Anderson Tax Packages

Outsource all your accounting needs to the Anderson team of accounting and tax professionals with one set price!

3 Tax Packages To Choose From
Comparison Chart
Service Investor Professional Executive
Tax Planning Session with Our Tax Team of Professionals Yearly Semi-Annual Quarterly
Units of Time* to be Used for Tax and Accounting Services 160 Units 320 Units 630 Units
Personal Audit Protection for Reviewed Returns YES YES YES
Tax Wise Workshop Live Event (2 Tickets) YES YES YES
Customized Scenario Analysis of YourTax Situation as Needed NO Quarterly Monthly
Assigned to One CPA NO NO YES

* Units of time are used when you have a bookkeeper, tax preparer, tax attorney or CPA work on your account. The units of time are outlined as follows for the different professionals you may work with. Yearly or quarterly tax planning sessions do use units of time within your package.

Bookkeepers: 7 Units = 1 Hour of Time

Tax Preparers: 10 Units = 1 Hour of Time

EAs (Enrolled Agents): 15 Units = 1 Hour of Time

CPAs: 20 Units = 1 Hour of Time

Tax Attorneys:  20 Units = 1 Hour of Time

**Additional units of time can be purchased at $1,000 for 100 Units and do not expire.  Units can be applied toward bookkeeping, tax preparation, and tax consulting. Complete terms of service can be found here.

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