Personal
Service Teams
Personal
Service Teams
WE HELP PRESERVE THE GAINS YOU’VE MADE
What you’ve earned, in the past year or over a lifetime, must be protected and preserved. We help navigate through tax and regulatory issues involved in maintaining what you’ve acquired. It’s a systematic and forward-looking approach to maintain what you’ve saved.
Working with your attorneys, insurance agents, and financial planners, we give you a complete financial picture from all perspectives. Our consultation team then coordinates our expert service teams to accomplish your goals, keeping you posted every step along the way.
- A new suite of strategic and advisory services to help you reach – and surpass – your goals.
- We’ll use tailored modeling tools and provide in-depth planning to keep you ahead of the curve. Rooted in data and fact, we provide unbiased, actionable guidance and recommendations.
- We’ll help you focus while providing the direction you need. Our recommendations and tools are both practical and executable, delivering a detailed blueprint.
PERSONAL TAX PLANNING
A BROAD SPECTRUM OF TAX PLANNING SERVICES FROM A STRONG BASE OF EXPERIENCE
- We do more than simply prepare your tax return. With a full complement of tax-planning and consulting services designed to help you meet your personal financial objectives, our tax-planning specialists work closely with you to develop effective plans for the future.
- We offer a broad range of individual tax-planning services, from projections of current tax liabilities and cash flow needs, analysis of your investments' tax implications, and personal financial planning to retirement planning and estate planning and gifting strategies
Tax Prep
GUIDING YOU THROUGH THE COMPLEX TAX ENVIRONMENT
- You can depend on our multidisciplinary team of tax specialists to guide you through the complicated tax environment.
- We continually work to monitor tax legislation and emerging trends and identify their impact on — and strategies to improve — our clients' tax positions.
- Our team of experts delivers certainty by closely examining your distinct situation to provide an accurate representation of potential tax savings and uncover opportunities to lower your tax liability.
ESTATE PLANNING
SAFEGUARDYOUR LEGACY. MINIMIZE YOUR TAX BURDEN. PLAN WITH CONFIDENCE.
At Anthem, our Estate Planning and Tax team is here to help you protect what matters most—your family, your legacy, and the wealth you’ve worked hard to build. Whether you’re proactively planning your estate or navigating the complex responsibilities after the loss of a loved one, we provide clear, compassionate guidance every step of the way.
Our estate and tax services include:
- Comprehensive estate tax planning and wealth transfer strategies
- Gifting, trust planning, and asset protection solutions
- Business succession and legacy planning
- Charitable giving and philanthropic strategy
- Estate tax return preparation after a loved one passes away
- Ongoing collaboration with your legal and financial advisors
We know how emotional and overwhelming it can be to manage a loved one’s estate. Our team is experienced in preparing estate and fiduciary tax returns, helping you meet filing requirements with care, clarity, and timeliness—so you can focus on what matters most.
At Anthem, we combine technical knowledge with a deep respect for your personal goals, giving you the confidence that your estate plan is built to last and your family is supported.
TRUSTS PLANNING
PROTECTING ASSETS. HONORING INTENTIONS. SUPPORTING GENERATIONS.
A trust is one of the most powerful tools for protecting your wealth and ensuring that your assets are managed and distributed according to your wishes—during your lifetime and beyond. At Anthem, we help individuals, families, and trustees create, implement, and maintain trust structures with clarity and confidence.
You’ll have peace of mind knowing that trust administration, oversight, and implementation are handled with care and precision. We work closely with your advisory team to design a customized solution that reduces administrative burdens and promotes open, healthy communication between grantors, trustees, and beneficiaries.
Our Trust Services Include:
- Strategic trust planning and consultation
- Coordination with estate plans and legal advisors
- Tax-efficient trust structures (revocable, irrevocable, charitable, etc.)
- Ongoing trust administration guidance
- Preparation and filing of trust tax returns (Form 1041)
- Support during key transitions and compliance reviews
At Anthem, we combine deep technical knowledge with a personal approach, ensuring your legacy is carried out in the way you intend—while helping you stay ahead of tax liabilities and compliance obligations.
NIL Athletes
Make the Most of Your Earnings
As you begin the earning phase of your career, make the most of those earnings now and for years to come. With careful planning, you’ll create a financial safety net and help to secure your future financial stability. To achieve that, you need the guidance of smart strategic planning and impartial advisory services.
Anthem: PEOPLE WHO KNOW THE ENTIRE FINANCIAL PERSON
While every CPA firm can handle your personal or business accounting needs, at Anthem we merge both aspects of our clients’ life; knowing that business goals should be integrated with personal goals. We aim your business goals at your personal goal target.
Naturally, this changes the way we work with people. Instead of merely filling out forms, we have to take a longer view, something most CPA firms can’t do. 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.
Get Started
Anthem is a full-service CPA firm serving the Pacific Northwest. Whether you’re looking for personal or business services we’ve got a team ready to help. Contact us today!