Nick Anderson founded Anderson Tax Advisory, LLC on a simple premise: high-net-worth individuals and families deserve a tax advisor who knows them well and has the time and ability to serve them well. 

Having spent an entire career working nearly exclusively with high-net-worth individuals and their family offices, a familiar fact pattern emerges time and time again: clients with complex financial lives are being served by firms too large to give them the attention their situations require or they are underserved by tax prep shops that are purely transactional and do not care to address their unique needs. 

Anderson Tax Advisory, LLC exists to do it differently. By hand selecting a small group of appropriately complex clientele, every client is treated as if they are the only client. Anderson Tax Advisory provides a direct relationship with the person actually doing the work, proactive planning rather than once-a-year compliance check-ins, and a trusted business advisor, not simply a tax preparer. 

I work with high-net-worth individuals and families who want a trusted advisor available year-round; someone who picks up the phone, thinks ahead, and brings genuine expertise to the decisions that matter most.

Based in New York City, serving clients nationally.