The Investor Tax Package

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

Stressed about taxes?
Not if you’re an Anderson client.

Professional Tax Preparation with Audit Protection & No Hourly Fees Guaranteed

Worry-free tax and bookkeeping services let you focus on what you do best: running your business.

Stop playing catch-up every year. Stop postponing tax planning in fear of outrageous hourly rates.

Anderson’s Investor Tax Package eliminates hourly fees for tax preparation, tax planning, and bookkeeping services. Feel confident in your business plans knowing you have a team of financial professionals in your corner!



Investor Tax Package – $4,000

What’s Included

160 Time Units

Stop overpaying with hourly fees 
Time Units can be used for tax preparation, or tax planning services. Let Anderson simplify your business’ finances by doing it all under one roof.

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Yearly Tax Planning

Keep the power in YOUR hands, not Uncle Sam’s
Plan your tax year in advance with a tax professional! No longer will tax season surprise you with exessive dues, penalties, and fees.

Audit Protection

Worry-free tax prep
Rest easy knowing any return Anderson prepares includes audit protection. In the event of an audit, Anderson’s professionals will deal with the IRS on your behalf.*

Tax-Wise Workshop - 2 tickets (valued at $1,995)

Wise taxpayers pay less.
The Investor Tax Package becomes an even greater asset to your business’ finances when it includes 2 tickets to Anderson’s Tax-Wise Workshop, where Toby Mathis, Esq. (a founding partner at Anderson) breaks down the tax code & highlights loopholes used by successful investors.

Comprehensive financial services for your business

Focus on making money. Let Anderson do the rest.

No hourly fees. Guaranteed**.

For one low price, have Anderson meet your business’ tax & bookkeeping needs. The Investor Tax Package contains 160 Time Units for tax & bookkeeping services for one set price: $4,000. Click here to simplify your taxes.

Wait! Platinum members receive huge discounts on Anderson products!

For 1 hour of service, Time Units can be used as follows:
Bookkeepers = 8 Units per hour
Tax preparer = 10 Units per hour
EAs (Enrolled Agents) = 15 Units per hour
CPAs: 20 Units per hour
Tax attorneys = 20 Units per hour

Please note that quarterly or annual tax planning sessions use Time Units.
Complete terms of service can be found here.

Tax season is here, so why wait until you’ve overpaid to get your business on track?
Let Anderson prepare your returns & begin tax planning to minimize next year’s taxes.

Click here to level up your business finances with Anderson’s Investor Tax Package.

*In the event that a court appearance is required, Anderson Advisors does not litigate.
**Hourly fees will not be charged for your bookkeeping or tax preparation work as part of your package. If you engage in other tax consulting services, hourly rates could apply depending on the service.

Exclusive pricing for Anderson Platinum members!  Click below to SIGN UP and get unlimited access to Attorneys, CPAs, and Retirement Planning Professionals

$4,000 $2,995

Need More Help?

Contact Us For Additional Services.

Monday-Friday 8am-5pm PT

Have Tax Questions?

Join us for Tax Tuesdays

Every Other Tuesday at 3pm Pacific.

This is a FREE Live Webinar
hosted by Toby Mathis, Esq.


Tax Tuesdays