Anderson-Folkoff

Tax Professionals

Long-term tax and accounting partners

Businesses · Trusts · Individuals

Tax preparation, planning and advice, wealth management, and business accounting

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What We Do

Individual Taxes

Individual reviewing finances at a desk
Why is my social security taxed more this year? Can I deduct my rental loss? I inherited a house; will I pay capital gains taxes?

Business Taxes

Business owner in a client meeting
Will this distribution create excess taxes for me? I can get an R&D credit for that?! How do we maximize our startup deductions?

Trusts & Estates

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What is my new role as trustee? Why am I filing a 1040, a 1041 and a 706? What is a K-1 in a trust context?

Tax Planning

Client thinking through tax planning options
What are the tax saving moves I need to make now? Would we benefit from a 1031 exchange? Do I have cash flow for the tax payments ahead?
Get started: Schedule a Call
Work with your preparer: Access Portal
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Get In Touch