Andersen Tax

Executive Financial Consulting Services

We distinguish ourselves from our competition by providing top quality service in assisting you with formulating and implementing a financial plan that is customized to accommodate your individual needs. Our approach begins with an assessment of your personal resources and the development of goals to facilitate the planning process. Our experienced Andersen Tax professionals provide quality advice to assist you in creating and implementing your financial plan. In addition, we work with you to monitor and reassess your financial position to assure that your actions remain aligned with your goals.

Our specialists provide services such as:

  • Individual income tax planning
  • Estate and gift tax planning
  • Charitable giving strategies
  • Assistance with IRS or state tax audits
  • Compensation and benefits planning including deferred compensation strategies and non-qualified deferred compensation implications as well as stock option strategies
  • International tax and estate planning for expatriate U.S. citizens and foreign nationals
  • Family office and private accounting services
  • Insurance planning and risk management, including split-dollar arrangements
  • Investment planning including diversification strategies, and ongoing investment consulting services
  • Preparation of budgets and cash-flow management
  • Retirement planning