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Anthem Tax & Wealth

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Enrolled Agents
Anthem Tax & WealthAnthem, AZ

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CHALLENGING THE WISDOM OF CONVENTION..... Unlock the Hidden Forces of Your Financial Future by Redefining and Reclaiming Your Wealth by Using Both Financial and Tax strategies to Your Advantage.

Additional Information

Integrated tax and wealth management firm helping families and business owners reduce lifetime taxes and build long-term wealth through combined financial and tax strategies.

Specializes in

Integrated tax and wealth managementLifetime tax reductionPre-retirement strategiesEstate planningBusiness owner planning

Services

Tax preparationWealth managementEstate planningRetirement planningTax-loss harvestingSocial security planning

Serving Anthem, North Phoenix, Nationwide

Additional information extracted from the firm's public website. Last updated: August 10, 2026

Contact Information

Phone: 623-518-2157

Website: anthemtaxandwealth.com

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Frequently Asked Questions

How much does an accountant cost in Anthem?

Personal tax returns: $150-$400 depending on complexity. Small business bookkeeping: $300-$800/month. Corporate tax returns: $1,000-$3,000+. Many accountants offer free initial consultations to discuss your needs and pricing.

What's the difference between a CPA and a bookkeeper?

CPAs (Certified Public Accountants) are state-licensed, can audit, provide tax advice, and represent you before the IRS. Enrolled agents are credentialed by the IRS itself and specialise in tax filing and IRS representation. Bookkeepers handle day-to-day transaction recording and basic financial reports. For audits and complex planning you want a CPA; for tax filing and IRS representation an enrolled agent is often the better value.

When should I hire an accountant?

Consider an accountant if you're self-employed, own rental property, have investment income, run a business, received an IRS notice, or your tax situation is more complex than a simple W-2. The cost of an accountant often pays for itself in tax savings.

Can an accountant help if I'm behind on taxes?

Yes. Accountants regularly help clients catch up on unfiled returns. They can also help with IRS voluntary disclosure, negotiate installment agreements or an offer in compromise, and handle notices, amended returns and audits.

Is it worth paying for tax preparation vs doing it myself?

If you have straightforward W-2 income and take the standard deduction, free software works fine. But if you have self-employment income, rental properties, investments, or business expenses, a professional accountant typically finds deductions that more than cover their fee.