Modern tax preparation for complicated lives.
Your taxes aren’t a template, so we don’t treat them like one. Adaire combines purpose-built software with CPAs who take the time to understand your whole picture, so your return is filed right, by someone who signs their name to it.
Licensed CPAs and enrolled agents Free consultation before any commitment
Good morning, Alex.
- Schwab1099-B · 1099-DIV
- Coinbase, Kraken8949 lots
- PayrollW-2 · 3921 · 3922

Most tax firms still work the way they did twenty years ago. We started Adaire to combine the capabilities of modern technology with the care of human expertise. Your situation deserves both.
Shane Kennedy, CPA, CMAFounding partner, Adaire
Filed right, by people who’ve seen it before.
Our CPAs have spent decades on returns like yours. Here is how we get from a first conversation to a return you can be confident in.
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A free consultation with our CPAs
Book a call and talk through your year: equity, investments, property, business income, anything that makes your return more than a form. No preparation needed on your side.
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We decide together whether it’s a fit
We tell you plainly how we’d handle your situation and what it costs. If it’s a fit, we get to work. If it isn’t, we’ll say so and point you somewhere better.
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Your documents, collected once
Connect your accounts or upload what you have. We gather the rest, tell you exactly what’s still missing, and never ask for the same thing twice.
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We analyze, and our experts review
We use custom software and AI to analyze every document and identify opportunities for you. Our CPAs review line by line, strategize with you, and make sure the return is compliant.
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We file everything for you
You get a plain-language summary of your return, sign electronically, and we file federal and state. Then we stay in touch through the year, not just in April.
For people whose taxes stopped being simple.
Adaire is built for returns with more than one moving part. If any of these describe your year, we should talk.
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InvestmentsBrokerage accounts, dividends, capital gains and losses, wash sales, and K-1s from funds.1099-B · 1099-DIV · K-1
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Business incomeSole proprietors, S corporations, partnerships, and the owners behind them.Schedule C · 1120-S · K-1
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Equity compensationRSUs, ISOs, NSOs, and ESPPs, including the AMT questions that come with them.3921 · 3922 · W-2
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Property in more than one stateRentals, sales, and the nonresident returns that follow you across state lines.Schedule E · nonresident returns
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Digital assetsExchanges, wallets, and staking, with cost basis tracked lot by lot.8949 · Schedule D
And the conversation about what it all means.
The people behind your return.
Small by design. You’ll know who is working on your return, and they’ll know you.
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Shane KennedyCPA, CMA · Founding partnerLeads Adaire’s tax practice. Years spent on returns for founders, operators, and investors, and on the systems that keep them accurate.
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Craig BrentzChief Technology Officer · Founding partnerBuilds the systems behind Adaire. More than a decade designing consumer tax software that is beautiful to use and delivers results for the clients who rely on it.
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Ben YoderOperations · Founding partnerDrives operations across the firm. From first call to filed return, makes sure every document, deadline, and question is tracked and delivered.
Every return is prepared, reviewed, and signed by a licensed CPA or enrolled agent. The rest of us build the tools and keep everything running.
Meet us on a free callPricing
One number, agreed on the first call. Never an hourly surprise, never an invoice you didn’t see coming.
Always included
- Federal return and one state
- A licensed CPA preparing, reviewing, and signing
- Every document collected and reconciled by our software
- Questions answered through the year, not just in April
- Secure portal, e-signature, and e-filing
What moves the number
- Additional states. Nonresident and part-year returns
- Entities. S corporation, partnership, or K-1 heavy years
- Equity events. ISO exercises, large RSU vests, AMT modeling
- Multi-year clean-up. Amended or late returns from before Adaire
Modern tax, human expertise.
A free, thirty-minute conversation about your year. No preparation on your side, no commitment at the end. We’ll tell you what we’d do, what it costs, and whether we’re the right fit.
Licensed CPAs and enrolled agents Quoted in full before any work begins Returns from $1,000