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.

BUSINESS OWNERS

Build a business that works for your life.

Running a business comes with big decisions — and bigger tax implications. We help you go beyond basic compliance with proactive tax planning, cash flow strategy, and entity structure support. Whether you’re growing, selling, or stabilizing, we’ll guide you with a plan that fits your business and your goals.

TAX STRATEGIES

Tax strategy is where clarity and savings meet.

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.

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."

Bilingual Services AVAILABLE!

At Anthem, we’ve introduced a novel approach – the notion that business owners have personal lives too. And that their business goals should be integrated with their personal goals. 

Naturally, this changes the way we work with people. Instead of merely filling out forms, we take a longer view. Serving the entire financial person takes a blend of skills unique to Anthem

We can show you how to build a bridge from where you are now to where you want to be. And after all, that’s the point of owning a business.

While you focus on today —
we scout ahead of you

Get Started

Anthem is a full service tax, strategy, and advisory firm committed to serving you. Whether you’re looking for personal or business services we’ve got a team ready to help. Contact us today!

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