Business and Professional Services

Enjoy the Work You Do

Understanding the complex and ever-changing landscape of tax, payroll and retirement can be a daunting task! If you’re finding yourself spending more time trying to navigate your way through the complexities than you spend enjoying the work you do it may be time to schedule a discussion with our team.

We serve small to mid-size businesses and help them meet the demands of today’s business and professional leader needs. Our payroll, accounting and tax services ensure that the decisions are made proactively based on the best outcomes possible for you and your team.

Tax Services

A continuing education requirement ensures that the professionals at Anfinson Thompson & Co. stay up to date about constantly changing tax laws so we can provide prudent, year-round tax planning counsel, including:

  • Designing strategies you can follow throughout the year to reduce your taxes
  • Clarifying the impact of the latest tax laws, legislation and IRS rules on your tax liability
  • Identifying the long and short term tax consequences of your spending, other financial decisions, and advising you on the steps you can take to reduce your future tax liability

Accounting Services

The team at Anfinson Thompson & Co. works to help you achieve your goals in all aspect of life. As your accounting partner we assist our clients with

  • Cash Flow Management
  • Business Analytics
  • Pricing Strategies
  • Billing Rates
  • Budgeting
  • Tax Planning
  • Tax Preparation
  • Internal Control Evaluation
  • SWOT Analysis
  • Financial Statement Preparation

Payroll Services

Put seasoned professionals on your team instead of your payroll.

Anfinson Thompson & Co. is equipped with dedicated professionals committed to helping you with the latest technology!

  • Payroll
  • Attendance and Time Management
  • Tax Deposits
  • Quarterly and Annual Reporting
  • Wage Garnishment
  • Retirement Account Reporting and 401ks, Simple IRA Plans, HSAs, and PERA
  • Tip Allocation
Learn more today!

Retirement Planning Services

It's never too late to plan for retirement; however, the sooner planning starts, the more financially prepared you are likely to feel when the time arrives. Guidance and support from the team at Anfinson Thompson & Co. will help you develop a plan that can give you confidence during your pre-retirement years, including:

  • Evaluating expenses that will be, or are likely to be, incurred during your retirement and creating a plan to eliminate any shortfall between income and expenses
  • Identifying the primary sources of retirement income that you have or should have and calculate the savings required for your to retire at a specific age and achieve your desired lifestyle
  • Creating strategies for preserving and growing retirement account balances and distribution amounts.
  • Helping you evaluate a diverse range of tax-efficient vehicles - IRAs, 401(k)s, and others - that are best suited to your age and retirement time frame

Business Consulting 

The success of your business depends on choosing solutions and support services that provide the foundation for making the best business and financial decisions. By using proven processes, leading methodologies, and detailed analysis, Anfinson Thompson & Co. provides business management services to help your business manage industry changes, quick decisions and new market prospects.

Your team at Anfinson Thompson & Co. will conduct thorough technology and operations assessment, interviewing key personnel and documenting finance and accounting business functions, processes and workflows to develop a gap and cost analysis.

By aligning your primary operations with the team of Anfinson Thompson & Co. and the appropriate technology, your organization will be positioned for growth and success.

Long Term Care

Long-term care insurance is designed to help cover services and support, such as bathing, dressing or eating for someone in need of care in settings ranging from their home to a facility like a nursing home, assisted living facility or adult day care center.

Long-term care insurance policies pay a daily benefit to policyholders. The cost of long-term care policies are based on your age when you buy the policy, the amount that the policy will pay per day, the number of years that the policy will pay and any optional benefits you may chose.

Schedule a time to visit with our insurance advisors to explore all of your options and find the best solution for you, your family or your businesses unique needs.

Life Insurance

Life Insurance is designed to provide financial protection for your heirs, family and/or business partners in a variety of ways. Several different types of insurance offer several different benefits. Term life insurance provides protection for a set period of time while whole and universal life insurance offer protection for a lifetime. Schedule a time to visit with our insurance advisors to explore all of your options and find the best solution for you, your family or your businesses unique needs.

Short and Long Term Disability

Short and Long Term Disability insurance is private insurance that replaces some of your income if an injury or illness prevent you from working. Disability Insurance can be an important protection, because unlike Worker's Compensation Insurance, Long & Short Term Disability Insurance is insurance for injuries or illnesses that does not have to be work-related.

Like the name states, Short-Term Disability pays a portion of your income between 9 weeks and 1 year, depending on your plan.

Long-Term Disability pays you a portion of your income after you run out of both sick leave and Short-Term Disability. Depending on your plan Long-Term Disability may pay out a portion of your income for 2 to 5 years, or until you reach a specific age.

Schedule a time to visit with our insurance advisors to explore all of your options and find the best solution for you, your family or your businesses unique needs.

Contact Us Today

Ready to work with our team?

We will work with you every step of the way.

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