Adam C Libman
Adam C Libman is an Arcadia, California-based sole-proprietor CPA firm (Libman Tax Strategies) providing tax reduction strategy, tax preparation, and QuickBooks-based bookkeeping to million-dollar-plus business owners, with specialty practices for concert touring artists, professional athletes, internet marketers, and California RDPs.
- Company typePrivate
- Founded-
- HeadquartersArcadia, United States
- Headcount1–10
- GTM typeB2B and B2C
- OfferingServices
What Adam C Libman does
Adam C Libman is a sole-proprietor CPA firm (DBA Libman Tax Strategies) headquartered in Arcadia, California, delivering tax preparation, tax-reduction strategy, and bookkeeping services to small and mid-market business owners with million-dollar-plus incomes. The practice serves a deliberately specialized client mix that goes well beyond generic small business: concert touring artists, professional athletes, internet marketers, rental property owners, California registered domestic partners (RDPs), and credentialed professionals (doctors, lawyers, dentists, chiropractors). The core service architecture is the "Libman Tax Strategy," which pairs proactive year-end planning with Form 1040 individual returns and Form 1120 / 1120S / 1065 / 1041 business returns, supported by QuickBooks-based bookkeeping (Pro, Premier, Point of Sale) with reconciliation across bank, credit card, loan, inventory, payroll, asset, and depreciation accounts.
The firm's underlying technology stack is conventional professional-services tooling rather than a proprietary platform: QuickBooks is the system of record, files are protected by 128-bit encryption at rest and in backup, and the site references standard data-sharing capabilities with third-party applications. The client deliverables are produced by a ~9-person, multi-disciplinary team that bundles a CRTP-credentialed principal with a CPA+JD, a CPA, an Enrolled Agent, an attorney, and specialists for Section 79, mortgages, and health insurance — credentialing that allows the firm to embed itself with each client's wider advisory bench (estate lawyers, financial advisers, insurance agents, athlete agents, and business managers).
Commercially, the practice operates on fixed-fee, per-engagement pricing rather than hourly billing — individual returns have a $395 minimum, business returns start at $995, and ancillary services (outsourced CFO, IRS resolution, cashflow management, QuickBooks setup, incorporation, RDP filings) are quoted on request. Go-to-market is sales-led and selective: inbound phone inquiries, in-person consultations at the Arcadia office, and client-vetting before acceptance. Marketing is anchored on a Yelp #1-rated positioning for the target segment, with no apparent paid digital, content, or social-media infrastructure. The firm is founder-owned, single-office, and has no disclosed funding, no institutional investors, and no subsidiary or holding-company structure.
Adam C Libman firmographics
Firmographics- Name
- Adam C Libman
- Legal name
- Adam C Libman
- Website
- https://adamlibman.com
- Company type
- Private
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Adam C Libman is an Arcadia, California-based sole-proprietor CPA firm (Libman Tax Strategies) providing tax reduction strategy, tax preparation, and QuickBooks-based bookkeeping to million-dollar-plus business owners, with specialty practices for concert touring artists, professional athletes, internet marketers, and California RDPs.
- Ownership category
- akta.pro rank
Adam C Libman industry classification
Industry- Product category
- Tax Preparation and Accounting Services
- NAICS
- Tax Preparation Services (541213), Offices of Certified Public Accountants (541211), Accounting, Tax Preparation, Bookkeeping, and Payroll Services (54121)
- akta.pro primary industry
- Trust & Estate Tax Planning & Compliance (FSAEAKAE)
- akta.pro secondary industries
- Tax-Aware Retirement & Estate Coordination (FSAEABAJ), Estate, Gift & Trust Valuation (BPAHANAL)
Keywords
Where Adam C Libman is headquartered
LocationHeadquarters
- HQ city
- Arcadia
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Adam C Libman business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- Individual Tax Preparation: Per-tax-return fees for Form 1040 and related state income tax returns. Minimum fee of $395 for individual clients. Fee quoted in advance before engagement begins.
- Business Tax Return Preparation: Preparation of C-Corp (Form 1120), S-Corp (Form 1120S), LLC (Form 1065), and Estate (Form 1041) tax returns. Starts at $995.00 per return. Fee quoted in advance before engagement begins.
