Modern tax preparation for complicated lives.
The precision of purpose-built technology. The care of an experienced tax professional who knows you. Both, on your return.
Licensed tax professionals and enrolled agents Free consultation before any commitment
2025 returnGood morning, Alex.
- Schwab1099-B · 1099-DIV
- Coinbase, Kraken8949 lots
- PayrollW-2 · 3921 · 3922
The team behind CoinLedger, now preparing returns.
We spent ten years building tax software for a million people. Adaire is what we built next.
- More than a million people have used it
- Ten years of consumer tax software
- Built for the most complicated parts of a return
adaire- The same founding team, advising on product and technology
- A licensed tax professional preparing and signing your return
- A fixed quote before any work begins
Already a CoinLedger customer? Mention it on your free call.
Most tax firms still work the way they did twenty years ago. We started Adaire to combine the capabilities of modern technology with the care of human expertise. Your situation deserves both.
Shane Kennedy, CPA, CMAFounding partner, Adaire
Filed right, by people who’ve seen it before.
Our tax professionals have spent decades on returns like yours. Here is how we get from a first conversation to a return you can be confident in.
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A free consultation with a tax professional
Book a call and talk through your year: equity, investments, property, business income, anything that makes your return more than a form. No preparation needed on your side.
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We decide together whether it’s a fit
We tell you plainly how we’d handle your situation and where it’s likely to land on price. Then we review your last two years of returns and confirm your quote in writing. If it’s a fit, we get to work. If it isn’t, we’ll say so and point you somewhere better.
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Your documents, collected once
Connect your accounts or upload what you have. We gather the rest, tell you exactly what’s still missing, and never ask for the same thing twice.
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We analyze, and our experts review
We use custom software and AI to analyze every document and identify opportunities for you. Our tax professionals review line by line, strategize with you, and make sure the return is compliant.
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We file everything for you
You get a plain-language summary of your return, sign electronically, and we file federal and state. Then we stay in touch through the year, not just in April.
For people whose taxes stopped being simple.
Adaire is built for returns with more than one moving part. If any of these describe your year, we should talk.
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InvestmentsBrokerage accounts, dividends, capital gains and losses, wash sales, and K-1s from funds.1099-B · 1099-DIV · K-1
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Business incomeSole proprietors, S corporations, partnerships, and the owners behind them.Schedule C · 1120-S · K-1
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Equity compensationRSUs, ISOs, NSOs, and ESPPs, including the AMT questions that come with them.3921 · 3922 · W-2
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Property in more than one stateRentals, sales, and the nonresident returns that follow you across state lines.Schedule E · nonresident returns
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Trusts, gifts, and estatesTrust and estate returns, gift tax filings, and the income that passes from one generation to the next.1041 · 709 · K-1
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Digital assetsExchanges, wallets, and staking, with cost basis tracked lot by lot.8949 · Schedule D
And the conversation about what it all means.
The people behind your return.
Small by design. You’ll know who is working on your return, and they’ll know you.
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CPA, CMA · Founding partner
Leads Adaire’s tax practice. Years spent on returns for founders, operators, and investors, and on the systems that keep them accurate. Writes on tax policy for Tax Notes.
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Chief Technology Officer · Founding partnerBuilds the systems behind Adaire. More than a decade designing consumer tax software that is beautiful to use and delivers results for the clients who rely on it.
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Operations · Founding partnerDrives operations across the firm. From first call to filed return, makes sure every document, deadline, and question is tracked and delivered.
Pricing
Always included
- Federal return and your resident state
- An experienced preparer reviewing and signing every return
- W-2 income
- Interest/dividend income
- Retirement income
- Itemized deductions
- Secure portal, e-signature, and e-filing
What moves the number
- Additional states. Nonresident and part-year returns
- Business and rental income. Sole proprietorships and rental properties
- Equity compensation. RSUs, ESPPs, NSOs, and ISOs with AMT
- Investments and K-1s. Multiple brokerage accounts, K-1s, and foreign accounts
- Major sales. Selling a business or rental property
- Gift tax and prior years. Form 709, amended returns, and IRS or state letters
Never an hourly surprise, never an invoice you didn’t see coming.
Questions, answered plainly.
What people usually want to know before the first call.
Something we didn’t cover? Ask us on a free call.
How is Adaire different from tax software?
Tax software hands you a form and leaves the judgment to you. Adaire gives you a tax professional who understands your situation, backed by software built for complicated returns. You don’t type anything in, and you’re never guessing whether you answered a question correctly.
How is Adaire different from a traditional accounting firm?
Most firms still run on email, spreadsheets, and hourly billing. We collect and reconcile documents automatically, quote a fixed price before any work begins, and stay reachable through the year. You get the same licensed expertise without the folder of PDFs and the surprise invoice.
Who will I actually work with?
Shane Kennedy, CPA, CMA. Shane has spent more than twelve years preparing complex returns for individuals, businesses, and the entities behind them. He’ll be on your first call, he’ll prepare and sign your return, and he’s the person who answers your questions in July.
What does it cost?
Returns start at $1,250 per tax year. Your price depends on what your return involves, such as additional states, business income, or equity events. On the free call, we’ll tell you where you’re likely to land. Then we review your last two years of returns and confirm your price in writing before any work begins. Prior returns show us what a conversation can miss, so your quote reflects your whole situation. It doesn’t change unless your situation does, and if it does, we tell you first.
What happens on the free consultation?
A thirty-minute conversation about your year. You don’t need to prepare anything. We’ll ask about your income, accounts, and anything unusual, then tell you how we’d handle it, the price range you’re likely in, and whether we’re the right fit. If you’d like to move forward, we’ll ask for your last two years of returns to confirm your exact price. There’s no commitment at the end.
How do I get you my documents?
Through a secure client portal. You can connect brokerage, payroll, and exchange accounts so documents arrive on their own, or upload what you have. We tell you exactly what’s still missing and never ask for the same thing twice.
Is AI preparing my return?
No. Our software reads your documents, reconciles the numbers, and flags anything that needs a closer look. A licensed tax professional prepares your return, reviews it line by line, and signs it. The technology does the reading. The people make the decisions.
Can you help with prior years or a return I haven’t filed?
Yes. We regularly take on amended returns and years that were filed late or not at all. We’ll scope it on the free call and include it in your quote.
What happens after my return is filed?
We stay with you. Questions are answered through the year, estimated payments are adjusted when your situation changes, and planning for next year starts before next April.
Modern tax, human expertise.
A free, thirty-minute conversation about your year. We’ll tell you what we’d do, roughly what it will cost, and whether we’re the right fit.
Licensed tax professionals and enrolled agents Quoted in full before any work begins Returns from $1,250