Anderson Business AdvisorsReviews of andersonadvisors.com

1 year with Anderson Business - Looking back on the past year, I'd say I am very impressed with the depth of knowledge on both the legal and tax side of Anderson Business. I am a "Titanium" member, which is the next tier up from "Platinum"; and consider either level that fits you best; well worth it! Anderson has created a number of entities for me, finalizing my trust, and have processed some of my business taxes, while working on personal and other taxes at the moment. I have visited their offices in Las Vegas earlier this year, to meet with one of the CPAs that I've had prior phone meetings with. The only reason I didn't give 5 stars, is because sometimes I've been lost in the shuffle. Meaning, I might have a call with a specific person, but then do not receive the follow up, or have a way to contact them to touch base. Part of this is my fault, as I didn't take note of first & last names, or request an email. Typically meetings are scheduled by assistants , who coordinated the legal or tax specialists schedules. To me, on one hand, this is understandable to be left hanging, with the huge numbers of clients they work with, it must be very difficult keeping every client up to date with followups. Every assistant has been very polite as well, via phone and email. Once I do have someone that is working with me on a specific topic; I've found them to be very professional and highly competent! My only suggestions to you, would be to keep good notes of the individual's name (first and last), along with their email address (if possible). Also monitor the time between when you have a call, and the expected turn around time for them to get back to you with answers, documents, or other items mentioned during your call. This is for the one on one calls and items associated with them, not the portal where you can submit questions (tax and legal). The portal turns around questions in a very reasonable amount of time. I have found between 1 day and 2 weeks to be the norm with portal questions. The amount of tax and legal knowledge they push out via YouTube, and even their internal private broadcasts is astonishing! Great information, but it is a lot if you tune into all of it. I'd suggest you do tune into as much as you can, to 1) get a feel for what the cover, and 2) so you'll have more knowledge on the legal and tax side, making your conversations with them more impactful for yourself and your businesses. If I had to do it over again, a year later - I would. Even for the price I paid for basically all the services, I'd do it again and say it is worth it. I'm looking forward to working with Anderson Business for years to come.

Awesome workshop! So far, my questions have been answered. I look forward to learning more from Anderson Business Advisors.

I have had a relationship with Anderson for at least 2 years now and have been able to rely on them for most of our accounting, legal, and tax needs. Most recently they have come to me in various ways to ensure that I am making the most of my Platinum membership which has completely excelled my relationship with them. Hope and intend to give them 5 stars by the end of 2021!

Anderson prepares my personal and my business tax returns for three entities (LLC, LP, and C-Corp). They provide assistance in maximizing the tax advantages that I receive from my corporate structures and understand the interaction between the entities in a way that most CPAs do not. They operate remotely using secure file upload and retrieval services, which is convenient and efficient. Their services are more expensive than other alternatives, but the investment is worth the cost because of the specialized nature of the services.