Deviating from the norm - year round tax strategy and implementation.
As an entrepreneur, you know that every dollar counts. That's why strategic tax strategies can be the most important investment you make in your business.
Don’t settle for a tax planning process that just skims the surface. Think differently.
At Anomaly, we empower our clients to take control of their tax journey by providing a comprehensive review and planning process from the get-go. But we don’t stop there. Our team is dedicated to delivering high-impact and proactive tax strategies tailored to your unique situation.
Identify actionable tax strategies that apply to your unique situation
Seamlessly implement the tax strategy to your current system on the fly
Properly report the strategy on your tax returns
Don't settle for a tax planning process that just skims the surface. Think differently.
At Anomaly, we empower our clients to take control of their tax journey by providing a comprehensive review and planning process from the get-go.
But we don't stop there. Our team is dedicated to delivering high-impact and proactive tax strategies tailored to your unique situation.
Identify actionable tax strategies that apply to your unique situation
Seamlessly implement the tax strategy to your current system on the fly
Properly report the strategy on your tax returns
Say goodbye to the cookie-cutter, old school approach and embrace the power of customized tax planning with Anomaly.
You're the hero of your entrepreneurial tax story, and we're here to help you make the most of it.
Our award winning tax planning and advisory team knows how to leverage every available tax strategy to ensure you and your business pay the least amount of taxes allowable under the tax code.
When we prepare your tax return each year, we view it as the report card of how well we executed the plan.
Our Advanced Tax Strategy Advisory has delivered an average client ROI of 250%+, based on IRS-filed results across industries including technology startups, real estate investors, and digital services firms. Led by Greg O’Brien, named the #1 Tax Strategist in the United States in 2023, our strategies have been cited in leading publications like Forbes, Boston Magazine, Yahoo Finance & BiggerPockets.
1. Comprehensive Financial Review: A tax strategist begins by conducting a thorough analysis of your financial landscape. This includes reviewing income streams, expenses, investments, and significant transactions. The goal is to understand your unique situation and identify areas where tax efficiency can be improved.
2. Identifying Tax-Saving Opportunities: Armed with a deep understanding of tax law, tax strategists continuously seek out deductions, credits, and incentives that apply to your profile. They don’t just react to tax season—they anticipate it, ensuring that you take advantage of every legitimate opportunity to reduce your tax liability.
3. Developing and Implementing Tailored Tax Strategies: A tax strategist crafts a customized plan that fits your business or personal objectives. This plan may involve income deferral, timing of major purchases, or leveraging tax-advantaged accounts. Importantly, they work with you to seamlessly implement these strategies into your daily operations, making tax planning an integrated part of your financial management—not an afterthought.
4. Ongoing Monitoring and Adjustment: Tax laws and your financial situation can change quickly. A tax strategist monitors these changes throughout the year, adjusting your strategy as needed to keep you compliant and maximize savings. This proactive approach helps you avoid surprises and stay ahead of potential issues.
5. Accurate and Strategic Tax Reporting: Properly reporting tax strategies on your returns is essential. Tax strategists ensure that all documents are prepared accurately and in accordance with the latest regulations, reducing the risk of audits and penalties.
6. Client Education and Communication: A key part of a tax strategist’s role is to educate clients about the reasoning behind each strategy and the impact on their broader financial picture. They foster open communication, making themselves available for questions and regular check-ins—so you’re never left in the dark about your tax position.
Anomaly CPA goes beyond traditional tax planning by integrating year-round strategic planning and implementation, ensuring businesses maximize every tax opportunity with customized strategies. This approach led to Anomaly CPA being named the #1 Tax Strategist in the US in 2023 by the AICTC.
Business owners with consistent profits, real estate investors expanding their portfolios, high-growth startups planning for exits, and high-net-worth individuals are ideal candidates for Anomaly's tax planning services.
Clients of Anomaly CPA's tax planning services experience an average ROI of 250%, backed by a satisfaction guarantee, demonstrating the effectiveness of their strategic tax planning.
Tax strategy services at Anomaly CPA start with an investment from $4000 and an ongoing subscription starting at $400/month, focusing on building a partnership that includes strategy, implementation, and ongoing support.
With base level tax advisory subscriptions starting at $450/month + bookkeeping starting at $500/month, our engagements are relationship based, combining initial strategy, implementation and ongoing support. We work with our clients throughout the year to help them transform their business. Please answer the questions on the following page so we can determine if we are a mutual fit.
