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Anderson Financial Services

Anderson Financial Services

Reviews Summary

Anderson Financial Services receives overwhelmingly positive reviews for their expertise, professionalism, and personalized care, with many clients praising their decades-long satisfaction. Customers highlight their deep tax knowledge, up-to-date understanding of tax laws, and ability to maximize returns. The team is described as friendly, trustworthy, and treating clients like family. A few negative reviews mention occasional rudeness or unhelpful service, but the vast majority emphasize consistent, reliable, and stress-free experiences, often saving clients significant money. Long-term loyalty is a common theme, with many clients returning for 20+ years.

About This Listing

Bookkeeping
Accounting
Business Consulting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Outsourced Accounting
Small Businesses
Individual Taxpayers
QuickBooks

Who Can Work with a CPA?

Individuals seeking tax prep, retirement planning, or financial advice
Small business owners needing bookkeeping, payroll, or tax compliance
Freelancers and contractors with 1099 income or complex returns
Couples planning finances together or managing joint returns
Investors with capital gains or rental property income
Anyone looking for year-round financial guidance and peace of mind

*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*

First-Time Clients

If this is your first time working with a CPA, don’t worry — most professionals offer a free consultation and will walk you through what to expect. You may be asked to complete an intake form, share financial documents, or set clear goals for your session.

What to Know Upfront:

Documentation Bring your most recent tax returns, income details, and any financial concerns
Availability Appointments fill up quickly during tax season — book early if possible

*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*

What to Bring

Government-issued ID for verification
Tax documents (W-2s, 1099s, investment summaries, etc.)
Receipts or logs for deductible expenses, donations, or mileage

*Tip: Organize your documents in advance to save time and ensure accuracy.*

Preparing for Your Appointment

Write down any financial goals or questions in advance
Check if your CPA offers virtual sessions or document uploads
Bring a notebook or use a notes app for key takeaways
Know your deadlines for filing, payments, or compliance

*Note: Preparation helps you make the most of your CPA’s expertise.*

How to Get Started

Use our directory to find highly reviewed CPAs near you. Reach out directly to schedule your consultation.

Other Helpful Info

Many CPAs offer both in-person and remote consultations
Fees may be flat-rate, hourly, or based on service complexity
Some CPAs specialize in industries like healthcare, real estate, or tech
Check for client reviews and credentials (CPA license, EA, etc.)

*Note: Every CPA is different — take time to find one who fits your goals and style.*

Features

Bookkeeping
Accounting
Business Consulting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Outsourced Accounting
Small Businesses
Individual Taxpayers
QuickBooks

Contact Information

Address

33650 Groesbeck Hwy

Fraser, Michigan 48026

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 9AM-4PM
Tuesday 9AM-4PM
Wednesday 9AM-4PM
Thursday 9AM-4PM
Friday Closed
Saturday Closed

Customer Reviews

I have been going to Anderson financial for Many years. Everyone there is very personable and exceptional. Stephanie has done a awesome job every year doing my business taxes, she always makes it easy and stress free for me. The owner Cathy did a great job for me this year doing my personal taxes, her expertise and knowledge of all the new tax deductions and information saved me alot of money. I appreciate the entire team there. Highly recommend that you check them out, you will be glad you did.

Anderson, financial services has done a very good job for my wife and me for close to 40 years. Kathy takes her job very serious, her goal is to get everything you deserve coming back on your return. I would recommend Anderson financial service for all of your accounting and tax needs. Kathy keeps up with all of the new tax code and using them to your advantage.

Cathy Anderson is a friendly, knowledgeable accountant, and we enjoy working with her. She always goes over and beyond to help us with the information required to file our tax return properly. We have worked with Anderson Financial for over twenty years, and they have saved us hundreds of dollars, due to their expertise in the fieled.

Cathy has been doing our personal and business taxes for the last 25 years. She has saved us thousands of dollars in our business. She takes care of our business like it was her own. Even after moving out of state, it has been stress free. It has mostly been done via the internet, but it is a blessing when we do have time to chat. Thanks, Cathy, for being our biggest cheer leader.

We have worked with Anderson Financial for many years. We started with just our personal taxes. Then we started a business and Anderson Financial did those taxes also. Cathy keeps current with all new tax laws. Everyone who works there are very kind and caring. They save us money and make us feel like family. Thank you Anderson Financial!!

I have been a client over 30 years with Cathy Anderson. I have been extremely satisfied and found her to be very professional, knowledgeable, up to date on the newest tax laws, as well as being very reasonable on the rates she charges for all this. I would recommend her to anyone.

Having been a client of Cathy Anderson for more than forty years, we have always felt secure with her work. She keeps herself and her staff up to date on changes to the tax and accounting regulations. She is truly five star. Tom F. and Tom T.

When Uncle Sam wants to take more of your money and you are a tax virgin or have no idea why he sent you a letter saying you owe money, Anderson Financial Services is the place to go. They make Uncle Sam look like the black sheep of the family, and that's exactly how they treat you. Like Family. I was so frustrated when the IRS contacted me by mail saying I owe them thousands of dollars and that they would put a lean on my house, bank accounts etc. Anderson Financial Services put me at ease right away. The

I cannot say enough about the service I have received from Cathy and the entire staff at Anderson Financial. I have been a client for over thirty years. Good, honest, service and advice for a fair price!!

