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

Investor

Tax Planning Package
$4,000
  • Yearly Tax Planning Session with Our Tax Team of Professionals
  • 160 Units of Time* to be Used for Tax and Accounting Services
  • Personal Audit Protection for Reviewed Returns
  • 2 Year Tax Review
  • Tax Wise Workshop Live Event (2 Tickets)
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Executive

Tax Planning Package
$12,500
  • Quarterly Tax Planning Session with Tax Team of Professionals
  • Customized Scenario Analysis of Your Tax Situation Quarterly, as Needed
  • 620 Units of Time* to be Used for Tax and Accounting Services
  • Personal Audit Protection for Reviewed Returns
  • 2 Year Tax Review
  • Tax Wise Workshop Live Event (2 Tickets)
  • Assigned to One CPA
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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
2 Year Tax Review 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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