Professional Tax, Business & Estate Services You Can Trust
Our team of Enrolled Agents and Certified Public Accountants provide comprehensive tax preparation, planning and representation for individuals, businesses, estates, and trusts nationwide. In addition to comprehensive tax services we also offer:
- Bookkeeping
- Consulting for business owners
- Professional fiduciary services for trusts and estates
- Divorce financial analysis
- Estate plan design and document preparation services
Beyond Tax Preparation
Accurate Tax Preparation and Planning is Just the Beginning
Our team of highly credentialed professionals offer additional specialized services:
Bookkeeping & Business Consulting
Broad range of bookkeeping and consulting services for businesses and business owners such as succession planning, entity selection, and workplace retirement plan design.
Estate Design & Document Preparation Services
We help design your estate plan and through attorney partnerships, we facilitate document drafting and implementation including living trusts, wills, financial power of attorney, and health care directives.
Divorce Financial Analysis
Our team of Certified Divorce Financial Analysts helps individuals make informed, confident decisions during one of life’s most difficult transitions. Our role is to ensure you understand the short-term and long-term financial and tax impact of every choice you make during the divorce process.
Professional Fiduciary Services
As licensed professional fiduciaries, we can serve as trustee, executor or conservator of trusts or estates who might need an independent fiduciary. In addition to serving as a fiduciary, we can provide estate and trust administrative services. Having a professional fiduciary can ensure that your wishes and legacy are carried out as intended.
Working with Us
Fee Structure
Clear Pricing You Can Count On
Fees for Anchor Bay Tax & Consulting services are based on the complexity of your situation and quoted in advance. We believe in transparent pricing with no surprise bills. During your initial consultation, we’ll review your situation and provide a clear fee quote for preparation services.
Our Team of Experts
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Blake Pinyan, CFP®, EA
Senior Financial Planner and Tax Manager
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Jim Allen, CFP®, CDFA®, EA
Senior Financial Planner
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Cory Large, CRTP
Wealth Strategist and Tax Specialist
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Robert Nathan, CFP®
Financial Planner and Tax Preparer
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Perry Engel, CPA
Independent Preparer
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Al Shifberg-Mencher, EA
Senior Preparer
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Charlotte Han, CPA, EA
Independent Preparer
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Kerrie Clark
Client Relationship Associate
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Quan Tran
Financial Planning Associate
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Christine McGowan, MBA
Independent Bookkeeper
More Than Tax Preparation
Did You Know We Also Provide Comprehensive Financial Planning?
Many of our tax clients also work with us for financial planning and investment management services. When we prepare your taxes and manage your investments, we can coordinate strategies throughout the year to help improve tax efficiency and possibly lower costs.
There’s absolutely no pressure to add these services. We’re here to prepare accurate tax returns regardless of whether you choose to work with us in other areas. But if you’re curious about how coordinated planning might work for your situation, we’re happy to have that conversation when you’re ready.
Access Your Tax
Documents Anytime
Use our secure tax portal to upload documents, review your return, track preparation status, and communicate with our tax team throughout the year.
Ready to Work with Tax
Professionals You Can Trust?
Contact us to schedule your tax preparation appointment or discuss business consulting needs.