Anthem Tax Services

Anthem Tax Services

Reviews Summary

Most reviews praise Anthem Tax Services for professionalism, transparency, and compassionate assistance, with many highlighting specific employees' expertise and honesty in resolving tax issues. Customers appreciate clear communication, tailored solutions, and ethical guidance—even when services weren't needed. However, a few negative reviews cite poor customer service, high fees, and unmet expectations regarding IRS negotiations. The majority express confidence and gratitude for the support received.

About This Listing

Tax Preparation
Tax Planning
IRS Representation
Financial Advisory

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

Tax Preparation
Tax Planning
IRS Representation
Financial Advisory

Contact Information

Address

21600 Oxnard St #1200

Woodland Hills, California 91367

Hours

Sunday Closed
Monday 6AM-6PM
Tuesday 6AM-6PM
Wednesday 6AM-6PM
Thursday 6AM-6PM
Friday 6AM-6PM
Saturday 8AM-2PM

Customer Reviews

Brooke Allen- We recently started working with Anthem Tax Services. Alex Z has been absolutely wonderful between his great communication, compassion, understanding, and overall care of our situation. Alex?s customer service is top tier and feel we can rely on him with any questions or concerns throughout the process. We are confident in Anthem as a whole thanks to Alex. Of course getting into these situations can be scary, but even as a pregnant mother of 3, Alex?s reassurance has helped me on a personal le

Adam G. And Anthem Tax Services made my process of tackling my tax issues a lot more manageable. He offered a simplified solution, including helping me understand the 3 steps needed to get everything fixed. I highly recommend Adam to anyone seeking help navigating their tax situation with expertise and making things feel manageable.

I had an amazing experience with Anthem Tax Services as Colleen and Charlene were both extremely helpful and straightforward with me as they reviewed my tax situation. They never pressured me into using their services and provided a very informative and free consultation! While speaking with other companies similar to Anthem, it always felt like I was being sold a product or pressured into giving them money. Anthem put me in direct contact with the IRS the same day we had our consultation. I would highly re

Truly Exceptional Service ? Anthem Tax Services Changed My Life I can't say enough good things about Anthem Tax Services. I've been working with them for a few years now, and from day one, they've been professional, patient, and incredibly dedicated to helping me sort out my tax situation. Like many people, I was overwhelmed with tax issues that had built up over time. It was stressful and honestly, a bit scary. But the team at Anthem walked me through every step of the process with compassion, clarity, a

This company is a complete racket. I hired them in desperation and fear of the IRS. They claim to be able to work with the IRS to help negotiate with the IRS on your behalf to reduce your tax liability when really all they do is work with IRS to setup a payment plan. They said the cost for them to ?help? me was $15k before they would get to work. I reluctantly agreed thinking they would negotiate with the IRS to reduce penalties and interest to reduce the liability owed. All they did was setup a very large

Everyone at Anthem was awesome. They answered all my questions and kept me updated on everything that was going on. They explained everything to me so I understood exactly where we were in the process. Raquel was great to work with - very pleasant, informative and professional (as was everyone!!) but she always went the extra mile to keep me informed. I'd recommend Anthem to anyone in need of their services.

I had to address some tax issues and decided to reach out to a professional service. After reading up on many, I chose Anthem. Eric Hannah was my initial contact and he explained a lot of things to me that needed to be done. We are still completing some things I need to do, but so far it's been an excellent experience. We had a little hiccup with a payment, but moving forward we cleared everything up and now we are on the same page. Kudos to Jose and Darren as well.

Simply the best!! Thanks to Anthem Tax Services I was able to negotiate a state tax debt down to an incredibly manageable amount with nearly $40,000 in back taxes to the feds essentially forgiven. Byron C was incredibly professional, helping me every step of the way. Mike was also incredible, and my tax lawyer achieved excellent results in just a matter of days. I couldn't be happier, and highly recommend this company to help you in this very scary process.

My husband and I reached out for services and had the pleasure of speaking with Eric Hannah. He was very kind and informative and not out to make money. We ended up not moving forward after he advised us that we're on the right track. He let us know what to do after 3 months of being on a payment plan with the IRS and if we find ourselves needing help to give him a call. I recommend using the services even if you don't move forward we got great advice at no charge and feel a lot more at ease.

