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STRATEGYSESSION

Are you leaving more money with the IRS then you need to?

Let our Tax Advisors provide you with a customized roadmap. Our Tax Advisors are some of the most experienced in the industry and will work hard to find the money to put back in your wallet.

Poor Tax Preparation Could Be Costing You Nearly $1,000 Per Year!

Before 2011, there were no requirements for tax preparers when it came to specific education or certifications before they could offer tax preparation services. The IRS only began regulating in 2011. That is why there were so many unqualified tax preparers running around causing havoc. They told their clients what they wanted to hear, rather than focusing on saving them more and protecting them from audits and fines.

The IRS has over one billion dollars in unclaimed tax refunds from taxpayers across the country.
The cause of this is not some insidious power play by the IRS; the blame lies squarely with the person who prepared the tax return.

The IRS is simply pointing out $1,000,000,000 worth of tax preparation mistakes. Some mistakes are made by people trying to do their taxes, but an alarming amount of blame falls onto the “professional” tax preparation firms. These firms do not understand the nuances of tax law and, therefore, cost their clients thousands of dollars every year in lost rebates, increased fines, and time-expensive audits.

Due to the incompetence of the majority of tax preparation companies, the average US taxpayer pays $927.37 out of pocket. Now, imagine you have been paying out of pocket for the last 10 years, you would have lost, on average, $9,273.70 without even realizing it.

Moreover, the true problem is that the majority of taxpayers were not even aware that they were owed all this extra money because they simply put their faith in a tax preparation company without ensuring that they had the skills and experience to look after them properly.

SOLUTIONOVERVIEW

THE ANDERSON ADVANTAGE

Preserve

Individualized tax planning to help you keep as much of your money in your pocket as possible.

Protect

Asset protection strategies and solutions to shield your assets and limit personal liability.

Prosper

Retirement planning and wealth management strategies to maximize what you already have.

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What You Can Expect When You Work With Anderson Advisors

Even if your federal tax preparation was guaranteed by the preparer, it does not mean your return was guaranteed to save you as much money as possible.

Anderson Advisors works with clients to better understand their situation, allowing us to find missed deductions and pinpoint the most advantageous opportunities.

This service begins when you select one of our customized packages. Clients will then send us their last two years of filed 1040 returns. You’ll be paired with one of our tax experts who will complete a comprehensive assessment of your current situation.

The goal is to find any overpayments, missed deductions, preparer errors, and opportunities for future tax savings. If an error is found, you have the option of filing an amended return, which we are happy to prepare for you.

The most important part of this process is the greater understanding our clients have of their taxes. You’ll walk away with a multi-year tax strategy roadmap to guide the implementation of your personalized plan.

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Anderson Advisors FAQ

Can I get a detailed tax plan for the year?
Should I just make changes myself?
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