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AdaptFirst Tax and Investments Employee Directory

AccountingNorth Carolina, United States11-50 Employees

AdaptFirst Tax and Investments is a holistic financial services firm that integrates tax planning and preparation, bookkeeping, investment management, and financial planning for families and businesses. By coordinating these interconnected services under one roof, the firm aims to ensure consistency between tax and investment strategies, supporting a more efficient approach to building long-term wealth. The company serves clients in the accounting and financial planning space, addressing the typical fragmentation that can occur when advisory services operate in silos. Based in Kernersville, North Carolina, the firm positions itself within the broader financial services industry by offering an integrated solution that aligns tax and investment outcomes for its clients.

Find AdaptFirst Tax and Investments employees' phone numbers or email addresses

AdaptFirst Tax and Investments Global Highlights

Location
Employees

North America
18

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  • United States Of America
    18

Africa
1

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  • South Africa
    1

Asia
1

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  • India
    1

AdaptFirst Tax and Investments's Leadership

  • Stylized image of a person
    B. S.
    Tax Preparer
    Phone icon
    Mobile Phone

AdaptFirst Tax and Investments Employee Metrics

100%
50%
0%
2026
2025
  • Accounting
  • Business
  • Banking
  • Community & Social Services
  • Administrative
  • Other
  • Analytics

Contact profiles from AdaptFirst Tax and Investments

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    B. S.
    Tax Preparer
    Phone icon
    Mobile Phone
    Aug 06, 2026

Frequently Asked Questions

What is AdaptFirst Tax and Investments known for?

Minus sign iconPlus sign iconAdaptFirst Tax and Investments was founded in 2017 operates in the Accounting industry. Explore AdaptFirst Tax and Investments's company overview page for more information.

What is AdaptFirst Tax and Investments's most common email format?

Minus sign iconPlus sign iconAdaptFirst Tax and Investments employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more AdaptFirst Tax and Investments email formats with LeadIQ.

How many employees does AdaptFirst Tax and Investments have currently?

Minus sign iconPlus sign iconAdaptFirst Tax and Investments has approximately 16 employees as of August 2026. These team members are located across 3 continents, including North AmericaAfricaAsia.

Who are AdaptFirst Tax and Investments's key employees and leadership?

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As of August 2026, AdaptFirst Tax and Investments's key employees include:

  • Tax Preparer: B. S.

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