Change Doesn’t Have to Mean Challenge
Future Focused

The things you do today impact how you spend tomorrow (no pun intended!). By making us a part of all the decisions that impact your financial health, we can help you take steps that minimize your tax obligations and align your money with your long-term goals.

  • INVEST WISELY

    Company stock options, family assets, diversified investments, retirement contributions … just a few of the investment strategies that can impact your wealth and have major tax impacts. Together we can ensure the money you earn today helps achieve your goals while creating the flexibility to capitalize on new opportunities.

    INVEST WISELY

    Company stock options, family assets, diversified investments, retirement contributions … just a few of the investment strategies that can impact your wealth and have major tax impacts. Together we can ensure the money you earn today helps achieve your goals while creating the flexibility to capitalize on new opportunities.

  • ADAPT ACCORDINGLY

    Things change. Life happens. We get it. Marriage, divorce, family additions, health issues, relocation, there are many experiences that impact your financial well-being and have tax implications. We will walk beside you through these experiences to provide insight on your options.

    ADAPT ACCORDINGLY

    Things change. Life happens. We get it. Marriage, divorce, family additions, health issues, relocation, there are many experiences that impact your financial well-being and have tax implications. We will walk beside you through these experiences to provide insight on your options.

  • ACHIEVE ASPIRATIONS

    We all have priorities that range from putting children through college to owning a business to retiring with a travel budget large enough to see the world. Through proactive communication, we understand your dreams and create plans to keep, spend, give, and invest your money appropriately… FOR YOU.

    ACHIEVE ASPIRATIONS

    We all have priorities that range from putting children through college to owning a business to retiring with a travel budget large enough to see the world. Through proactive communication, we understand your dreams and create plans to keep, spend, give, and invest your money appropriately… FOR YOU.

Add to Your Business Support System Today
Let’s Talk
Our Expertise
These Are A Few of Our Favorite Things...

We are out-of-the-box thinkers. We are creative. We have a lot of laughs in our office. But we’d be lying if we didn’t claim to be a nerdy numbers lovers! A few of our favorite topics of conversation:

1

Retirement Accounts

2

Estate Tax Planning

3

Philanthropic Contributions

4

Investment Opportunities

5

Tax Deductions!

All-Access Pricing Model
Always Involved

Our goal is to provide uninterrupted service to you and help you get the most value out of our relationship. Our clients get the most benefit from our consistent interaction so our billing structure reflects this. Our individual all-access plan has an annual fee that starts at $495 and includes:

  • One dedicated point of contact at the firm
  • Annual Individual Strategy Meeting to explore potential deductions, advise on tax challenges, learn goals, and define action items.
  • Questions answered via email or phone throughout the year
  • Responses to notices pertaining to tax returns prepared by our firm
  • Full audit support for federal and state for returns we have prepared(Excludes sole proprietorships/real estate professionals rental properties/ S-Corp/C-Corp/Partnerships/Trust/Estate Returns)
  • Prepared federal and state individual income tax return and corresponding schedules
Ready to set up your introductory call and receive a customized comprehensive proposal?
Contact Us
Client Stories
  • Andrea Kuykendal Licensed NC/SC Realtor® Allen Tate Realtors

    My family and I have relied on MD Andersen CPA for tax preparation and advice for the last three years. They are professional, responsive, and willing to roll up their sleeves and dig into any questions that we may have. In addition, we really enjoy working with them as people and feel that we can trust them. We do not hesitate to recommend them to others in need of tax advice and preparation.

  • Steve Duniec Payment Advisors, LLC

    MD Andersen CPA has been what I consider a true partner in my business. Matt and his staff have a broad range of knowledge for a small business such as mine.  And if they don’t know the answer, they know how to find it.  Matt has also introduced me to key relationships such as Legal and Payroll Professionals who help my company run smoothly. At their core, they are very knowledgeable tax and financial professionals. They have a true team approach, and they all have a true interest in my success.

  • Elizabeth Lanter Superior Masonry

    The team at MD Andersen has given us nothing less than excellent accounting services and guidance in our business strategies and investments. They are not like other CPA firms. They take a personal interest in their clients, and they are friendly and prompt to respond to needs. We feel like they are always looking out for us – they are proactive in our changing business needs and simply fantastic to work with.

  • Jennifer DeBerry Coach, The Entrepreneur’s Source

    I became a business owner in 2016, which is what led me to M.D. Andersen CPA. After interviewing three other CPAs, I found that Matt understood my business model, how I structured my business, and he offered a human element to accounting that was lacking in conversations with the other CPAs.

    The communication from Matt, his office manager Kim, and his supporting team members has been timely and excellent, meaning they answer my questions completely. As a new business owner, I’ve had plenty of them!

    Also, 2016 was the first year I used an accounting firm to handle our personal taxes.  We needed extra assistance as we had sold a property and were facing capital gains tax.  It was such a mental relief hand over that task. With both the business and personal tax returns, the estimates M. D. Andersen provided were on target and the fees for preparation were as promised.

  • Tim Hege Fidelity Bank Mortgage

    I would recommend anyone that needs a CPA to reach out to Matt Andersen and his team, specifically  Kim Taylor and Chirag Patel, as they are professional, very easy to work with, and are always looking out for their clients best interest. Their concept of looking beyond your tax returns and looking into tax planning is unique and can be advantageous in assisting in personal and future growth.

  • Anonymous

    After my previous CPA retired, I chose Matt Andersen for tax preparation. My former accountant provided stellar service; the returns were always well prepared. Yet, in my initial year with Matt, I found that his advice was more practical, his guidance was steadier, and my tax liability decreased. Gaining Matt as an advisor was beneficial due to his in depth knowledge of accounting, his unlimited expertise, and the diligence with which he approaches his work.

  • Steve Stewart, CFP®, RICP® Carroll Financial

    I have had a the pleasure of working with Matt and his team for almost 5 years.  There are many things I appreciate about working with Matt, but these are the things that are most important to me:

    1. His attention to detail is outstanding.
    2. I can always count on him for direct, trustworthy advice.
    3. He is genuine in everything he does. I never doubt that he puts his clients’ interests first.

    I am grateful for what Matt does for me and my family – so much so, that I send many of my own clients to him. Working with Matt has been a very good decision for me.