A smart approach to taxes is an integral part of your overall business strategy.
Every dollar you can keep out of Uncle Sam’s pockets is one more dollar you can use to help grow your business.
Tax planning is an important aspect
Get Your Entity Blueprint Today…
Fill out the form for a free Strategy Session with one of our Advisors.
Get a two-year tax review
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 offers a two-year tax review to our clients. This helps us get a better understanding of our client’s situation, allows us to find missed deductions, and help them understand how entity structuring can help with tax reduction. This service begins when clients send us their last two years of filed 1040 returns. You will be assigned a client coordinator, and he or she will pair you with a tax preparer to review these returns and calculate any discrepancies. 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 and business structures at the end. Your tax advisor can explain to you how an entity could have affected your previous tax returns and how a business structure can impact your future tax returns.
THE ANDERSON ADVANTAGE
Individualized tax planning to help you keep as much of your money in your pocket as possible.
Asset protection strategies and solutions to shield your assets and limit personal liability.
Retirement and financial planning and wealth management strategies to maximize what you already have.
Anderson Advisors FAQ
Can I get a detailed tax plan for the year?
Should I just make changes myself?
Keep in mind that tax laws are often complex and frequently change. As a consequence, you should consult your tax advisor before making investment and tax decisions.
Which Tax Package is best for me?
We offer three Tax Packages to choose from. Depending on your situation we have a Package that will fit your needs. Please visit the Tax Packages for a comparison of each package.
Need More Help?
Contact Us For Additional Services.
Monday-Friday 8am-5pm PT