FAQ
Do you meet with clients in person?
We’re a 100% virtual firm serving clients across the U.S. All meetings are held securely via phone or Zoom for your convenience.
What types of clients do you work with?
We specialize in helping small business owners, retirees, and professionals who need integrated tax, investment, and financial planning support.
Can you help with IRS issues or tax problems?
Yes — we provide tax resolution services including back taxes, IRS transcripts, payment plans, and audit defense.
Do you offer Social Security or Medicare planning?
Absolutely. We provide Social Security timing strategies and Medicare enrollment guidance as part of your financial plan.
What makes Adair Advisory Group different?
We focus on your life first — not just your money. Our goal is to help you gain clarity, confidence, and control over your financial future.
Do you offer one-time financial plans or ongoing support?
We offer both — one-time strategy sessions and ongoing financial planning, depending on your goals and needs.
How do I get started working with you?
We use secure, easy-to-use platforms like eMoney, TaxDome, AdviceWorks, MS Teams and Zoom to keep you informed and organized.
Can you help me if I already have a CPA or advisor?
Yes. Many of our clients come to us when they need deeper strategy or a second opinion — we collaborate or offer a fresh perspective.
Do you only work with clients in Florida?
No — we’re a 100% virtual firm working with clients nationwide. Location is never a barrier to great advice.
Do you work with both individuals and businesses?
Yes — we help individuals with personal tax and financial planning, and we work with business owners on tax, cash flow, and long-term growth strategies.
Can you help if I’m behind on filing my taxes?
Absolutely. We assist clients in catching up on unfiled returns, resolving IRS notices, and setting up payment arrangements when needed.
Still have questions?
Schedule a 15-minute call to learn more about how we can help.