Services

Planning

Individuals and Families – a holistic approach to your unique financial picture, focused on tax-efficient moves throughout the year. Timing is everything, from charitable giving to retirement contributions, leave nothing to chance and avoid any surprises come April 15th.   

Businesses – evaluating the most tax efficient structures for your business. Thinking through all of the facets of your business’s life cycle. Anderson Tax Advisory is there to help whether you’re starting from scratch and building the structural foundation or winding down and need help crafting a thorough dissolution and succession plan.  

Estate Planning – Protecting and structuring your wealth to fit your family’s needs. A bespoke approach establishing the right vehicles to pass your legacy on to the next generation and beyond. Anderson Tax Advisory will work with you, your attorneys, and financial planners to ensure optimal tax outcomes. 

Compliance

Individual Tax – Form 4868 ( Application for automatic extension of time to file), Form 1040 (Individual Income Tax Return), Form 709 (Gift and GST Tax Return)  

Business Tax – Form 7004 (Application for automatic extension of time to file certain business tax returns)  Form 1120 (C Corporation Income Tax Return) Form 1120S (S Corporation Income Tax Return), Form 1065 (Partnership Income Tax Return), Form Series 5500 (401(k) Plan Reporting)

Trust and Estate Tax – Form 1041 (Trust and Estate Income Tax Return) Form 706 (Estate and GST Tax Return)

Nonprofit and Exempt Organization – Form 990 (Return of Organization Exempt from Income Tax), 990-PF (Return of Private Foundation) 

Consulting

Transaction Assistance – it takes a team to put together a tax efficient and well-structured business transaction. Anderson Tax Advisory can quarterback the entire process from beginning to end or serve as another set of eyes on a deal that’s ready to sign.  

Ad Hoc Projects – with experience in many areas of accounting, both tax and otherwise, Anderson Tax Advisory is happy to help with your unique needs. If you need a stop-gap measure while you’re searching for the perfect candidate or simply want to outsource your quarterly tax estimate calculations, ATA is ready to fill in. If nothing else, we can work to get you in touch with an expert to solve your problem.