investment policy statement, emphasizes diversification across equities and fixed income, typically favors direct securities and actively managed mutual funds, and seeks to avoid frequent trading and derivatives. Accounts custodied at Schwab Institutional may be managed on a discretionary basis, accounts are monitored on an ongoing basis with at least annual reviews, and the firm operates as a fee-only adviser that does not accept commissions or referral fees.

Distinctive features include its primary identity as an accounting firm — roughly eighty-five percent of firm time is devoted to accounting and tax work while only a minority is spent on investment advising — and its affiliation with a separate adviser entity formed in 2013 to handle investment clients, to which advisory relationships were transitioned. The firm’s principal focuses overwhelmingly on the accounting business and the firm reported no investment clients and zero assets under management as of December 31, 2025, which differentiates it from many independent advisory practices.