Tax Planning & Advisory
At Anderson Advisors & CPAs, we don’t just prepare taxes—we develop proactive strategies to minimize liabilities and maximize financial opportunities. Our Tax Planning & Advisory Services are designed to help individuals and businesses navigate complex tax laws, optimize financial structures, and build long-term wealth.
Customized Advisory Packages
Every client’s financial situation is unique, which is why we offer customized advisory packages tailored to your needs. Depending on your goals, our advisory services may include:
Monthly or Quarterly
Advisory Meetings
Regular strategy sessions to assess financial performance, implement tax-saving strategies, and ensure you’re on track to meet your financial goals.
Financial Statement Preparation
Receive monthly or quarterly financial statements to gain insights into your business’s profitability and cash flow.
Tax Compliance &
Preparation
Ensure timely and accurate filings while maximizing deductions and credits available to you.
Bookkeeping & Payroll Services
Keep your financial records accurate and compliant while streamlining payroll processes.
Tax Strategy
Implementation
Stay ahead of tax obligations by leveraging advanced tax-saving strategies throughout the year, not just at tax time.
CFO
Services
From bill pay and budgeting to grant reporting, compliance, and board meeting presentations, our outsourced CFO services provide the financial leadership you need.