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Lori Adam, CPA

408-369-9699                             710 E. McGlincy Lane, Suite 110

Campbell, CA  95008

Fax 408-369-1309
Lori@ladamcpa.com

I am a local CPA with over 20 years experience.  I take pride in providing personalized service.  My clients get partner level expertise at staff pricing.  You work with me exclusively; I do not pass clients on to staff.  I predominately work with small businesses and complex individuals (due to stock options, real estate or other investments). 

10 Ways to Lower Your Taxes presentation to ABA, Nov 2005
 

Services include, yet are not limited to:

General Accounting - Set up, training, troubleshooting and / or analyzing your QuickBooks File.  I am a QuickBooks ProAdvisor.

Tax Planning and Preparation - How to minimize the tax bite between entities, years, situations.  Annual / quarterly compliance filing for Income, Sales, Property, Trust and Gift taxes.

Interim CFO, Controller staffing, special projects, clean ups prior to financial audits and other management  or operational accounting needs on a temporary basis.

Feel free to contact me for more information at 408-369-9699 or lori@ladamcpa.com

To check your Federal Refund status - click HERE

To check your California Refund status - click HERE



To view my photography - either come to the office - or visit my web site: www.ladamphoto.com

NEW ADDRESS
710 E. McGlincy Lane, Suite 110
Campbell, CA  95008


FROM 85 HEADING SOUTH                  FROM 85 HEADING NORTH
Take the BASCOM AVE Exit. (0.4)            Take UNION AVE Exit. (0.3)

Turn LEFT onto S BASCOM AVE. (1.7)     Turn LEFT onto UNION AVE. (1.9)
Turn LEFT onto UNION AVE. (0.3)          Turn LEFT onto E McGLINCY LN. (0.3)
Turn LEFT onto E McGLINCY LN. (0.3)    2nd New Building on left, corner office
                                                               
FROM 880 / CA 17  
HEADING
SOUTH                                  BOTH ONCE ON HAMILTON
Take the HAMILTON AVE Exit                Turn RIGHT onto S BASCOM AVE. (0.5)
Keep LEFT at the fork in the ramp.         Turn Right onto E CAMPBELL AVE. (0.2)
Turn LEFT onto E HAMILTON AVE.        Turn LEFT onto UNION AVE. (0.6)
HEADING NORTH                                 Turn RIGHT onto E McGLINCY LN. (0.3)

Take the HAMILTON AVE Exit.               2nd New Building on left, corner office
Take the middle lane on the off ramp.
Turn RIGHT onto E. HAMILTON AVE.

Personalized small business and tax advisor