Virtual CPA and Tax Strategy Services

Strategic tax planning and CPA advisory to strengthen your financial foundation and support sustainable business growth.

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our solutions

Unique accounting solutions through a proven method.

Cloud Accounting

Take control of your finances and take your business to the next level with our customized solutions.

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Tax Strategy

Maximize your potential with our tax strategies. Let us help you build the foundation for your success today.

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Our Impact

Our typical client has a high growth mindset and is on the cutting edge of developing new technologies, products or services.

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Our team

Meet our agile and proactive virtual CPA team.

Get the edge you need with our proactive team of tax strategists and accounting advisors. We help you keep more of what you earn and provide valuable insight into your business performance.

Greg O’Brien, CPA, CTS

Co-CEO

John Malone, JD, CTC

Co-CEO

Benjamin Irvin, CPA

Operations Specialist

Jennifer Hughes, CPA

Director of Accounting

Michelle Vest, CPA

Director of Quality Control & Advisory

Byron Critides

Director of Innovation

Kim Phillips

Accounting Project Manager

Molly Perrick

Operations Manager

Monica Xiaoyu Zhao, CPA

Accounting Project Manager

Tom Farrow, CPA

Director of Operations

Jasmine Brock

Tax Project Manager

Blake Worley, CPA

Tax Project Manager

Lindsay Pastorino, SHRM-CP

Client Experience & People Operations Lead

Facundo Ross

Senior Accountant

Maurice Limsiaco

Accounting Associate

Fhrea Yabut, J.D., PMP

Implementation Specialist

Hillel Colonia

Accounting Associate

John Paul Maxwell, CPA

Senior Accountant

Clarissa Burgos

Accounting Associate

Carizza Joy Moleño

Accounting Associate

Annette Bernier

Sales Development Representative

Katie Milton

Accounting Project Manager

Irene Nelson

Accounting Project Manager

Jennifer Morales, EA

Tax Project Manager

Javier Del Rio

Senior Accountant

Jun Sung Lee, CPA, EA

Sr. Tax Project Manager

Carl Custer

Tax Project Manager

Alfredo Tortolero

Tax Associate

Ina Serani

Tax Project Manager

READ OUR BOOK

"Thinking Outside The Tax Box"

This book offers groundbreaking methods to slash your tax bills. Take advantage of the chance to keep more of your hear-earned money through strategic tax planning.

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OUR DIFFERENTIATORS

Stay on the cutting edge
with AnomalyCPA's expertise.

There before you need us.

Stay one step ahead of your growth with our forward thinking approach.

Innovators by nature.

Gain a competitive advantage withour focus on cutting edgetechnologies.

Partners in growth.

As your strategic partner, we seamlessly integrate into your team to drive your success.

our clients say

Anomaly CPA's client
victories in the spotlight

Innovative business owners and investors across the globe benefit from our unique tax strategy and cloud accounting experience allowing them to stay ahead of the curve.

CLIENT SPOTLIGHT

"Anomaly helped me out with starting my own business. I could tell right away that they were extremely knowledgeable and passionate about helping their clients navigate the complex world of taxes and creating effective strategies to reach their goals."

Mark Perlberg
CLIENT SPOTLIGHT

"I would recommend Anomaly to anyone. They have been an extremely valuable asset to our business and acts as an extension of our team. We began working with Anomaly almost 2 years ago and it was a great decision. They are extremely responsive and I would highly recommend their services to anyone."

Dan Bresciani
CLIENT SPOTLIGHT

"Anomaly provides a professional and tailored approach to achieve the desired outcome for clients and we couldn’t be happier with the quality of his services. They've helped us manage through the first year of our new company and taken the stress out of dealing with multiple vendors, agencies and tax authorities making year one seamless for our business. We look forward to another successful year and would highly recommend their services!"

Jay Carlington
CLIENT SPOTLIGHT

"Anomaly, has been INSTRUMENTAL to the success of our start-up business. Their knowledge, expertise, and due diligence in the accounting field gives us the confidence that our books will always be in good hands as we continue to focus on other pertinent business matters. I would recommend Anomaly to anyone looking for a fantastic service on a budget! Thank you for being awesome!"

Brian Megill | Host Events Inc.
CLIENT SPOTLIGHT

Nexus Family Chiropractic
CLIENT SPOTLIGHT

John Guilfoil Public Relations
CLIENT SPOTLIGHT

Wade Critides | Lifestyle Entrepreneur
CLIENT SPOTLIGHT

Loco Coffee
CLIENT SPOTLIGHT

C.Kay International
resources

Resource Central: AnomalyCPA's
Wealth of Knowledge

Businesses that defy conventions shouldn’t be stuck with a conventional approach to taxes.

Tech Careers and Money Talk

A leading podcast for tech entrepreneurs and high net worth tech executives

Bitlift Podcast

Interested in a deep dive in crypto tax strategies and building tax-free wealth? Check out this podcast!

Getting Magnetic with Sandy & Wade

Getting Magnetic with Sandy & Wade

Entrepreneurs on Fire

Check our our Co-CEO on one of the country's leading podcasts!

Golden Hours Podcast

Go deep with Greg O'Brien, CPA on the power of working with a tax strategist! An old but good podcast episode.

The Secret to Selling Your Startup Sooner (QSBS 2025)

The Overlooked Section 41 R&D Tax Strategy

What Every Business Owner Needs to Know About Estimated Taxes

What’s Really Killing Your Profits?

The Hard Truth About Growth

Your Tax Strategy Needs Fixing

The 183-Day Myth Busted

Dave Ramsey Rejects $1 Billion?

Why take a $0 Salary?

How do NFL Players get Taxed in Europe?

How NFL Players' Taxes Work

Never Incorporate in Delaware?

Avoiding $1 Million in Taxes

Why Corporate Transparency Act?

Lessons from the top 20 Tax Court Cases

Shohei Ohtani's Marketing Genius?

IRS Commissioner: The White House

Jeff Bezos's Tax Hack

Real Estate Tax Alert

Audit Alert: Cryptocurrency

W2 Withholding Issue

Unlock Tax-Free Wealth with ATM Investments!

Trump's Tax Secrets: Tax-Free Wealth & Real Estate Strategies

Paycheck Protection Program FAQs and Overview

Inflation Hedge Opportunity - I Series Bonds

Pass Through Entity (PTE) Level Tax

Rent Your Personal Property To Your Business And Save $$$ On Tax

Breaking News for Business Owners: Inflation Reduction Act 2022 Signed This Week

Alternative Asset Series: Advanced Real Estate Tax Strategies Part 2

Learn Infinite Banking with Barry Brooksby

$5000 Tax Credit Is Waiting For You Under IRC 44

Crypto, NFT, and Other Similar Losses? Your Step By Step Guide

Black Friday Sale! Huge Discount on Taxes.

Have You Been Ignoring Your Balance Sheet Throughout The Year?

Wanna Know Your Customer Lifetime Value (CLV)?

Customer Acquisition Cost (CAC) vs. Customer Lifetime Value (CLV) - How To Compare Them

Earn an extra $1000 Via the Backdoor Roth IRA

Breaking it Down: 6 Key Takeaways from Trump's 2015 Tax Returns

Travel More, Save More! Unlocking the Potential of Travel Deductions

Audit Survival Kit: The Basics You Need to Know

Entity Structure 101: Protect Your Business Now

Transform Your Business's Future with USDA and OneRD Funding