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Assessment & Advisory
Advanced Tax Planning
Core
Compliance Focused
Concierge
Strategy Focused
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VIP
Custom Focus
Core
Concierge
FAQs
Common Questions About Strategic Tax Planning
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.
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.
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.
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).
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.