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Adam Welchman
Client Accounts Lead

Adam, an original member of Vantage One Tax Solutions, serves as the Director of Client Accounts. He employs a selective approach to business development, creating an efficient environment in which our consulting team can establish meaningful connections with clients and gain a thorough understanding of their businesses, properties, and data. Adam works to align like-minded business professionals interested in reducing costs through significant tax reductions with the most suitable consultants for their needs.

Adam began his career in San Diego, California, where he worked as a Steward for I.A.T.S.E Local 122. In this role, he was responsible for the setup and production of major events such as the National Republican Convention, Ford, Comic-Con, American Academy of Neurology, among others. His management experience led to his recruitment by PSAV, and he subsequently relocated to Dallas, Texas, where he worked and traveled internationally for five years. In 2005, Adam was hired by Tax Advisors Group as the Director of Sales, and in 2007, he joined Vantage One.

"At Vantage One, we recognize that clients are individuals, each with their unique challenges and expectations. They want to be respected, treated fairly, and not taken advantage of. These fundamental principles are effortlessly achievable in my role. When coupled with successful tax outcomes lead by our licensed consultants, this leads to satisfied clients."