At Chuck Anderson Accounting and Financial Planning Services, we have been helping individuals, families, local businesses, startups, and enterprise clients successfully manage their accounting, bookkeeping, tax preparation, and financial planning for over 25 years. We are a full-service accounting and tax firm, which means we can take care of all of your financial needs in one place. Our professi
onals are diligent about staying up-to-date with all the latest news and practices so you can feel confident about our financial advice and services. We’ll give you appropriate, straight-forward solutions to any situation you might encounter – large or small. Chuck Anderson, the founder and owner of Chuck Anderson Accounting, has over 30 years of financial experience. He prides himself on adhering to the strict professional principles expected of a CFP and CPA: integrity, objectivity, competence, fairness, confidentiality, professionalism, and diligence. His professional credentials include:
-BS in Accounting from Northern Illinois University
-MBA from USC
-Certified Public Accounting – CPA
-Certified Financial Planner – CFP
-Insurance Agent security licenses 6, 7, 63, & 65
Our full-service tax and accounting firm provides services for clients in all industries and of all sizes. Some of our services include:
Tax Services
-Tax planning and advice
-Preparation of payroll, sales, and business tax returns
-Review or prep of personal, business and trust tax returns
-IRS and Franchise Tax Board representation
Financial Planning Services
-Retirement planning, including 401Ks
-IRAs and rollover help
-Insurance planning
-College planning
-Short- and long-term investment advice
Accounting
-Financial statement preparation
-Accounting system set up for small businesses and start-ups
-Bookkeeping services for local businesses
-Quickbooks consulting
-Payroll services
-Quarterly and annual personal and business tax returns
-Auditing
Our mission is to establish a compatible working relationship while eliminating delays and promoting cost savings. If you are looking for a knowledgeable local financial firm for accounting advice or services, drop by our office or call us today to set up an appointment.