Extremely disappointed with Anthem Tax Services.** I called twice?on the first call, the representative *hung up on me mid-sentence*. On the second call, the only question I was asked was about my husband's monthly income. As soon as I shared that he earns below a certain threshold, the rep bluntly said we don't qualify for a free consultation. No explanation, no attempt to understand our tax situation. It felt like if you don't meet their preferred income level, you're not worth their time. Very disheart

I am so impressed with Eric Hannah and his team. THEY REALLY CARE. They are persistent, polite, accommodating and knowledgeable. They are helping me gain control of my finances. I recommend Eric and his team to anyone. Bless them!!!! You want to fix your tax mess - call Anthem and ask for Eric. Tell him that Catherine from NY sent you.

I've never dealt with a "Tax Service" and this was horrific. Response is spotty at best. It's a game; how much can we get the penalties/fines reduced and then charge that amount as a fee for taking your case. You're put on a payment plan with the IRS, that you could have requested yourself from the IRS. In the end you are paying no less than you would have originally. If there are questions on the tax years in question which you would obviously expect them to investigate and resolve, good luck. I explain

They claim to save you money b4 they get your payment information and then they make excuses on how hard it will be to get the IRS to change anything. In the meantime you will have RISK Managers blowing up your phone to charge you an EXTRA $3k+ to file your future taxes and insure that you do not get in this situation again. I ended up managing my payments to the IRS myself as the payment plan they setup was not even taking money out of my bank so I got in worst trouble and of course no one @ Anthem was mon

What a relief today to work with a real tax resolution pro! I found Alex Z after a friend recommended Anthem to me. Alex was friendly, knowledgeable and most of all patient with me as we navigated IRS paperwork and options. I highly recommend Anthem (and Alex Z) if you are up against IRS deadlines and penalties.

The anthem costumer service was out standing. I highly recommend this tax relief service. Blaine did a great job communicating with the IRS. This is the company to use if you have back taxes to pay. Thanks again for all your help.

Attorney Anna Phan provided exceptional, personalized attention to my tax situation. Her deep expertise and thorough understanding of tax law led to a much fairer and more manageable outcome than I would have received through the standard process. I'm incredibly grateful for her guidance and highly recommend her services.

Anthem Tax Services has been a lifesaver, and I couldn't be happier with the support I received, particularly from Adam G. He was professional, knowledgeable, and helped me understand my options, turning one of the most stressful situations into something I can manage. Adam took the time to explain everything with transparency and offered valuable guidance. Thank you Adam!

Adam G. was very informative and professional. We called the IRS, found out the issue and got a game plan in place. Highly recommend Anthem Tax Services!

I would highly recommend the services of Anthem Tax Services. The customer service that I received working with Roger Ruiz and the team is first class. I have worked with another tax service for about two years, and I got more accomplished in less than two hours working with Anthem Tax Service. Highly recommend the service. Hats off, thanks Roger.

I started with them back in Oct 22. The person I was dealing with left the Company, so I was sending documents to a used email account they finally reach out in April 23 to say they hadn't received paperwork. They set up an appointment for me to talk to one of their Lawyers around Jun-Jul 23 time frame. I spoke with him and he hadn't even looked at my case, so already waste of time. Another appointment around Aug 23, he basically told me to pay 2013 taxes and he could get me a payment plan, no reduction. He

Thank You So Much Anthem Tax Service For Working So Hard On My Case For Over A Year And A Half That Resulted In An Amazing Settlement!!! Special Thanks To Raquel Rosales and Martha Lopez who held my hand through months of negotiations. Because of your hard work I can truly look forward to a fresh new start. Thanks Again Everyone At Anthem Tax Service!!! ??

Called Anthem and spoke with Blaine. He didn't give me the run around, overpromising anything. Unfortunately because I'm in a payment plan with IRS, I can't work with Anthem. Overall very professional and helpful on my tax journey and confident Anthem has a great person helping people instead of taking advantage of them.

I talked with blaine urban today about my taxes and let me tell you. This guy was so awesome. He did not give me a run around, did not lie to me. He was straight up and helped me out to know that I did not have a big tax problem. And that I did not need to help his help, because it was just a simple matter. So if anybody has a tax problem, they really need to get a hold of blaine urban. He does not lie or give you the run around. Honesty is important and that he is. I want to thank you so much Blaine Urban

I contacted Adam Gurr at Anthem with regard to a difficult and overwhelming IRS dept. I also contacted many others. He was by far the most understanding, knowledgeable, and patient representative I encountered. He is a fantastic guide and a true gentleman.

