Tax Preparation · Financial Strategy
Your money
deserves a strategy,
not just a filing.
AD Financial Services goes beyond tax season.
We help individuals and business owners understand their numbers, protect their income, and build a financial foundation that supports growth all year long.
Tax Preparation · Financial Strategy
Your money
deserves a strategy,
not just a filing.
AD Financial Services goes beyond tax season. We help individuals and business owners understand their numbers, protect their income, and build a financial foundation that supports growth all year long.
Financial services
built around your goals.
Whether you are an individual looking to maximize your return or a business owner building wealth, we are you trusted partner in financial success.
Financial services
built around your goals.
Whether you are an individual looking to maximize your return or a business owner building wealth, we are you trusted partner in financial success.
WHAT WE OFFER
Financial services
built around your goals.
Whether you are an individual looking to maximize your return or a business owner building for scale AD Financial has a service built for where you are and where you are going.
Individual Tax Preparation
Accurate, thorough, and stress-free tax filing for individuals. We make sure every deduction is found and every dollar is accounted for.
Federal and state return preparation
Deduction maximization review
Prior year amendment support
E-filing with status tracking
Business Tax Preparation
Comprehensive tax preparation for LLCs, S-Corps, sole proprietors, and partnerships. We understand the complexity of business taxes and make sure you are protected.
Business entity tax returns
Quarterly estimated tax planning
Business deduction strategy
Multi-state filing support
Tax Planning & Strategy
Stop reacting to your taxes and start planning for them. We build a year-round tax strategy that reduces your liability and positions you for growth.
Annual tax reduction planning
Business structure optimization
Investment tax strategy
Quarterly check-ins
Bookkeeping Services
Clean books every month so you always know exactly where your business stands. Never go into tax season unprepared again.
Monthly bank reconciliation
Profit and loss statements
Expense categorization
Financial reporting
Financial Consulting
Strategic financial guidance for business owners who want more than numbers they want a plan. Cash flow, budgeting, and growth financial strategy.
Cash flow analysis and planning
Budget creation and tracking
Growth financial modeling
One-on-one strategy sessions
IRS Representation
Facing an IRS notice, audit, or issue? We represent you professionally and work to resolve the situation with the least amount of stress and cost possible.
IRS notice response and review
Audit support and representation
Payment plan negotiation
Penalty abatement requests
WHAT WE OFFER
Financial services
built around your goals.
Whether you are an individual looking to maximize your return or a business owner building for scale AD Financial has a service built for where you are and where you are going.
Individual Tax Preparation
Accurate, thorough, and stress-free tax filing for individuals. We make sure every deduction is found and every dollar is accounted for.
Federal and state return preparation
Deduction maximization review
Prior year amendment support
E-filing with status tracking
Business Tax Preparation
Comprehensive tax preparation for LLCs, S-Corps, sole proprietors, and partnerships. We understand the complexity of business taxes and make sure you are protected.
Business entity tax returns
Quarterly estimated tax planning
Business deduction strategy
Multi-state filing support
Tax Planning & Strategy
Stop reacting to your taxes and start planning for them. We build a year-round tax strategy that reduces your liability and positions you for growth.
Annual tax reduction planning
Business structure optimization
Investment tax strategy
Quarterly check-ins
Bookkeeping Services
Clean books every month so you always know exactly where your business stands. Never go into tax season unprepared again.
Monthly bank reconciliation
Profit and loss statements
Expense categorization
Financial reporting
Financial Consulting
Strategic financial guidance for business owners who want more than numbers they want a plan. Cash flow, budgeting, and growth financial strategy.
Cash flow analysis and planning
Budget creation and tracking
Growth financial modeling
One-on-one strategy sessions
IRS Representation
Facing an IRS notice, audit, or issue? We represent you professionally and work to resolve the situation with the least amount of stress and cost possible.
IRS notice response and review
Audit support and representation
Payment plan negotiation
Penalty abatement requests
Why AD Financial Services
We see more than
your tax return.
We understand your business
Founded by a multi-business entrepreneur, AD Financial understands the financial complexity of running a business at every level not just at tax time.
We protect what you build
We do not just file your taxes. We make sure you are structured correctly, protected legally, and paying only what you legally owe nothing more.
We are here all year
Tax season is four months. Your business runs twelve. We are available year-round for questions, planning, and support not just when April approaches.
"Most people come to us after a bad tax season. The best clients come to us before one."
— Amber Murphy, AD Financial Services
100%
Accuracy Guarantee
12mo
Year-round support
All
Business types served
Fast
48hr response time
Why AD Financial Services
We see more than
your tax return.
We understand your business
Founded by a multi-business entrepreneur, AD Financial understands the financial complexity of running a business at every level not just at tax time.
We protect what you build
We do not just file your taxes. We make sure you are structured correctly, protected legally, and paying only what you legally owe nothing more.
We are here all year
Tax season is four months. Your business runs twelve. We are available year-round for questions, planning, and support not just when April approaches.
"Most people come to us after a bad tax season. The best clients come to us before one."