I've been with Anderson Financial for a while now and really appreciate the thoroughness and professionalism they show. Cathy also is a great resource for financial advice all year long, not just at tax time.

An excellent Financial Service. I have been with Anderson for 40 years n will continue to use their services. 5 STAR RATING Joe feels the same way. 5 star rating...thank you

My tax professionals for more than 25 years. Sophie is my usual consultant, in the event Sophie is not available, Ken has always taken care of ANY issue I've had. Support group and administrative staff also very much appreciated as well. I would not go anywhere else! THank you!

I have been going to Anderson Financial for years and am totally satisfied with with the expertise of their service. I have referred many people to them and they share my opinion that Anderson Financial?s rating is FIVE STAR!!!!!

Cathy Anderson prepared my taxes for Year?s and she is always pleasant, knowledgeable and great at preparing taxes. Thank you, Cathy!!!

They are rude and will harass you about mortgage protection

Anderson Financial is the most professional, accurate and knowledgeable financial firm I have ever dealt with, you can't go wrong with Anderson

Cathy and her team are the best! We have worked with them for over 20 years... outstanding work!

I've been going and bringing people here for years and they wouldn't even help me to print out one of my documents that was a PDF on a thumb drive when I was unable to print it. Won't be coming back.

Very thorough ,very experienced, friendly very trusting to do the job an not have to worry about it being done right .Highly recommended

Great financial service. I have been doing business with this service for many years.

Frequently Asked Questions

What qualifications should I look for in a CPA?

Look for a Certified Public Accountant (CPA) license, which ensures they’ve passed rigorous exams and meet state requirements. Check for relevant experience in your industry, additional certifications like CFA or CMA, and membership in professional organizations like the AICPA. Verify their credentials through state licensing boards.

How do I find a CPA in my area?

Use online directories like the AICPA, CPAverify, or state CPA societies. Search platforms like Yelp or Google for local CPAs with reviews. Ask for referrals from business associates, friends, or financial advisors. Local chambers of commerce can also provide recommendations.

What’s the difference between a CPA and an accountant?

A CPA is a licensed professional who has passed the CPA exam and met state requirements for education and experience. An accountant may lack this certification and could have varying levels of expertise. For complex tasks like tax audits or financial reporting, a CPA is typically more qualified.

How do I know if a CPA specializes in my needs?

Ask about their experience with your specific financial needs, such as tax preparation, small business accounting, or estate planning. Review their website or LinkedIn for case studies or client testimonials. Inquire about their client base to ensure they handle similar financial situations.

Should I check a CPA’s reviews before hiring?

Yes, reviews provide insight into a CPA’s reliability, communication, and performance. Check platforms like Google, Yelp, or the Better Business Bureau for client feedback. Look for patterns in reviews, but verify their authenticity, as some may be biased or outdated.

How can I verify a CPA’s license?

Visit your state’s Board of Accountancy website or use CPAverify.org to check a CPA’s license status. Confirm their license is active and check for any disciplinary actions or complaints. This ensures they’re in good standing and meet professional standards.

What questions should I ask during a CPA consultation?

Ask about their experience with your financial needs, fee structure, availability, and communication style. Inquire how they handle tax filings, audits, or financial planning. Ask for references or examples of similar work to assess their expertise and fit.

How much should I expect to pay for a CPA’s services?

Fees vary based on location, services, and complexity. Basic tax preparation may cost $150-$500, while business accounting or audits can range from $1,000 to $10,000+. Request a detailed fee structure upfront and compare quotes from multiple CPAs.

Can I work with a CPA remotely?

Yes, many CPAs offer remote services through secure online platforms for document sharing and virtual consultations. Ensure they use encrypted tools for data security. Remote CPAs can be effective if they understand your local tax laws or business regulations.

How do I assess a CPA’s communication skills?

During consultations, evaluate their ability to explain complex financial concepts clearly. Ask sample questions about taxes or financial strategies and note their responsiveness and clarity. Good communication ensures you understand their advice and fosters a productive relationship.

What red flags should I watch for when screening a CPA?

Beware of CPAs who guarantee specific tax refunds, lack a valid license, or have disciplinary actions on record. Avoid those with poor communication, vague fee structures, or negative reviews highlighting unethical behavior. Always verify their credentials independently.

Should I choose a CPA from a large firm or a solo practitioner?

Large firms offer more resources and specialized teams but may charge higher fees. Solo practitioners often provide personalized service and lower costs but may have limited availability. Choose based on your needs, budget, and preference for personalized attention.

How often should I meet with my CPA?

For individuals, annual meetings for tax preparation may suffice. Businesses may need quarterly or monthly check-ins for bookkeeping, tax planning, or financial reporting. Discuss your needs upfront to establish a meeting schedule that aligns with your financial goals.

Can a CPA help with both personal and business finances?

Yes, many CPAs handle both, but confirm their expertise in both areas. Ask about their experience managing personal taxes and business accounting simultaneously. Ensure they can balance both without compromising attention to your specific financial needs.

What should I do if I’m not satisfied with my CPA?

Discuss concerns directly with your CPA to resolve issues. If unresolved, check your contract for termination terms. Seek a new CPA by researching reviews, credentials, and referrals. Request your financial records to ensure a smooth transition to a new professional.

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