Question 1

What services does Anthem Strategy & Advisory provide?

Accepted Answer

Anthem Strategy & Advisory is a full-service CPA firm that offers a broad range of strategic and advisory services, including tax planning and preparation, business valuations, financial statements, fractional CFO services, payroll, client accounting services, and specialty tax services.

Question 2

What industries does Anthem Strategy & Advisory specialize in?

Accepted Answer

Anthem Strategy & Advisory specializes in serving clients in various industries, including agribusiness, breweries, construction, financial services, food and beverage, hospitality, healthcare, nonprofit, manufacturing, professional services, real estate, state and local tax (SALT), and wineries and vineyards.

Question 3

What personal services does Anthem Strategy & Advisory offer?

Accepted Answer

In addition to their business services, Anthem Strategy & Advisory also provides personal services such as tax planning and preparation, as well as estate and trust planning, to help individuals and families protect their assets and plan for the future.

Question 4

What is Anthem Strategy & Advisory's vision and culture?

Accepted Answer

Anthem Strategy & Advisory's vision is to help their clients build businesses that work for their lives. Their culture is focused on providing a personalized approach that gives clients clarity, savings, and peace of mind at every stage.

Question 5

How can clients work with Anthem Strategy & Advisory?

Accepted Answer

Clients can work with Anthem Strategy & Advisory in a variety of ways, including accessing their online client center, sending and receiving files remotely, and paying their bills online. The firm also offers remote support and encourages clients to contact them directly at their office in Portland or Salem, Oregon.

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What services does Anthem Strategy & Advisory provide?

What industries does Anthem Strategy & Advisory specialize in?

What personal services does Anthem Strategy & Advisory offer?

What is Anthem Strategy & Advisory's vision and culture?

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