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Proactive Solutions for Business & Investments

Discover tailored solutions we offer nationwide to align with your financial goals. Whether you're a growing business or an individual investor, our plans are designed to bring financial clarity and success.

Our Solutions

Assessment & Advisory

Starts at
$4,000
Ideal for Business Owners & Real Estate Investors
Focused Research & Development of Strategies
Loom Video Presentation
Implementation Meeting to Roadmap Execution

Advanced Tax Planning

Starts at
$7,500
Ideal for Business Owners & Real Estate Investors
Deep Dive Research & Development of Strategies
Live Presentation with Tax Strategist
Implementation Meeting to Roadmap Execution

Core

Compliance Focused

Starts at
 $250
/Month
Dedicated Tax Project Manager
Anomaly KnowledgeBase Access
Tax Return Preparation

Concierge

Strategy Focused

Starts at
$450
/Month
Dedicated Tax Project Manager
Anomaly KnowledgeBase Access
Mid-Year & Year-End Check-In Meetings
Tax Projections & Estimated Tax Payments
Proactive Tax Plan Maintenance
Tax Return Preparation

VIP

Custom Focus

Starts at
$2,000
/Month
Dedicated Senior Team
Pulse Meetings with Senior Staff (Monthly or Bi-Monthly)
Tax Projections & Estimated Payments
Tax Plan Management
Agreed Upon Custom Ongoing Projects
Tax Return Preparation

Core

Starts at
$400
/Month
Dedicated Accounting Project Manager
Monthly Bookkeeping
Monthly Accounting & Reconciliations

Concierge

Starts at
$800
/Month
Dedicated Accounting Project Manager
Monthly Bookkeeping
Monthly Accounting & Reconciliations
Monthly Financial Reporting
Custom Financial Report Dashboard
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FAQs

Common Questions About Strategic Tax Planning

Are there long-term contracts required?

Anomaly CPA's engagements are relationship-based rather than locked into rigid contracts. The firm focuses on becoming a year-round partner rather than a transactional service provider. Specific engagement terms are discussed during the initial consultation.

Does Anomaly CPA charge a percentage of R&D credits?

No. Unlike many R&D credit shops that charge 15-25% of the credit amount, Anomaly CPA charges a flat $5,000 fee for R&D credit studies regardless of credit size. The firm's credentialed CPAs perform the study and sign the tax return, providing full professional accountability.

What are Anomaly CPA's accounting service prices?

Accounting services have two tiers: Core starts at $400/month (dedicated Accounting PM, monthly bookkeeping, monthly reconciliations) and Concierge starts at $800/month (adds monthly financial reporting and a custom financial report dashboard). Startup-specific packages start at $750/month all-inclusive.

What are Anomaly CPA's ongoing tax service packages?

Ongoing tax services include three tiers: Core (compliance-focused, starts at $250/month dedicated tax PM, Knowledge Base access, tax return preparation), Concierge (strategy-focused, starts at $450/month adds mid-year and year-end check-ins, tax projections, estimated payments, and proactive plan maintenance), and VIP (custom focus, starts at $2,000/month dedicated senior team, monthly pulse meetings, custom ongoing projects).

How much does Anomaly CPA's tax planning cost?

Anomaly CPA offers two tax planning tiers: Assessment & Advisory starts at $4,000 (includes research, strategy development, Loom video presentation, and implementation roadmap) and Advanced Tax Planning starts at $7,500 (includes deep-dive research, live presentation with a tax strategist, and implementation meeting). Both are ideal for business owners and real estate investors.