Adelphi Financial

Jun 2026

This was my first time using Adelphi for my tax preparation and planning. I worked with Dan and he was a wealth of knowledge and made some suggestions I could act on immediately as well as other suggestions we could plan out and work on implementing together. Prior to working with Adelphi, I worked with a CPA and the relationship was very transactional. Totally different experience with Adelphi. I highly recommend reaching out and setting some time up with Dan!!

Apr 2026

I highly recommend Adelphi Financial for all of your personal income tax preparation and filing needs. The team is a true pleasure to work with, making what could be a stressful process extremely smooth and stress-free. By providing a detailed checklist of required information, allowing all related documents to be dropped off, and not requiring a sit-down meeting, the process through Adelphi Financial is also extremely time efficient, which is something that is very important to us. Within just a few days of providing our information, our tax return was successfully filed electronically and our federal refund was deposited into our bank account. All-around five star service!...read full review

Oct 2025

A Beacon of Financial Excellence!
I cannot recommend Adelphi Financial, and specifically working with Dan, highly enough. From the moment we first reached out, we felt like we were in the hands of a true professional.
Dan is an absolute financial guru. What sets him apart is his ability to take incredibly complex financial planning and make it digestible, clear, and actionable. He took the time to truly understand our unique goals and anxieties, and he crafted a personalized strategy that wasn't just about managing money, but about building long-term confidence and security. Specifically, his expertise in navigating tax preparation, optimizing Social Security benefits,...read full review