Business Details
35 Years
experience
Trusted Accounting Services for Businesses and Individuals
The Anderson Company was founded in 1991 to address the unmet needs of emerging growth businesses and their owners. Our team combines the expertise of former Big 4 accounting professionals with a commitment to accessible, client-focused service. We specialize in helping small and mid-sized businesses navigate complex tax landscapes while prioritizing financial security and growth. Our approach emphasizes clear communication, translating intricate tax strategies into plain English to empower informed decision-making. With decades of collective experience, we offer tailored solutions for tax compliance, strategic planning, and business development. Our services span federal and state tax preparation, multi-jurisdictional filings, entity structuring, and IRS representation.We serve both businesses and high-net-worth individuals, integrating tax planning with broader financial goals such as retirement strategies and stock option management. Our professionals bring diverse backgrounds from public accounting, corporate finance, and nonprofit sectors. Community engagement remains central to our values, with team members actively involved in local organizations and educational initiatives. We measure success through long-term client relationships and the tangible financial growth we help achieve.
Services
Tax Compliance
Tax Minimization Strategies
Multi-State Tax Returns
IRS Audit Representation
Entity Structure Selection
Retirement Planning
Stock Option Planning
Litigation Support
Pension Plan Consulting
Details
- Year established: 1991
Highlights and features
- We communicate complex tax strategies in plain English for clear understanding.
- Our team includes former Big 4 accounting professionals with decades of experience.
- We provide tailored solutions for both business growth and personal wealth management.
- Our services cover all 50 states with multi-jurisdictional tax expertise.
- We prioritize long-term client relationships over transactional interactions.
Services
Tax Compliance
We handle federal and all 50 states' tax compliance requirements for businesses and individuals. Our team ensures accurate preparation and timely filing of tax returns while identifying optimization opportunities. Clients benefit from our expertise in navigating complex regulatory environments across multiple jurisdictions.
Tax Minimization Strategies
Our strategic planning identifies legitimate tax reduction opportunities for businesses and high-net-worth individuals. We analyze financial situations to implement customized strategies that legally minimize tax liabilities while supporting long-term financial goals through proactive planning.
IRS Audit Representation
We provide expert representation during IRS audits, leveraging our deep understanding of tax code and procedures. Our team handles all communications and documentation requirements while developing defensible positions to protect client interests throughout the audit process.
Entity Structure Selection
We advise on optimal business structures including partnerships, C-corporations, S-corporations, and LLCs. Our recommendations consider tax implications, liability protection, and growth objectives to establish foundations for long-term business success.
Retirement Planning
Our tax-integrated retirement planning helps individuals maximize savings while minimizing tax exposure. We develop strategies that align with personal financial goals, considering pension plans, investment vehicles, and tax-efficient withdrawal approaches for sustainable retirement income.
People
John W. Anderson
Founder & CEO
Founded the firm in 1991 after recognizing underserved needs in emerging businesses. Combines Big 4 expertise with personalized service. Holds advanced tax education from Golden Gate University and UC Santa Barbara. Balances professional commitments with family time and ice hockey.
Christine Anderson
CFO
Brings Deloitte experience and corporate finance background to client advisory roles. Serves as firm CFO while maintaining hands-on client relationships. University of Washington graduate balances professional responsibilities with PTA involvement and fitness activities.
Carlos Gutierrez
Director of Tax Services
Manages tax compliance for businesses and individuals with 18+ years of public accounting experience. Focuses on clear communication of complex strategies. Active in community organizations and family-oriented activities while maintaining California State University educational credentials.
Giuliana Fanucchi Boyar
Director of Client Services
Leverages Big 4 experience to develop client relationships and manage firm operations. Known for direct communication style and holistic client approach. Cal Poly graduate balances professional responsibilities with family life and community engagement.
Jeff Fideler
Tax & Accounting Manager
Combines legal and financial expertise from UCLA and Creighton University. Provides tax solutions informed by diverse experience in academia, small business, and finance. Active in local community organizations and educational initiatives while managing complex client needs.
Questions
What accounting services do you offer for small businesses?
We provide comprehensive services including tax compliance, entity structuring, multi-state filings, audit representation, and strategic business advisory tailored to small and mid-sized enterprises.
How do you help individuals with tax planning?
We offer personalized tax strategies for high-net-worth individuals, including retirement planning, stock option management, and multi-state compliance to optimize financial outcomes.
What differentiates your firm from other accounting practices?
Our combination of Big 4 expertise with personalized service delivery, emphasis on plain-language communication, and holistic approach to client financial health sets us apart.
Do you handle IRS audit situations?
Yes, we provide full audit defense services including documentation preparation, IRS communication, and development of defensible positions to protect client interests during examinations.
How do you approach business entity selection?
We analyze tax implications, liability exposure, and growth objectives to recommend optimal structures like partnerships, S-corporations, or LLCs that align with long-term business goals.
