Business Details
Expert Accounting & Tax Services in Severna Park, MD
Anchor CPA Group is a boutique accounting firm dedicated to providing personalized financial solutions for individuals and businesses. With decades of combined experience, our team of certified professionals specializes in tax preparation, financial planning, and strategic accounting services. We prioritize client relationships, treating each client like family while delivering expert guidance tailored to their unique needs. Our commitment to excellence is reflected in our deep understanding of complex tax regulations and financial management practices. We serve clients locally in the Maryland and Washington D.C. area, as well as across the United States, offering both in-person and virtual consultations.Our mission is to simplify financial complexities, maximize tax savings, and build long-term partnerships grounded in trust and integrity. By staying ahead of industry trends and leveraging advanced tools, we ensure our clients receive accurate, efficient, and forward-thinking financial advice. Your success is our priority, and we are dedicated to navigating you toward a prosperous financial future.
Services
Tax Preparation
Financial Planning
Bookkeeping
Payroll Services
Audit Defense
Tax Planning
Corporate Accounting
Retirement Planning
Tax Projections
Individual Tax Services
Highlights and features
- We have over 50 years of combined public accounting experience.
- Our team includes CPAs trusted by thousands in the Maryland/D.C. area.
- We offer tailored solutions for individuals and businesses of all sizes.
- We provide comprehensive audit defense and tax planning strategies.
- Our client-first approach treats every client like a valued family member.
Services
Tax Preparation
Our tax preparation services ensure accurate and efficient filing for individuals and businesses. We specialize in navigating complex tax codes to maximize savings while maintaining compliance. Our team stays updated on evolving regulations to provide reliable, error-free returns tailored to your financial situation.
Financial Planning
We create customized financial plans to secure your long-term goals. Our strategies address retirement, investments, and risk management, combining personalized advice with industry-leading tools. We help clients build sustainable financial futures through proactive planning and expert guidance.
Bookkeeping
Our comprehensive bookkeeping services maintain precise financial records for businesses. We streamline processes to ensure accurate tracking of income, expenses, and payroll. This foundational service supports informed decision-making and simplifies tax preparation and financial reporting.
Payroll Services
We simplify payroll processing with timely and accurate management of employee compensation. Our services include tax withholding calculations, direct deposits, and compliance with federal and state regulations. This ensures businesses meet obligations while minimizing administrative burdens.
Audit Defense
Our audit defense services provide expert representation during IRS or state audits. We prepare documentation, communicate with authorities, and advocate for fair outcomes. Our proactive approach minimizes risks and ensures clients are prepared for potential audits.
People
Lisa Cox
CPA, MST
Lisa has over 24 years of public accounting experience. She graduated from the University of Richmond with a degree in Accounting and earned her Masters in Taxation from American University. Lisa specializes in tax planning and consulting for small to mid-sized businesses.
Jennifer Perlin
CPA
Jennifer has over 26 years of experience in public accounting. She graduated from the University of Maryland with a degree in Accounting and specializes in tax preparation and financial consulting for family-owned businesses and individuals.
Questions
What accounting services do you offer for small businesses?
We provide tailored accounting services including bookkeeping, tax preparation, payroll management, and financial planning for small businesses.
How can you help with tax planning?
Our tax planning services include strategic projections, liability minimization, and compliance strategies to optimize your financial outcomes.
Do you offer virtual consultations?
Yes, we serve clients nationwide through virtual consultations while offering in-person meetings for local Maryland and D.C. clients.
What sets your firm apart from others?
Our personalized approach, decades of experience, and commitment to treating clients like family differentiate us from other accounting firms.
How do you handle audit defense?
We provide comprehensive audit defense by preparing documentation, representing clients during audits, and ensuring compliance with tax regulations.
