Anderson Tax Package
Outsource all your accounting needs to the Anderson team of accounting and tax professionals with one set price!
InvestorTax Planning Package
- 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
Tax WiseWorkshop Live Event (2 Tickets)
* 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.
Contact Us For Additional Services.
Monday-Friday 8am-5pm PT