I cannot say enough about anthem tax services and one of their tax reps Roger Ruiz. First of all I shopped around All other agencies I had to leave a voicemail or wait to have a rep give me a call back. Others were not available after 5:00 p.m. or on the weekend like anthem. Not only did Roger take my intake call and followed up as scheduled He was sure to continue to follow up until we met online again. With one call to IRS I was able to find out that my previous balance due had been washed away. And that

My agent Blaine Urban was outstanding. He gave me advice on that I really wouldn't benefit from using Anthem and gave me some great tips. Didn't try to push a service he knew wouldn't benefit me. That kind of honesty is tough to find nowadays

I worked with Eric Hannah. This is the only person in my tax research who has helped me by educating me on the process and setting my expectations. Eric was thorough, detailed oriented, and pulled no punches which I particularly appreciated! He took the time to insure I understand things and was patient in answering my many questions.

Adam Gurr at Anthem Tax Services demonstrated incredible kindness, patience, and support. Beyond offering assistance, Adam provided guidance and reassurance, creating a family-like atmosphere. His expertise and compassionate approach were invaluable for me getting help.

Highly recommend Anthem Tax Services. Ask for Demetrio he is truly a gem, great guy amazing personality extremely knowledgeable and responsive. Thank you Demetrio!!

I was very happy that I made the decision to go with Anthem Tax. The help and genuine concern that Roger Ruiz showed me was incredible. He made me feel like I was joining a family. He was compassionate which you do not see these days. I look forward to working with him through this whole process. I know he will be there for me for any questions I may have.

I met Lisa Barker via phone and we had a very good session. She explained a lot so I could understand things and even though Anthem is unable to take me as a client, she helped me with the IRS and now I have a way forward. She answered my questions and was very friendly.

Anthem Tax Services number 1 for me is communication. They will not leave you guessing on what's next and everything is clear and understood before ending a call. They are professionals and will work with you as long as you do your part and communicate also, it'll be a breeze. Thank you Eric Hannah of Anthem Tax Services for you commitment to help and restore lives.

Demetrio Plaza greeted me in a friendly and professional manner. He was very thorough and put me at ease. He made paying my taxes stress free. Thank you!

Called Anthem tax services, and within 5-10minutes,had spoke too multiple agents who directed me via the call to the agent that best suited my needs, he advised me on multiple fronts. I took his advice. Totally happy customer ??

I am in more Trouble with IRS now then when I started. Anthem is slow and difficult to work with. Didn't reduce my tax situation and IRS still sending me letters. I only owed 25000 and Anthem could not help me at all. Slow to respond as well. I requested my money back. Be a ware

Dear Mr. Gurr, I would like to extend my sincere gratitude for your assistance with my tax-related concerns. Your guidance in outlining the available options?particularly those tailored to my specific circumstances?was invaluable. Your support has played a significant role in helping me move past a source of considerable stress, and I truly appreciate your expertise and professionalism throughout the process. Thank you once again.

Roger Ruiz was especially helpful. I am grateful for the wonderful customer service Anthem provides. They are professional and courteous. Could not recommend them more highly!

I called Anthem Tax Services after receiving an unexpectedly large bill from the IRS as part of an audit for an older tax year. Anthem was very good at explaining the process we would go through from day one to the final resolution. Jaqueline Valdez was helpful as our case manager keeping us informed of what was required from us and what was happening as our case progressed. Elijah McKinley, our attorney, always reviewed our case promptly and accurately, asking for support from April Landers for any finer

I had a wonderful experience working with Adam G at Anthem! I called many companies as my taxes are very cumbersome, and Adam was INCREDIBLE! I now don't have to lay awake worrying about my taxes!

Eric from Anthem tax relief was very professional and very timely and helpful for my tax issues highly recommend them inpart of the great customer care I received from Eric. Thank you very much Francisco Onate. Michigan.

Demetrio got me on the line with the IRS quickly and I was able to figure out what the issue was without waiting for hours on hold. Glad I called Anthem Tax Services!

