Donald J. Adamek is Owner and President of SBI Tax & Financial Services, Inc. SBI Tax is a well-established accounting firm providing tax preparation, accounting, and other financial services to individuals and small businesses. SBI Tax & Financial Services, Inc. is family-owned and operated. SBI stands for Small Business and Individual.
Due to the complex issues, fast changing rules and regulations in tax planning, Don provides clients with up to date information and support to help ensure sound tax preparation and planning.
Don graduated from Saint John’s University in Collegeville, Minnesota.
Don and his wife Kathi reside in Inver Grove Heights and are proud parents of three adult children.
Jo (short for Johnna) is our Client Services Specialist. She provides excellent customer service through phone, email or in person. Sue keeps the wheels of the office moving smoothly by preparing and following up on paperwork, answering phones, and scheduling appointments.
Year-Round Staff:
© 2016 SBI-Tax & Financial Services, Inc.
952.881.5755
badamek@sbi-wealth.com
Meet JO
Other preparers during the tax season include Steve, Roger, Celeste and Connor.
Judy Wolfe also operates out of the Roseville office and assists with client services.
Meet Don
Who we are
Financial PLANNER
Brian J. Adamek is a Certified Financial Planner™ practitioner. He creates value for clients by developing a financial plan focused on their goals. Brian takes an educational approach while working with clients to help achieve their financial success.
President
Tax Planner and Preparer
Meet Brian
Client Services Specialist
952.881.5755
dadamek@sbi-tax.com
952-881-5755
jswinford@sbi-tax.com
Seasonal staff:
Due to the complex issues, fast changing rules and regulations in tax planning, Brian works closely with his father, Donald J. Adamek. Working together provides clients with up to date information and support to help ensure sound financial and tax planning.
Find more info here: www.sbi-wealth.com