Alexis Adams

Executive summary

Alexis is a tax professional with a broad range of experience providing personal and customized service to private and public companies and entrepreneurs. She is also well-versed in tax compliance, tax planning, cash flow, expansion, exit strategies and personal finance matters.

She currently serves as the lead engagement partner on several tax compliance, income tax provision and consulting projects. Additionally, Alexis supervises the preparation of federal and state tax compliance filings, as well as the audit of income tax accruals for financial reporting. She also coordinates specialty teams to provide comprehensive tax planning and strategy advice to clients.

Alexis takes great pride in her well-honed ability to offer both highly technical advice and big-picture guidance. She delves deep into her clients’ business operations and their industries so she can provide the most valuable and timely support.

Community involvement

Alexis is a member of the American Institute of Certified Public Accountants (AICPA). She graduated from the AICPA’s Leadership Academy in 2014 and has used the experience to design and teach continuing education courses ever since. She is also on the Corporate Advisory Board for the National Association of Black Accountants (NABA). She has spoken at NABA events for years, and in her advisory role, she helps companies develop recruitment and retention policies for Black accountants.  

Education

Alexis earned a bachelor’s degree in accounting and a master’s degree in taxation from Baruch College.