— Amber Murphy, AD Financial Services
100%
Accuracy Guarantee
12mo
Year-round support
All
Business types served
Fast
48hr response time
HOW IT WORKS
Simple. Clear.
Stress-free.
1. Book a Consultation
Schedule a free 20-minute call. We learn about your situation and recommend the right service for where you are.
2. Submit Your Documents
We provide a clear checklist of everything we need. Secure document upload. No in-person drop-off required.
3. Review & Approve
We prepare your return or financial work and walk you through everything before anything is submitted. No surprises.
4. File & Follow Up
We file on your behalf and follow up to confirm everything is processed. You have a record of everything and we are here if questions arise.
HOW IT WORKS
Simple. Clear.
Stress-free.
1. Book a Consultation
Schedule a free 20-minute call. We learn about your situation and recommend the right service for where you are.
2. Submit Your Documents
We provide a clear checklist of everything we need. Secure document upload. No in-person drop-off required.
3. Review & Approve
We prepare your return or financial work and walk you through everything before anything is submitted. No surprises.
4. File & Follow Up
We file on your behalf and follow up to confirm everything is processed. You have a record of everything and we are here if questions arise.
MEET AMBER
More than a tax pro.
A financial partner.
Amber Murphy is the owner of AD Financial Services and a trusted tax professional with over five years of experience helping clients reach their financial goals. She specializes in maximizing returns for parents and guiding entrepreneurs as they prepare to purchase homes or business assets. With firsthand knowledge of what’s required to build financial stability and qualify for major purchases, Amber is passionate about empowering others to make confident, informed financial decisions.
Let Amber and the AD Financial Services team help you take the next step toward financial success.
SPECIALTIES:
Earned Income Tax Credit (EITC)
Schedule C and Small Business Returns
Itemized Deductions
Financial Planning & Home Purchase Preparation
MEET AMBER
More than a tax pro.
A financial partner.
Amber Murphy is the owner of AD Financial Services and a trusted tax professional with over five years of experience helping clients reach their financial goals. She specializes in maximizing returns for parents and guiding entrepreneurs as they prepare to purchase homes or business assets. With firsthand knowledge of what’s required to build financial stability and qualify for major purchases, Amber is passionate about empowering others to make confident, informed financial decisions.
Let Amber and the AD Financial Services team help you take the next step toward financial success.
SPECIALTIES:
Earned Income Tax Credit (EITC)
Schedule C and Small Business Returns
Itemized Deductions
Financial Planning & Home Purchase Preparation
CLIENT RESULTS
Numbers that
speak clearly.
CLIENT RESULTS
Numbers that
speak clearly.
COMMON QUESTIONS
Answers before
you ask.
Do you work with clients remotely?
Yes. A.D. Financial works with clients across multiple states entirely remotely. Document upload is secure and all consultations can be done via phone or video call. You never need to come in person.
What types of businesses do you work with?
We work with business owners across all industries — LLCs, S-Corps, sole proprietors, partnerships, freelancers, and multi-entity businesses. If you have a business and need financial services, we have a solution for you.
How early should I start working with you?
The earlier the better. The clients who get the most value from A.D. Financial start year-round — not just in tax season. Starting in January or even before year-end allows us to implement strategies that reduce your tax liability before it is locked in.
What if I am behind on prior year taxes?
We help with that too. Prior year returns, amendments, and IRS resolution are all services we offer. Getting caught up is easier than most people think and we handle the process from start to finish.
How much do your services cost?
Pricing depends on the complexity of your situation and the service you need. Individual returns start at $150. Business returns start at $350. We always provide a clear quote before any work begins — no surprise bills.
COMMON QUESTIONS
Answers before
you ask.
Do you work with clients remotely?
Yes. A.D. Financial works with clients across multiple states entirely remotely. Document upload is secure and all consultations can be done via phone or video call. You never need to come in person.
What types of businesses do you work with?
We work with business owners across all industries — LLCs, S-Corps, sole proprietors, partnerships, freelancers, and multi-entity businesses. If you have a business and need financial services, we have a solution for you.
How early should I start working with you?
The earlier the better. The clients who get the most value from A.D. Financial start year-round — not just in tax season. Starting in January or even before year-end allows us to implement strategies that reduce your tax liability before it is locked in.
What if I am behind on prior year taxes?
We help with that too. Prior year returns, amendments, and IRS resolution are all services we offer. Getting caught up is easier than most people think and we handle the process from start to finish.
How much do your services cost?
Pricing depends on the complexity of your situation and the service you need. Individual returns start at $150. Business returns start at $350. We always provide a clear quote before any work begins — no surprise bills.
Get Started
Stop leaving money
on the table.
Book a free 20-minute consultation and let us show you exactly what AD Financial can do for your financial picture. No obligation. Just clarity.
Free consultation · No obligation · Response within 24 hours
Get Started
Stop leaving money on the table.
Book a free 20-minute consultation and let us show you exactly what AD Financial can do for your financial picture. No obligation. Just clarity.
Free consultation · No obligation · Response within 24 hours
Copyright © 2026 AD Financial Services. All rights reserved.
Copyright © 2026 AD Financial Services.
All rights reserved.