Anderson Business AdvisorsReviews of andersonadvisors.com

Don’t join this team! Unprofessional management and zero accountability. The only positive part of our experience was working with the attorney who formed our LLC—he was responsive, and the portal process went smoothly. Unfortunately, everything involving tax preparation was a complete disaster. We paid top dollar and explicitly requested filing by April’s deadline without extensions. After seeing poor service early on, I asked for a different tax preparer within the first week, but was told we were stuck with whoever was assigned. Communication on the tax side was non-existent—no real updates, no phone calls, and empty promises of callbacks that never happened. They ended up taking actions without our consent, missed the deadlines, and left our personal and two LLC taxes completely unfiled, causing us to incur penalty fees. A single responsive attorney does not make up for a tax team that completely fails to deliver. Demanding a full refund.

Debbie started our solo 401k and she did everything and answered all our questions.

I have found Anderson to be a joke. when I need help it takes weeks unless you go through the Q/A which is not convenient or really helpful. There is a lot of unknown extra costs and no real help. a lot of money wasted.

Anderson's has far exceeded my expectations! They may seem a bit expensive but before you judge know they literally saved me thousands of dollars! I realized the true meaning of you get what you pay for. I hired them to help me create my LLCs and they have been so amazing that I also decided to have them help me create my Trust. They have amazing perks for their members. I can send the attorneys messages, chat with them live in their "Knowledge Room" where I get to hear other people ask questions and learn. Anderson's also provides a library of any documents you may need for your business. They have been so incredible that I am strongly considering them to do my taxes as well. I'm here to tell everyone that grew up in a non wealthy family and if you are learning everything as you go that they help you with all of your questions. Their customer service is incredible. 1000% recommend.

I've been a platinum member for four years. I've purchased their lifetime LLC package, a tax prep package, and their lifetime estate planning package. Their membership fees have been increasing. If you cancel, you can't receive benefits for any lifetime service. I have not used the LLC creation plan I purchased once because they are so slow; I end up filing the LLC myself (it takes 30 minutes) and getting my EIN. I have real estate purchases to make and need LLCs within a couple of weeks. It takes Anderson about three months. Tax prep package: I purchased this almost two years ago, and they didn't start working on it until two months ago. They had one job to start: file an amended return based on their review findings of an error from my prior CPA. I continually contact them and hear nothing back. Their tax prep package does not include any planning. Neither my platinum membership nor the $5k tax prep package resulted in a CPA calling me to discuss my situation more than once. Anyone with complex business needs continual strategy sessions every quarter. They ignore my quarterly filing requirements. In general, Anderson has no time for its members. They reel in customers through YouTube with service claims they can't support. Their hourly rates are extremely high-end for accounting and CPA work, such that it would only make sense to use them if you have a $1M+ business, since you'll be paying tens of thousands. I'm tired of sending countless emails that get ignored or met with an administrator reply: "they're working on it." They will refer you to their Zoom forums to ask questions, where you have to wait around for them to get to your question in a public forum. I do not recommend Anderson Advisors.

DO NOT USE their services! They will lie to you about sending documents to your county. They do not deliver when it comes to warranty deeds and help with this. A representative told me I'm not the only client who this happened to so trust me, I am not the only one complaining.

Money begets money when wisely employed; Anderson Advisors imparts the knowledge needed to wisely employ and protect your money.

Jeff, Josh and Jordan did an excellent job in educating and presenting a tremendous amount of valuable information, but were also very intentional in personalizing everyone's experience by answering questions and walking through concepts comprehensively. I hIghly recommend Anderson for anyone looking to develop best practices in being proactive on the critical issues of asset protection and tax efficiency.