The client-customer relationship started very disappointing to the point I emailed a formal complaint to the owners of this company. Frequent changed in case managers and very limited communication. I was always following up on my case (November 2023 to March 2025) because no one was updating me. I paid an arm and a leg for the service provided. My last assigned case manager was Ms. Beatriz Esqueda. She apologized and explained thoroughly my case and the process till we reach a resolution. I gave the compan

"I recently worked with Blaine Urban and Anthem Tax Services, and I couldn't be happier with the experience. Blaine's professionalism and expertise made a complex tax issue feel much more manageable. The whole process was smooth, efficient, and transparent. I highly recommend Blaine and his team for anyone in need of expert tax assistance!"

I definitely give Anthem 5 stars. The level of integrity, honestly, and being genuinely treated and spoken to as a person and not a number or a sale, I am so grateful for. The candidness and sound advice is just unheard of and I'm beyond grateful and satisfied.

I had the great- pleasure of working with Alby he went above & beyond to help me resolve my issue with the IRS. I highly recommend Anthem Tax Services to anyone who needs help dealing with the IRS. They we're always available to answer my questions & comcerns. They we're incredibly helpful & knowledgeable guiding me through the entire process resolving my tax issue.

Still paying Anthem tax fees, not happy with how my situation turned out. Definitely take the amount they charge in fees and pay towards your taxes, then setup a payment plan with the IRS. Never will use a tax relief program again. To say the least I have only had to pay the IRS for 2 years and was optimistic able hiring a relief program company. Hopefully the current presidential administration can slap around the IRS and help all of us out!

Molly and Brandon have been amazing! They are kind, caring and immediately responsive to my questions and concerns. Without question, I would highly recommend them both, as well as Anthem Tax Services.

I highly recommend Anthem Tax Services. Be sure to ask for Demetrio?he's extremely knowledgeable, responsive, and helpful throughout the process.

Roger Ruiz was friendly, attentive, and thorough in discussing my case. I greatly appreciated his honesty when,, after consulting his legal team, he told me my best move was stick with the payment plan I already have, but kindly answered my questions and offered advice. I would highly recommend contacting him.

I hired this company over a year ago to help settle back taxes, and I'm still in the grey. I'm very patient and understanding, and initially, I believed they were as well. I was very optimistic in the beginning, but over time, my trust in this company to deliver has drastically declined simply because of their lack of communication. Trying to connect with someone assigned to my case is like pulling teeth. They either don't pick up the phone or reply to my emails, or if they do reply, it's to say they're "in

Roger Ruiz was top notch in everything he did for me. He was upfront and honest which I truly appreciate. If you are looing for help with your taxes I honestly recommend the Anthem Group. if I was still working I would hire Roger in a minute!!!!

I recently contact Anthem for guidance and was incredibly impressed with the experience. The representative Roger Ruiz, was very helpful, knowledgeable, and understood my concern. He was very courteous, and clearly explained each step, leaving me feeling confident in the resolution. Overall, a fantastic customer interaction.

I called with questions on their services, and although they were not able to assist me with my situation, their Rep Eric H gave me advice on what I could do to resolve my questions on my own. It was wonderful to have a company be upfront and not try to sign me up for something that would be of no use to me. Very honest!

Called Anthem Tax and spoke with Demetrio. I feel incredibly confident in their ability to deal with my IRS questions just from going through the initial call. Looking forward to having this handled.

Eric was very helpful and transparent about the best path forward for my case, which didn't include using their business! Even though it didn't financially benefit them, he directed me to the right person/ solution for me. The honesty was much appreciated!

Tesa with Anthem Tax Services is a miracle worker. She has dedicated herself and her team to get our tax issue under control with a fantastic result we could have never hoped for. I would recommend their service and Tesa to any and everyone

My first experience was great and owe $29000 for federal taxes. I'm looking forward to getting my taxes paid with little worry hoping to get a great payment plan. Eric Hannah was great at explaining everything to me and hoping everything works out for me

I want to personally thank David Cruz for going above and beyond to help with my personal tax situation. David took the time out of his day to reach out the the IRS for a compliance call while he had me on the phone. I feel confident in David's ability to help you with your tax needs.

I had the pleasure of speaking with Lisa Marie Barker and she was so nice and knowledgeable. She offered a lot of knowledge that I knew nothing about. She is definitely the person to talk to if you need assistance!

Excellent service. Everyone is prompt and courteous in getting back with you when you need to talk to them. I will recommend Anthem to friends and they will do my taxes for next year.

