Bring Your Tax Picture Into Focus
Tax Strategy and Planning

Keeping up with changes in tax law can help you reduce your next tax bill, but a long-term strategy can provide you a lifetime of income tax reduction. Our tax strategy and planning services combine big picture goal setting and strategic planning with annual forecasting and adjustments to keep you focused on your tax journey.

Advanced Tax Strategies

Long-term goal setting and strategic tax planning that covers all business and personal financial information to date.

  • Receive a clear plan with actionable steps and projected lifetime income tax savings. Your road map addresses the following areas: maximizing deductions, maintaining a tax-efficient entity structure, retirement planning, insurance coverage, niche strategies, and advanced strategies.
  • Information Needed
  • Personal interviews, organizational docs, financial statements, retirement plan information, loan documents, bank statements, and all relevant financial documentation to date.

  • Occurrence
  • Every 5-10 years and/or after MAJOR tax law changes

  • Who Qualifies
  • The need for tax strategy is dependent on the tax complexities of business and personal circumstances. Contact us to see if you qualify.

Tax Forecasting and Planning

Annual end-of-year reviews to take advantage of recent tax law changes and avoid unpleasant surprises on your next tax return.

  • Get a clear snapshot of what to expect on your next tax return, make adjustments to reduce your tax liability, and keep your long-term strategy on track.
  • Information Needed
  • Year-to-date paystubs and financial statements

  • Occurrence
  • Annually, before December 31 or the fiscal year-end of your business

  • Who Qualifies
  • Everyone

Ready to set up your introductory call and receive a customized comprehensive proposal?
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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.