Help Us Get the Word Out!
Who do you know that needs our services?
Referrals are the top way you can help us realize our mission of equipping small business owners with finance and tax insights that create exponential value for their companies, customers, employees, and families.
A referral is the highest compliment we can receive from you!
What Clients Say
Don’t take our word for it: hear directly from some of the 400+ clients who trust us with their finance & tax strategy.
Confidence in our Daily Financial Position
To say the difference in QuickBooks Online knowledge and DAILY financial position of the company has significantly improved is a huge understatement. Red Bike Advisors has eliminated any question of where the company stands financially at any given moment.
To say the difference in QuickBooks Online knowledge and DAILY financial position of the company has significantly improved is a huge understatement. Red Bike Advisors has eliminated any question of where the company stands financially at any given moment.
Phillip Smith, Office ManagerLazy Hiker Brewing Company
From $40,000 to $1,000 Settlement
"When we got a notice from the IRS, Richard and the Red Bike Advisors tax resolution team were right there to help us navigate it. The IRS said we owed around $40,000 in unpaid taxes and penalties, but Red Bike Advisors was able to negotiate that amount down to $1,000."
"When we got a notice from the IRS, Richard and the Red Bike Advisors tax resolution team were right there to help us navigate it. The IRS said we owed around $40,000 in unpaid taxes and penalties, but Red Bike Advisors was able to negotiate that amount down to $1,000."
Red Bike Advisors Tax Resolution ClientNorth Carolina
A Firm I Can Depend On
The Red Bike Advisors team is so collaborative. They don't treat me like a transaction, but like a partner. This is a firm I can depend on.
The Red Bike Advisors team is so collaborative. They don't treat me like a transaction, but like a partner. This is a firm I can depend on.
Jay LenierTax Client
A few fun facts:
- We were founded in 2009 as Adam Shay CPA, PLLC, in Wilmington, North Carolina.
- We serve clients all over the United States and specialize in monthly accounting & bookkeeping, tax strategy & filing, and business finance advisory.
- We also specialize in services you don’t want to need, but when you need them, you want us: forensic accounting & fraud investigations and tax controversy & resolution.
- We have a strong, mission-driven culture to create exponential value for our clients, their businesses and families, and ultimately their legacies.