- Advisory and Ancillary Services: Additional services including outsourced CFO, business management, IRS resolution, cashflow management, coaching, EIN/ITIN application, 1099/1096 form preparation, incorporating businesses, QuickBooks setup, and RDP tax preparation. All quoted upon request.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| One time/ perpetual license | Pay-as-you-go | Individual Tax Return — minimum engagement |
| One time/ perpetual license | Pay-as-you-go | Business Entity Tax Returns (LLC, S-Corp, C-Corp) |
| Other | Pay-as-you-go | Additional/Add-on Services |
Go-to-market motion2 records
Distribution channels2 records
Marketing channels2 records
Adam C Libman product offering
Product offeringCore offering
Adam C Libman provides individual tax return preparation (Form 1040), business entity tax return preparation (Form 1120 C-Corp, Form 1120S S-Corp, Form 1065 LLC, Form 1041 Estate), and the proprietary Libman Tax Strategy for proactive, legal tax reduction. The firm combines tax preparation with full-service QuickBooks-based bookkeeping, IRS audit support and resolution, outsourced CFO services, business management, RDP tax preparation for California registered domestic partners, business incorporation, and cashflow management, targeting million-dollar-plus business owners, professionals, touring artists, athletes, internet marketers, and rental property owners.
Product overview
Adam C Libman operates as a single-provider CPA firm offering a comprehensive suite of tax and accounting services. The core offerings center on the 'Libman Tax Strategy' for tax reduction, individual and business tax return preparation (covering Form 1040, Form 1120 C-Corp, Form 1120S S-Corp, Form 1065 LLC, and Form 1041 Estate), and bookkeeping services. Additional offerings include QuickBooks setup and training, outsourced CFO services, IRS audit support and resolution, RDP tax preparation for California registered domestic partners, business incorporation services, cashflow management, and business coaching. The firm serves entrepreneurs, small business owners, rental property owners, professionals, concert touring industry, professional athletes, internet marketers, and same-sex couples.
Differentiator
Problem solved
Functional benefit
Products and services
- Libman Tax Strategy (Tax Reduction Strategy)
Quantifiable outcome
- Minimum individual tax return fee of $395; business entity returns starting at $995 — positioning as premium not cheap
- +1 more outcomes
Companies that use Adam C Libman
Customer profileNamed customers7 records
Segments8 records
Ideal customer profiles5 records
Adam C Libman technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration1 record
Feature2 records
Adam C Libman partnerships and signals
Strategic signalPartnerships
Six partnerships are on record, tiered core and minor.
- Estate LawyerscoreThe firm works 'hand in hand' with clients' estate lawyers to provide holistic financial planning. Estate lawyers are a core referral and collaboration partner for clients with complex asset protection and estate planning needs.
- Financial AdviserscoreCollaborative relationship with financial advisers to ensure coordinated tax and investment planning. Financial advisers are key referral partners who send high-net-worth clients requiring tax strategy.
- Insurance AgentscoreWorks with insurance agents as part of the comprehensive financial planning team. Insurance products can have tax implications the firm coordinates around.
- Business ManagerscoreParticularly for professional athletes and touring artists, business managers coordinate financial operations. The firm works closely with them to ensure unified financial strategy and tax compliance.
- Sarah Castro (QuickBooks Ninja / All-Star Bookkeeper)coreKey team member providing QuickBooks-based bookkeeping services as the operational foundation for all tax strategy and preparation work. Ensures clean, accurate books that underpin the firm's service quality.
- Agents (for Professional Athletes)minorAgents for professional athletes coordinate with the firm and business managers to ensure comprehensive care and low tax burden for athlete clients.
Scale indicators4 records
Recent moves5 records
Expansion highlights5 records
Adam C Libman competitors and assessment
Company assessmentBroad incumbents
- H&R Block: Large incumbent consumer and small-business tax preparation company with both retail and digital channels. Comparable core tax preparation activity but at much lower price points and without Adam Libman's premium niche specialization.
- CliftonLarsonAllen (CLA): Top-10 U.S. accounting firm providing tax, audit, advisory, and wealth advisory services to mid-market businesses and high-net-worth individuals. Comparable tax strategy and business advisory capability, though at materially larger scale.
