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Anthem Strategy and Advisory by DPW
Anthem Strategy and Advisory by DPW
Anthem Strategists

Smarter Tax Strategy.

INDIVIDUALS & FAMILIES

Protect what you’ve earned. Plan for what’s next.

From tax preparation to estate and trust planning, we help you make smart financial decisions that support your life today, and your legacy tomorrow. Our personalized approach gives you clarity, savings, and peace of mind at every stage.
WHAT WE OFFER

BUSINESS OWNERS

Build a business that works for your life.

Running a business comes with big decisions, and bigger tax implications. Go beyond basic compliance with proactive tax planning, cash flow strategy, and entity structure support. We’ll guide you with a plan that fits your business and your goals.
WHAT WE OFFER

TAX STRATEGIES

More than just a CPA. The true differentiator.

Strategy isn’t just for business owners, it’s for anyone who wants to make smarter moves with their money. We help individuals and businesses reduce taxes, plan ahead, and make confident decisions with long-term impact.
WHAT WE OFFER

INDUSTRIES WE SPECIALIZE IN

Work with CPAs who actually know your niche. Inside and out.

Do I Need Tax Planning?

LEARN MORE

FEATURED PODCAST EPISODE

Why are entrepreneurs and business owners flooding into the Phoenix area while surrounding states stagnate?

The math is simple: lower overhead, better talent access, and 12 months of operational uptime.

In this episode of the Ask Anthem podcast, we break down growth factors and what really makes the area so attractive to business owners.

WATCH OR LISTEN NOW
Podcast Thumbnails (15)

TRUSTED BY THOUSANDS OF CLIENTS

Dan N.Client
“It has been a pleasure working with Ben Wilson & Zach Hatefi at Anthem. Their entire team exudes professionalism while providing good strategies and communication. I can highly recommend them!”
Willamette Legacy LawClient
“We appreciate how easy you all make it to send people to you with confidence!”
Alisa N.Client
“We had a consultation with Ben. He was very friendly and knowledgeable and answered all of our questions. Definitely recommend!”
Illahe WineryClient
“I have been a client for more than ten years. Their helpful knowledgeable staff have improved all facets of my business accounting. Their bookkeeping assistance is essential for me to keep my winery going and put attention to only the most important aspects of running my business.”
Melinda F.Client
“Anthem has an incredibly professional and supportive reputation in our area that they have well earned and deserve. Personally, my family and I look forward to their expertise with our investments and preparing our taxes. We truly believe our future is stronger because of them.”
Caleb R.Client
"Working with Anthem has been such a positive experience. The team is absolutely incredible, they're so easy to work with, and have really helped me a lot during my first year of business. So glad I reached out to them!”
Melinda F.Client
“Professionally, Anthem steps up to meet the needs of our community. They have sponsored many community events that benefit children, women and their families and nonprofits throughout Marion, Polk and Yamhill counties. They have a purpose that makes a positive impact in so many lives.”
David P.Client
“As for the work performed, it was done expeditiously and accurately. The work performed ended up saving me tens of thousands of dollars. In short, they do five-star work.”
Tornado Soft ExcavationClient
“Anthem has been our accounting firm since 2013 and has guided us as our business has grown. They are knowledgeable, professional, and available when needed. We are grateful for all their support.”
Ron BartelClient
“The team at Anthem has been exceptional in handling our taxes and financial planning. They are readily available to answer any questions and provide guidance to keep you on track. Highly recommend their services."
Carolyn HalemeierClient
"Over the last 23 years, DPW now Anthem Strategy have served our family. We have watched their business grow and move into new areas of service. One thing that has never changed is the sincere service they give their clients. They are trustworthy and honest. Ben and Michiyo and all their assistants deserve 5+ stars."
Ryan CollierClient
“Many of my clients use Anthem for business, estate and tax advice. My law firm works with Anthem in a team approach of advisors dedicated to serving our mutual clients. I find the advisors at Anthem professional and responsive. I highly recommend them."

WORKING WITH ANTHEM: WHAT TO EXPECT

Our proven tax strategy process can be broken down into four simple steps. Throughout the process, you’ll get a clear roadmap that leads to real results. You’ll know exactly what actions to take in order to minimize tax burden and maximize long-term growth. Here’s how we work with you:

Step 1: DISCOVERY MEETING First, we want to get to know you. You’ll leave knowing what results are possible, and then how we can move forward together. Step 2: MASTER PLAN MEETING This is where we build out your tax strategy. You’ll receive an easy-to-follow service proposal and the opportunity to ask any questions and choose an ideal payment plan. Step 3: PLAN PUT INTO ACTION Now, it’s time for implementation and ongoing support from our team. You’ll be set up with an onboarding meeting and regular check-ins, support, and updates from your trusted team. Step 4: MINIMIZED TAX BILLS Our tax strategy services ensure that you won't miss out on any major tax savings opportunities. Our team will provide expert guidance every step of the way.

WORKING WITH ANTHEM: WHAT TO EXPECT

Our proven tax strategy process can be broken down into four simple steps. Throughout the process, you’ll get a clear roadmap that leads to real results. You’ll know exactly what actions to take in order to minimize tax burden and maximize long-term growth. Here’s how we work with you:

Step 1: DISCOVERY MEETING First, we want to get to know you. You’ll leave knowing what results are possible, and then how we can move forward together. Step 2: MASTER PLAN MEETING This is where we build out your tax strategy. You’ll receive an easy-to-follow service proposal and the opportunity to ask any questions and choose an ideal payment plan. Step 3: PLAN PUT INTO ACTION Now, it’s time for implementation and ongoing support from our team. You’ll be set up with an onboarding meeting and regular check-ins, support, and updates from your trusted team. Step 4: MINIMIZED TAX BILLS Our tax strategy services ensure that you won't miss out on any major tax savings opportunities. Our team will provide expert guidance every step of the way.

BILINGUAL SERVICES AVAILABLE

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WHO WE ARE

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