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Anthem Strategy and Advisory by DPW
Anthem Strategy and Advisory by DPW
anthem

SMARTER TAX STRATEGY
FOR FINANCIAL SERVICES

Real tax savings. Real business growth. Real results.
Focus on your business and knowing your bottom line is secured with expert financial services business tax planning.

MAKE YOUR EARNINGS
WORK AS HARD AS YOU DO.

You don’t operate like a typical business. Your tax plan shouldn’t either.

We help you make the most of financial institution-specific deductions, multi-state operations, and regulatory compliance.

Stronger strategy. Less stress. Real results.

smart tax planning, real savings
82% of clients were missing major deductions before meeting with us
95% of new clients come from referrals
70% of our clients change their business' entity structure after our review

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.

Get a Free Discovery Meeting.

GET IN TOUCH

OUR FINANCIAL SERVICES
TAX PLANNING TEAM

Our Financial Services team is staffed by professionals well experienced in this challenging industry. Team members stay abreast of the many changes in federal and state tax and regulation occurring yearly and are always backed up by partner-level supervision and oversight.

All our services are offered in English, Spanish, and Japanese.

GET IN TOUCH
financial services business tax planning team

TRUSTED BY THOUSANDS OF CLIENTS

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."
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.”
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.”
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.”
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!”
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.”
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."
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."

FEATURED PODCAST EPISODE:
THE HIDDEN PROFITS YOU'RE MISSING

Hot take: Most business owners don’t know that a few simple swaps could skyrocket their profitability.

In this episode, Brian Keyser, Anthem’s Director of CFO Services, breaks down the six keys that every business owner should know to unlock the hidden profits they’ve been missing out on.

WATCH OR LISTEN NOW
Episode 01 Unlocking Hidden Profits (1)

TAX RESOURCES FOR AGRICULTURE BUSINESS OWNERS

IRS FARMER'S TAX GUIDE

This is Publication 225, the comprehensive Farmer's Tax Guide.
CLICK HERE

TAX ESTIMATOR TOOL

An interactive spreadsheet that producers can download to estimate tax liability.
CLICK HERE

LOCAL FARMING DASHBOARD

Find local agriculture data and USDA resources for your state and county.
CLICK HERE
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