Adam G. Pritzl, CPA, CVA joined Edge Advisors in December 2021. He came to the firm with ten years of prior public accounting experience. Adam graduated from the University of Wisconsin – Oshkosh in 2011 with a Bachelor of Business Administration. In December 2018, Adam successfully completed the National Association of Certified Valuation Analysts certification in Ft. Lauderdale, Florida and received his CVA license in early 2019.
Adam brings commitment and superior service to each client he works with. His passion is assisting clients in growing their net worth in a variety of ways. Adam believes in a simple, straightforward approach that avoids unnecessary complexity and costs. His projects include individual, partnership, and corporate tax returns. In addition, he completes compilations and general accounting and bookkeeping services. Adam also assists clients with QuickBooks and provides QuickBooks training. Outside of tax season, Adam works on various valuation engagements including succession planning, litigation, divorce, and estate and gift. Another large portion of his time is spent retirement planning and being as tax efficient as possible to maximize retirement funds.
Adam’s responsiveness and organizational skills help keep clients working towards their goals. He has experience working with a variety of different businesses and complex tax situations, he finds gratification in helping clients understand and obtain their financial and business objectives.
Outside of the office, Adam enjoys outdoor activities with his wife Casie. These include hunting, fishing, watersports, camping, skiing, and snowmobiling. They also love to travel outside of tax season, mainly to destinations around the U.S. in search of the next adventure.