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"Andersen & Company has provided exemplary business accounting services for Carlile • Macy, Inc. for over 30 years… They have always been just a phone call away with their consulting services. Carlile • Macy is very proud of our on-going relationship with Andersen & Company."
Jeanne L. Simpson, CPA, Principal and CFO
Carlile • Macy, Inc.

"More than accountants, Andersen & Company has been our trusted advisor, partner and as much a part of our team as anyone in our company for over 25 years… Quite frankly, Andersen & Company’s support has played a significant role in our success. They really care about Keegan & Coppin."
Al Coppin, CPA, President
Keegan & Coppin Company, Inc.

"Our company, ThermaSource, has experienced monumental growth in the last 18 months… We are extremely happy with our relationship with Andersen & Company."
Louis E. Capuano, Jr., President and CEO
ThermaSource, Inc. and ThermaSource, LLC.

"Andersen & Company is an integral part of our management team. Their staff is knowledgeable and responsive with resources not found in all CPA firms."
Rick Call, President
Power Industries

"We have been working with Rick Gillespie and his team at Andersen & Company for over 15 satisfying and successful years. They have taken the time to understand our business and our goals... Over the years, they have become a trusted advisor to our management team... No matter the subject or challenge at hand, we always share a laugh or two and enjoy our work with Rick and his team."
Greg Swaffer, President
Summit Engineering

"The business advice that Andersen & Company has presented to us throughout our long relationship – over 20 years – has been instrumental to our growth. From advance tax deferral strategies to comprehensive succession planning services, our team at Andersen has always been there when we needed them and has answered our needs with sound plans."
Peter Schellinger, Managing Director
Schellinger Brothers, L.P.

"It has been a pleasure to work with Andersen & Company for over ten years. Their expertise in the real estate industry and experience with general business issues has been very beneficial in helping us run our operation more effectively."
Chris Peterson, Partner
Rivendale Homes, Inc.

"It is the personal attention we receive that is geared to the needs of our company that set Andersen & Co. apart from other accountants."
Dan Thielen, Operations Manager
Michael's Harley Davidson

"15 years ago Andersen & Company expertly handled a very complex business and ownership transition for us. They have provided our accounting, tax, and business consulting services ever since, and I have slept peacefully under their guidance."
Don Tomasi, AIA and Senior Principal
TLCD Architecture

Strategic Tax Planning & Compliance

In helping clients maximize their tax positions, Andersen tax experts take a proactive, strategic approach. Our in-depth knowledge of our clients’ businesses enables us to anticipate potential issues and implement plans to minimize, defer and fulfill tax obligations.

Throughout its history, Andersen & Company has assisted small- to mid-sized companies, family-owned businesses, their owners and high net worth individuals with tax planning and preparation. The breadth, depth and experience of our tax team enable us to grapple with highly complex tax issues and achieve measurable results for our clients. Our goals are very clear: Help clients develop a tax strategy that will assure maximum cash flow with minimum liability in compliance with ever-evolving tax laws.

The Andersen tax department offers a comprehensive array of tax services and brings to bear a level of resources often only associated with national firms. Underlying all that we do is a proactive, strategic approach, the core of which is tactical planning for short- and long-term goals, with the objective of developing options that minimize tax obligations to the extent it is possible. When appropriate, we partner with our client’s existing professional advisory team, and if needed, we can help build the right team to support our client’s specific needs.

Strategic Tax Planning and Compliance Support Capabilities

  • Business formation and entity selection
  • Estate, gift and charitable planning
  • Tax and estate planning related to business succession and transfers, including reorganizations, mergers, and acquisitions
  • Property transactions
  • 1031 tax-deferred exchanges
  • Planning ownership changes in corporations, LLCs and FLPs
  • Trust planning and administration
  • Research and development tax credits
  • Stock option planning
  • Divorce tax strategies and planning for the division of marital assets

Related Information

Practice Group Leaders

Chris Paris
(707) 524-6517 - Phone
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Joe Kitts
(707) 524-6514 - Phone
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Joni Fritsche
(707) 524-6529 - Phone
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Practice Group Professionals

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