Spoke with Eric Hannah. Gave great advice to me at no charge. Felt like he truly wanted to help, even though I was not going to be able to utilize the firm at this time. Would definitely reach out to him if I need this service in the future.

For starters with I spoke to Alby about my issues. Although I'm waiting to hear back from them if they are able to continue and assist me in my matter, I want to still give him a shout out. He gave me advise and a few pointers on how I could proceed and try and resolve the issues my self in an event they can not help me out do to them being out of state. I want to thank him for having a positive attitude and reassurance when he spoke to me that he's willing to help any way he can even if his superiors canno

I appreciate this opportunity to provide feedback and a review on the primary person at Anthem, so much that I feel compelled to write about my experience. I am not one who usually will do a review and feel they have done either a really BAD job or a really GOOD job. Well, I must report that Mr. ERIC HANNAH has and continues to do a really GOOD job for me. I found Eric to be very attentive, professional, and effective as a case manager while handing my needs and tax issues. Eric is very personable and has

Beau Brennan helped me by first listening to my tax situation, my frustration, and not knowing who to pay first. Beau listened extensively and helped me feel comfortable in making the right decision. Thank you for listening, understanding, being patient and giving me advice that made sense to me.

I spoke with Beau Brennan and he was excellent. He was kind, thorough, and very helpful. He walked me through the services they offer and the price points and was very thorough with my factual issues. Even though it was clear that I'm not able to afford his services presently, he spent time walking me through my options and what steps I could take on my own now, and ways they could help me in the future. You don't call folks like this unless you are in a hole; thanks for throwing me a rope, even if I have t

Dear Lisa, I am ever grateful to you for your expertise, experience, patience, multi-tasking skills, and compassion. I realized again today that all problems have step-by-step solutions, sometimes easy and sometimes difficult. I have great faith in God and fellow man that we are here for a reason?to be happy as well as contribute to others' happiness. You have lifted my heart and spirit with the program you offer of structured compliance and law-abiding next steps. Thank you for today. I am so thankful.

Anthem Tax Services people are compassionate and care about helping people unravel their tax concerns. Eric Hannah has and continues to be supportive, easy to connect with and transparent about the processes and outcomes.

Being a self employed realtor and the tax implications that come with that. Grateful to have Demetrio handling my taxes every year to avoid any issues, he has excelente knowledge and he was able to help me in many ways I would definitely recommend him to anyone who wants a consultation with him and do their taxes.

I spoke with Blaine Urban. He was amazing, gave me great advice, and helped me feel more at ease over the entire process. I highly recommend him!

I called Anthem in hopes of getting assistance with a request for an abatement of interest and penalties for back taxes. Blaine Urban took my call and discussed my situation and options with me. Based on my unique circumstances, he recommended I pursue an alternate course of action because Anthem would not have been of much value to me in the long run. That type of honesty, integrity, and service is practically unheard of these days. If I am ever in need of tax services again, Anthem will be the first call

Adam Gurr was extremely helpful, very professional and courteous. We would definitely refer him to friends and colleagues. We are grateful for his assistance.

My experience with Anthem tax services was nothing less than great Eric Hannah who took all my information out my mind at ease and the process of getting started was painless He was professional and very understanding and takes solace in the fact that he is helping people and with a firm that cares about helping people 5 stars all the way

Having tax issues kept me up at night. Not knowing what to do, I decided to do research and find the best tax relief help out there. I called Anthem Tax Services and talked to Roger Ruiz. I cannot express how professional and helpful he was to me, and my situation. He walked me through the process and with Roger as my advocate and the Anthem team, I know I'm in good hands. I know my issues will soon be resolved with the help of Mr. Ruiz and the Anthem team.

Lisa at Anthem was very helpful and understanding with my tax situation. She really went above and beyond for me. I would recommend this service to anyone who asks!

