Philosophy & history

At Adele Brady Bolson CPA PS, our mission is to help our clients identify and achieve their personal economic goals. We maintain high levels of professional competence, provide our services in a timely manner, and charge fair fees.

Many people think primarily of taxes when considering the services of a certified public accountant, and tax return preparation is a major core of our work. In addition to income tax preparation, we provide several other services to assist you.

For our business clients, we review or compile financial statements, consult on a wide variety of business issues, assist with recordkeeping, and assist new companies with a wide variety of start-up issues.

We provide investment management and financial planning and have been especially gratified that since becoming a registered investment adviser in 2000, many of our clients have entrusted us with managing their money. We now manage over $12 million in assets.

As the years pass, more of our clients have needs for estate planning, trust administration, and estate administration. We have experience and knowledge in the complete estate administration process, including preparation of federal estate tax returns, state inheritance tax returns, and estate income tax returns. 

Our firm was founded in 1979 by Adele Brady Bolson, CPA. It has grown from being a sole practitioner to having a staff of four.  Amanda Chang, CPA, joined our firm in 2001, and became a shareholder in 2008.  Our team now includes Adele Bolson, CPA, Amanda Chang, CPA, Nick Stewart, CPA candidate, and Alisa Dodd, Office Administrator. Over the years, our firm has assisted thousands of clients with the financial needs.

We’re very good at what we do. As importantly, we truly care about our clients, operating with our clients’ best interests as our only concern.

Please contact us for more information.