STRATEGYSESSION
Why choose Anderson Business Advisors for your tax preparations?
When choosing a company to prepare your tax returns, make sure they can handle the complexity of your tax situation. A good tax professional will be able to give you clear guidance up front and also be able to explain the most advantageous way to handle your specific tax challenges.
We not only specialize in general business tax returns, but we have specific expertise in preparing returns for securities traders and real estate investors. We have filed over tens of thousands of tax returns, and that level of experience and success means that we have seen almost every challenge you may face, enabling us to expertly and meticulously prepare and file your tax return.
We also provide every client an upfront estimate of the costs to file your returns, even before you begin to entrust us with the preparation of your tax return. We take the guesswork out of our process so that you aren’t hit with a big surprise on your tax preparation costs.
HOW TO WORK WITH ANDERSON TAX DEPARTMENT
There are two ways you can work with our tax department to have your returns prepared and filed. Firstly, you can elect to purchase one of our tax packages. These packages are designed to provide a discount on the hourly rate of our services by prepaying for time to use with our tax or bookkeeping department. Learn more about our tax packages here. Secondly, you can simply fill out one of our tax organizers and we’ll give you a call with an estimate to prepare.
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Frequently Asked Questions
Why should you use Anderson for your tax preparation needs?
We are specialists when it comes to income tax return preparation. We have the experience to spot problem areas and take care of them before filing your return.
Why should I complete an organizer?
The entire process of completing your tax return is a joint effort. We work together so that we don’t miss any deductions to which you may be entitled. Our part is to make sure that you only pay your fair share of your tax liability, not a dollar more.
I do my own bookkeeping and have a balance sheet and profit & loss. Do I still need to complete an organizer?
Yes, you will still need to complete portions of the organizer: The client statement, entity information page, and the ownership information.
What do I do if I need to file an extension?
We have a specialized form for you to list the entities that you wish for us to extend. We will notify you that an extension has been accepted for either you or your entity(ies).
How much does the extension request cost?
It is FREE as long as we prepare your tax return(s). If the extended due date of your return passes and your taxes have been prepared elsewhere, there will be a small fee.
Can you file my state tax return for me?
Absolutely! Our client base is scattered throughout the United States and abroad. We handle the preparation of all state tax returns and these will be handled along with the preparation of your federal returns, where applicable.
Am I missing any deductions?
The organizer helps to remind you of some deductions, but your tax professional should alert you to the potential of additional expenses you may have missed. Even though we can’t guarantee a refund, we work with clients to make sure we minimize your tax liability.
I have bought or sold real estate this year. What do you need?
We always need to talk with you about the intent of any real estate purchases made during the year. We will also require a HUD-1 (closing statement) for any real estate bought or sold. If you purchase a property on the courthouse steps, we will need your receipt of purchase.
Why do you need a copy of last year’s tax return if Anderson did not prepare it?
Many times, last year’s tax return provides a segway to the current year’s return. We need to make sure that we recognize and carry over items from the prior year, such as net operating losses, capital losses, or PALs. They may not help us this year, but we sure don’t want to lose their benefit down the road.
What else do I need to provide?
We also need the fixed asset schedules from the prior year so that we can accurately calculate the depreciation expense for your business assets.
What about my next year’s estimated tax payments?
As an integrated part of your comprehensive tax preparation service, we will prepare estimated tax coupon vouchers for you for the upcoming year, if applicable. And remember, always contact us when you are considering any event that may be taxable since it is much better to plan before an event is completed than after it.
Real Comments from Real Clients…
Anderson’s asset protection strategies have saved me millions.
Literally, millions.
Gerald C.
Real Estate Investor
SOLUTIONOVERVIEW
Why Trust Anderson For Your Business Structuring Needs?
01
Comprehensive Assessment
Tailored To You
The wrong setup of your business now could mean more taxes and liability later. That’s where Anderson is different. We take a comprehensive look at your situation not only from a legal asset protection perspective, but also from a tax-savings and financial planning perspectives.
02
Experience You
Can Trust
Unlike other law firms, our consultants consist of attorneys and planners who travel nationwide to speak at conferences and seminars on subject matters concerning asset protection, taxes, and business planning. Since 1993, we have taught tens of thousands of people how to make better business decisions and properly prepare to meet their goals.
Make Your Own Opportunities
Anderson Advisors is the nation’s premier registered agent services and entity formation firm. Our biggest competitors in the field of entity planning are primarily non-legal service providers. Because of this, they do not have the same ethical standards that we at Anderson Advisors have. We do not offer false hope or false promises, we offer common sense, black letter law and solutions to the most common obstacles.