- BDO USA: Global accounting and professional services firm with a U.S. middle-market tax and advisory practice. Comparable individual and business tax planning plus outsourced CFO-style advisory services, but at much larger scale and broader industry coverage.
- KPMG US Tax Practice: Big Four tax and advisory practice serving individuals, closely held businesses, and high-net-worth clients with complex multi-state and international tax needs. Comparable technical depth on multi-jurisdiction individual and entity tax (relevant to Libman's touring/athlete segment).
- Withum: U.S. accounting and advisory firm with a strong small-to-mid-market and high-net-worth tax and advisory practice. Comparable premium tax strategy + outsourced CFO + bookkeeping stack for closely held businesses and their owners.
- Deloitte Tax (Private Wealth / Mid-Market): Big Four private-wealth and mid-market tax practice serving high-net-worth individuals and their businesses with integrated tax, estate, and business advisory. Comparable integrated tax + estate + business advisory model, but at enterprise scale and price point.
Emerging players
- Bench Accounting: Software-driven bookkeeping and tax services platform for small businesses. Overlaps with Libman's small-business bookkeeping, QuickBooks-based workflows, and tax preparation, though at lower price points and with a more productized delivery model.
- Found: Banking, bookkeeping, and tax platform purpose-built for self-employed individuals and small business owners. Comparable tax preparation and bookkeeping activity for owner-operators, the same core SMB segment Libman serves.
- Pilot Bookkeeping: Tech-enabled bookkeeping, tax, and CFO services firm targeting startups and SMBs. Overlaps with Libman's bookkeeping + outsourced CFO + tax positioning but serves a different client profile (VC-backed startups vs. million-dollar owner-operators).
Direct peers
- 1-800Accountant: A national accounting and tax preparation services firm targeting small businesses and entrepreneurs with bundled bookkeeping, tax, and advisory offerings — directly comparable service mix to Adam C. Libman for SMB clients.
Market position
Strengths4 records
Weaknesses5 records
Competitive moat3 records
Key risks6 records
Key highlights7 records
Customer concentration
Adam C Libman social profiles
Digital presenceAdam C Libman financial estimates
Financial estimateRevenue estimate
Valuation estimate
Adam C Libman leadership team
Management profileNumber of profiles
Profiles4 records
Adam C Libman funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Adam C Libman M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Adam C Libman
What does Adam C Libman do?
Adam C Libman provides individual tax return preparation (Form 1040), business entity tax return preparation (Form 1120 C-Corp, Form 1120S S-Corp, Form 1065 LLC, Form 1041 Estate), and the proprietary Libman Tax Strategy for proactive, legal tax reduction. The firm combines tax preparation with full-service QuickBooks-based bookkeeping, IRS audit support and resolution, outsourced CFO services, business management, RDP tax preparation for California registered domestic partners, business incorporation, and cashflow management, targeting million-dollar-plus business owners, professionals, touring artists, athletes, internet marketers, and rental property owners.
Is Adam C Libman a public or private company?
Adam C Libman is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Adam C Libman founded?
Adam C Libman was founded in -1. It employs 1 to 10 people.
Where is Adam C Libman based?
Adam C Libman is headquartered in Arcadia, United States, in the North America region.
How does Adam C Libman make money?
Three revenue lines are on record. Individual Tax Preparation is the primary driver. The others are business Tax Return Preparation and advisory and Ancillary Services.
Who are Adam C Libman's main competitors?
Broad incumbents on record are H&R Block, CliftonLarsonAllen (CLA), BDO USA, KPMG US Tax Practice, Withum and Deloitte Tax (Private Wealth / Mid-Market). Emerging players are Bench Accounting, Found and Pilot Bookkeeping. 1-800Accountant is listed as a direct peer.
Does Adam C Libman have an API?
No public API is recorded for Adam C Libman.
What industry is Adam C Libman in?
Adam C Libman's product category is Tax Preparation and Accounting Services. Its primary akta.pro industry code is FSAEAKAE, Trust & Estate Tax Planning & Compliance, with a secondary code of FSAEABAJ, Tax-Aware Retirement & Estate Coordination. Its NAICS code is 541213.