It cost me about 7k for 3 years of 1099 income and 2 years of w2 and they said they could lower my back taxes from 60k to 30k and it seems like I'll end up paying 57k. I'm just the kind of person who has been stressed about it and I wish I didn't pick this company. It's very unavailable and impersonal and I never know what is going on and it felt like they expected me to just do the things they told me. It's like dating someone who doesn't like you. Edit: the person who responds to reviews is not the busin

We were looking for advice on whether we would be able to settle an outstanding IRS payment, and my wife found Anthem. First impressions were good as I was texted personally and asked politely about a potential meeting - no phone call is a good thing for me. But what was outstanding was talking to David C. He very quickly and professionally understood our issue, and then actually told me what I needed to do... without using Anthem. He knew that talking to the IRS in my specific situation would be a waste of

Eric, I just wanted to thank you, for the extra time that you have dedicated to my account, and simplifying a tax situation of mine, that I feel could not be so simplified. Thank Marie for her patience, in processing my return. Thank you for your professional demeanor, and being a veteran friendly company. Kudos to you. Kurt

I called today after work, DESPERATE ! I tried making contact with someone who could help at the IRS for a week and a half and constantly either didn't get called back or kept being referred to another number or person. Got these folks on the phone and they got to work with the government for an hour and a half! So far ACES!

Eric Hannah The very best. Patient and full of knowledge. I did not qualify, but he took me through the steps of what I needed to do. Positive outcome for me. Thank you Eric.

We have had a series of life changing events over the past few years which resulted in us owing taxes for multiple years that I was unable to navigate on my own. After one call with Roger Ruiz, who was very understanding, knowledgeable, and professional, we have a plan in place to get our tax situation on the road to a resolution and to prevent future tax issues. Though we are early in the process, I feel confident in the future and just wish I had reached out earlier. Looking forward to a new year with a

This email is long overdue! I want to thank Blake Garden for the hours he has spent in helping my husband and I to work out the problems with our taxes. He has always been prompt, patient and courteous with us, and he has been very level-headed with the people he and I have had to work with in the revenue offices of our state! We will be customers of Anthem for years to come because of Blake as well as others in Anthem. Thank you!

Called Anthem Tax Services and it turns out I didn't need their legal help but I am glad Demetrio was honest enough to let me know that and give me some advice on how to handle my tax debt.

Eric Hanna has been excellent. I am very happy with the service I have received. Recommend Anthem completely

Worst tax representatives from Account manager all the way down He was optus and did t care about the situation. I not only didn't get a deal I paid what the state asked and got no deductions in interest or penalties.

Thank you so much to Adam Gurr. My husband and I don't normally leave reviews but we both felt obligated to show our appreciation for the time Adam spent with us. He was fantastic and a huge relief.

It's been a while now we've worked with Demetrio Plaza and Anthem and he's been great at ensuring no issues come up!

Anthem Tax Services was amazing. We had such a great experience with them. Our case manager Suzanne Luis was on top of everything. Made us feel at ease and it was a pleasure dealing with her and the company. Great results.

I hired Anthem Tax about a year ago to help with Tax relief and it has been one of the best decisions I have made. I am a cryptocurrency investor and, due to the wildly fluctuating markets, I ended up with significant Tax debt both with the IRS and my State. The team at Anthem tax, including my Case Manager Monkela Davis and Billy Faller, have been a godsend. Monkela was always easy to contact and kept me up to date with what needed to get done in a timely manner. Billy negotiated with both the IRS and the

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.

Skip to main Home Best CPA's Nearby Upgrade your plans English Avatar for Nico Bottema Welcome, Nico Bottema! Share Install the tag on your site to get access to all features, tools and the insights you need. It's fast and easy. Site ID: 6455700 Get started with the tag installation 1 Copy this code. 1 2 3 4 5 6 7 8 9 10 11 Copy code 2 Paste the code into the of every page where you want to track user behavior or collect feedback. 3 To make sure everything is ready, verify that your code was installed. Verify installation OTHER WAYS TO INSTALL Install with a team member’s help Install on a platform Install with a npm package Explore the demo Take a tour of the product with realistic data to explore. Explore demo site Common questions View all Course How do I install the tag? Collect session data for replays, heatmaps, and on-site surveys by installing a unique tag on your site. Ready to add it? Follow the instructions in this 15-minute course. Article How do I know if the tag is installed correctly? Article Will the tag slow down my site? Suggested for you Enable 2FA now Two-factor authentication (2FA) adds an additional layer of security to your account. Popular shortcuts title Feedback button Capture feedback in the wild by letting users share it at any point title Set up a Net Promoter Score® survey Measure long-term customer loyalty and happiness the tried-and-tested way. title Exit-intent survey Capture feedback before visitors leave and reduce your bounce rate Get started Interviews (new) Get real time feedback at critical times, thanks to easy, in-depth recruitment and analysis. Create project Finish your installation Surveys Feedback button Dashboard Invite team members Integrations