What We Do
Comprehensive Financial Services
From tax season to year-round financial strategy — Anchor Tax & Accounting delivers expert, personalized service for individuals and businesses of every size.
One Firm. Every Financial Need.
At Anchor Tax & Accounting, we believe financial clarity shouldn't be a luxury. Whether you're an individual navigating a complex return or a growing business in need of executive-level financial guidance, we bring the same level of care, precision, and expertise to every engagement.
Our team works year-round — not just at tax time — to ensure your finances are always in order and your goals are always in sight.
Individual & Business
Tax Preparation & Filing
Accurate, stress-free tax filing for individuals, families, and businesses of all sizes. We handle the complexity — deductions, credits, multi-state filings, and more — so you can file with confidence.
What's Included
- Individual & family tax returns (1040, schedules)
- Business returns (S-Corp, C-Corp, Partnership, LLC)
- Multi-state and out-of-state filings
- Prior year returns and amended filings
- IRS correspondence and audit support
Monthly & Quarterly
Bookkeeping & Accounting
Clean books, clear picture. We keep your financials organized, reconciled, and up to date so you always know where your business stands — and so tax season is never a scramble.
What's Included
- Monthly and quarterly bookkeeping
- Bank and credit card reconciliation
- Financial statement preparation (P&L, Balance Sheet)
- Accounts payable and receivable management
- QuickBooks and accounting software setup & support
Full-Service Payroll
Payroll Services
Timely, accurate payroll processing that keeps your team paid and your business compliant — every pay period, without the headache.
What's Included
- Weekly, bi-weekly, and semi-monthly payroll runs
- Direct deposit and pay stub delivery
- Payroll tax filings (941, 940, state & local)
- W-2 and 1099 preparation and filing
- New hire reporting and compliance
Proactive Strategy
Tax Planning & Consulting
Don't just react to your tax bill — plan ahead. We develop proactive strategies to minimize your tax burden and position your business for long-term financial success.
What's Included
- Year-round tax planning and projections
- Entity structure analysis and optimization
- Retirement and benefit plan strategies
- Capital gains and investment tax planning
- Business succession and exit planning
Financial Oversight
Virtual Controller
Expert financial oversight without the full-time cost. We manage your accounting operations, internal controls, and reporting so your numbers are always accurate and decision-ready.
What's Included
- Oversight of day-to-day accounting operations
- Internal controls review and implementation
- Month-end and year-end close management
- Financial reporting and variance analysis
- Audit preparation and liaison support
Strategic Leadership
Virtual CFO
Strategic financial leadership on demand. We provide cash flow forecasting, budgeting, growth planning, and executive-level guidance to help your business scale with confidence.
What's Included
- Cash flow forecasting and management
- Annual budgeting and financial modeling
- KPI development and performance dashboards
- Financing strategy and lender relations
- Growth planning and strategic advisory
Our Process
How We Work With You
A simple, transparent process from first call to ongoing partnership.
Free Consultation
We start with a no-pressure conversation to understand your needs, answer your questions, and determine the right services for your situation.
Custom Proposal
We put together a clear, transparent engagement plan — no hidden fees, no surprises. Just straightforward pricing and a defined scope of work.
Onboarding
We gather what we need, get your accounts set up, and hit the ground running. Our onboarding process is smooth and efficient.
Ongoing Partnership
We're not a once-a-year firm. We stay engaged, proactive, and available year-round so you always have a trusted financial partner in your corner.
Not sure which service is right for you?
Let's talk. Your first consultation is free and there's no obligation. We'll help you figure out exactly what you need.
Schedule a Free Consultation