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Our Team | Adap Tax Financial, Inc. He holds the coveted CERTIFIED FINANCIAL PLANNER (TM) or CFP® certification and is an IRS Enrolled Agent He is a graduate of the University at Albany and the Haas School of Business at U C Berkeley where he studied finance and accounting
Gregory Crofton | Financial Advisor in Pleasanton, CA Gregory Crofton is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association, serving clients at Adap Tax Financial, Inc in Pleasanton, CA and the surrounding communities
Meet Gregory Crofton, CFP®,. . . - Prospanica Silicon Valley Gregory is the principal owner and operator of Adap Tax Financial, Inc , a tax services and wealth management firm based in Pleasanton, CA He is a Certified Financial PlannerTM professional and an IRS Enrolled Agent
Adap Tax Financial Inc - Pleasanton CA Tax Firm Whether you are an individual or a local business in or around Pleasanton CA, Gregory Crofton has years of valuable experience as an IRS registered tax preparer Contact Gregory Crofton, tax filing specialist in Pleasanton CA, for help with your taxes
Gregory Crofton | NAPFA He founded Adap Tax Financial with the aim of offering a full-service personal financial planning, investment and tax services He and his team serve technology professionals with employer stock positions, financial and real property investors and small business owners
Welcome | Adap Tax Financial, Inc. We are Certified Public Accountants, Enrolled Agents, and Certified Financial Planner TM professionals We operate as fiduciaries, meaning our advice is always provided in your best interest, and we are fee-only planners who are not paid any commission or receive any compensation from any third-party Our only compensation comes directly from you