2025 Firm Update
We’ve Moved — and We’ve Grown
We’re excited to announce that this October we relocated into a refreshed, newly renovated office — just two blocks from our prior location. After six weeks of hard work installing new floors, small kitchen (with an espresso machine) and a slat wall, the space now better accommodates our growing team and gives us room to serve you with even greater comfort and efficiency. The new office includes a conference room for meetings, more workspace as our client load increases, and is conveniently located in the same building as Safe Float Spa.
Meet the Expanded Team + What’s New Behind the Scenes
We’re pleased to share some important team updates. Sophia Fore, who previously supported us as Tax Administrative Assistant, is now stepping into a full-time Tax Preparer role while pursuing her CPA licensure — bringing her familiarity with our clients and systems to the forefront of tax prep. We’ve also welcomed Brittany Allen, our new Executive Operations Specialist, who brings nearly ten years of experience working with high-level executives to support you directly with contracts, scheduling, onboarding, and operational coordination. Additionally, we will be adding a dedicated in-person office administrator in the coming weeks to further streamline your experience. If you interact with us from an accounting perspective you might meet Luke Atkins, staff accountant. He is a recent graduate from UCSC and has stepped into his new role like a glove!
For contracts/engagement letters and scheduling - please reach out to Brittany at Brittany@Aduffycpa.com
For tax return status and project logistics (how to use the client portal) - please reach out to Sophia at Sophia@Aduffycpa.com
We’re also working on a growing library of tax and accounting resources — templates, checklists, and guides to help you stay organized throughout the year. We’ll share more soon as we continue building it out but peruse what we have so far at the Resource Library.
Through these changes — a better office, growing staff, and enhanced support — we aim to deliver the same professional, careful service you expect, with even more responsiveness, clarity, and care. As always, we appreciate your trust and look forward to serving you in the coming year.
