Adeptus Partners, LLC
Dana Terman, MBA, serves as a Senior Tax Accountant at Adeptus since January 2021, where responsibilities include the preparation of diverse tax returns and addressing tax-related notices from the IRS and local authorities. Dana's prior experience includes roles as an Assistant Vice President of Finance for Alpha Omicron Pi Fraternity and various positions in the hospitality sector, showcasing strong communication and teamwork skills. Earlier internships at McGuckin, Shatz & White, LLC, and as a Tax Intern further developed expertise in accounting software and tax return preparation. Dana holds an MBA in Finance and a Bachelor's degree in Accounting, both from Monmouth University.
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Adeptus Partners, LLC
Adeptus Partners, LLC, an accounting and business consulting firm, serves a growing roster of regional, national, and international clients, providing tax, accounting and attest services, family office services, estate, and business succession planning, forensic accounting, and litigation support services, business valuations and appraisals services, and other accounting, business management, and consulting services. Located in the heart of a world-class business community, Adeptus presents clients with a rational alternative to the impersonal services of large, international firms. Our firm is structured to service clients’ needs present-day and as they grow and require more sophisticated accounting services. Through all stages of a company’s growth, from start-up through multi-state and international presence, Adeptus is able to assure clients and prospective clients of quality, custom-tailored services across a broad spectrum of specialties and geographic locations. Adeptus’ depth of personnel also permits us to plan efficiently to provide ongoing continuity to clients. We work hard for our clients and they benefit from our commitment to meet their deadlines and to be accessible and available to deliver counsel and service in a timely manner. As trusted business advisers, we identify strengths, weaknesses, opportunities, and pitfalls, aid in creating appropriate ‘what-if’ scenarios, and make sound recommendations for improvement and protective actions to help your business grow.