We know that navigating the financial waters can be tough. Therefore we have a variety of ways that we can help you simplify the rough waves you encounter.
Tax Planning & Preparation-We offer strategic tax planning to help both businesses and individuals minimize their tax liability, as well as preparation and electronic filing of federal, state and local tax returns.
Accounting & Bookkeeping- We provide our clients with comprehensive bookkeeping and accounting services including setting up sound financial systems, budgeting, cash flow management, preparation of financial statements, and much more.
Wealth Management- We work with our clients to translate their visions and values into an integrated plan that encompasses:
Personal investment strategy
Estate and tax planning techniques
Maximizing financial opportunities
Financial Planning- Our financial planners help you:
Set realistic financial and personal goals.
Assess your current financial health by examining your assets, liabilities, income, insurance, taxes, investments and estate plan.
Develop a realistic, comprehensive plan to meet your financial goals by addressing financial weaknesses and building on financial strengths.
Put your plan into action and monitor its progress.
Stay on track to meet changing goals, personal circumstances, stages of your life, products, markets and tax laws.
Life & Long Term Care Insurance- Long-term care (LTC) insurance is important coverage that provides valuable support and financial resources that help cover the cost of long-term care you might need in the event of an illness, accident, or through the normal effects of aging. By helping to protect your assets, and giving you choice and control over where you receive care—including in your home—LTC insurance helps you and your family face the future with confidence.
Estate Planning- We help you come up with an estate plan that benefits you now and your heirs in the future.
IRS Representation- Unfiled returns, back taxes, and other IRS issues become less worrisome with Anchor Financial Services, CPA, PA on your side. After assessing your situation and reviewing your options, we’ll work directly with the IRS to find the best solution to your problems.
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