Business Details
Certified Public Accountants in Humboldt, Iowa
T P Anderson is a full-service accounting firm dedicated to delivering personalized financial solutions to individuals, businesses, and organizations in Humboldt, Iowa. With decades of combined experience, our team of certified professionals specializes in tax planning, audit services, QuickBooks support, payroll management, and estate planning. We prioritize client relationships, combining technical expertise with a commitment to transparency and ethical standards. Our services are designed to simplify complex financial matters while ensuring compliance with evolving regulations. We serve small to mid-sized businesses, governmental entities, and non-profits, offering tailored strategies to meet unique needs.Backed by certifications including CPA and Certified ProAdvisor designations, we maintain affiliations with leading industry organizations like the AICPA. Our focus on continuous education ensures clients benefit from up-to-date insights and innovative solutions. By handling intricate accounting tasks, we empower clients to concentrate on core operations and long-term growth. Our community involvement reflects our dedication to local economic development and client-centric service. Whether assisting with tax disputes, business valuations, or financial planning, we strive to build trust through reliability and measurable results.
Services
Tax Preparation
Estate Planning
QuickBooks Setup
Payroll Services
IRS Audit Representation
Business Valuation
Internal Controls
Non-Profit Accounting
Strategic Planning
Cash Flow Management
Highlights and features
- We offer 20+ years of combined experience in tax and accounting services.
- Our team includes CPA-certified professionals with specialized expertise in audits and compliance.
- We provide tailored QuickBooks setup and training for small businesses.
- Our client-centric approach ensures transparent communication and customized financial strategies.
- We maintain active memberships in leading industry organizations like the AICPA.
Associations and certifications
- Certified Public Accountant (CPA)
- American Institute of Certified Public Accountants (AICPA)
- Certified ProAdvisor
Services
Tax Preparation
Our tax preparation service ensures accurate and compliant income tax filings for individuals and businesses. We identify eligible deductions and credits while minimizing audit risks. Clients receive strategic withholding adjustments and future tax planning recommendations.
Estate Planning
We create customized estate plans to protect assets, minimize probate costs, and facilitate smooth wealth transfer. Services include wills, trusts, and tax-efficient inheritance strategies tailored to family dynamics and financial goals.
QuickBooks Setup
Our QuickBooks implementation includes customized chart of accounts, transaction entry, and staff training. We ensure accurate financial tracking from day one while providing ongoing technical support and monthly data reviews.
Payroll Services
We handle payroll processing, tax filings, and regulatory reporting for businesses of all sizes. Options include full-service payroll, after-the-fact processing, and online self-service platforms with expert support.
IRS Audit Representation
Our CPAs represent clients during IRS audits, managing all documentation and communication. We advocate for fair treatment while protecting client interests through proven strategies to resolve tax disputes efficiently.
People
Tim McCartan
Partner
CPA with 20+ years of experience specializing in tax planning, audits, and business consulting. Active in local community organizations and accounting advisory boards.
Aaron Olson
Partner
Summa cum laude graduate offering expertise in financial audits and tax compliance. Recognized as an outstanding young CPA with extensive nonprofit sector experience.
Abby Schreck
Partner
Former RSM US LLP tax manager with specialization in high-net-worth individual and business entity tax strategies. Recipient of university academic excellence awards.
Joe Pena
Audit Manager
Manages financial statement audits and federal program reviews while providing corporate tax preparation services. Focuses on accuracy and regulatory compliance.
Michelle Bormann
Payroll Specialist
Expert in QuickBooks and accounting software with 15 years of experience handling bookkeeping, payroll processing, and financial statement compilations for diverse industries.
Questions
What accounting services do you offer for small businesses?
We provide tax preparation, QuickBooks setup, payroll processing, financial statement audits, and business consulting tailored to small enterprises.
Can you help with IRS audit representation?
Yes, our CPAs handle all aspects of IRS audit defense, including documentation preparation and direct communication with tax authorities.
Do you offer QuickBooks training for business owners?
We provide comprehensive QuickBooks setup, training, and ongoing support to ensure efficient financial management for your business.
What estate planning services are available?
Our services include wills, trusts, tax minimization strategies, and probate avoidance planning to protect your assets and legacy.
Are your accounting consultations free?
We offer complimentary initial consultations to discuss your specific accounting needs and service options.
How do you handle payroll tax compliance?
We manage federal/state tax filings, EFTPS deposits, and generate required reports like W-2s and 1099s to ensure full compliance.
