Anchor Point CPA, P.C. helps executors, trustees, and surviving family members organize financial information and address accounting and tax matters. We also help individuals and families prepare important financial records before someone else needs to step in.
Services are separately scoped. Retirement & Legacy Advisory Program membership is not required.
Your circumstances determine the work you need. Depending on the engagement, support may include the following areas.
Bring together account information, financial records, and key contacts before a major life transition. Identify information gaps and organize practical next steps to discuss with your family, attorney, and other professionals.
Organize estate financial records, account for money received and paid, and prepare accounting summaries within the agreed scope. Coordinate accounting and tax information with the executor and estate attorney.
Organize trust financial activity, reconcile supporting records, and prepare accounting summaries. Address related tax work through a specifically defined engagement.
Bring household and inherited-asset information into focus after the loss of a loved one. Organize records and identify tax questions and practical next steps to coordinate with the appropriate professionals.
A general inquiry helps us understand your situation and determine whether your needs fit the services we provide.
Share a brief overview of the estate, trust, or family situation, your role, and any known deadlines. Please keep sensitive financial information and documents out of the public contact form.
We review the requested services and who is authorized to engage the firm. Any accepted work is documented in an engagement that explains the scope, responsibilities, and fees.
After the engagement is accepted, use My Anchor Point, our client portal powered by TaxDome, to provide requested records and communicate with the firm. We carry out the agreed accounting and tax work and coordinate with other professionals as appropriate.
Clear responsibilities help everyone understand which professional is handling each part of the work.
We focus on financial organization, accounting, and tax matters within the agreed engagement. We help assemble information and prepare the accounting and tax work expressly included in that scope.
Anchor Point CPA, P.C. does not provide legal advice or legal representation, draft wills or trusts, or serve as your executor or trustee. We coordinate accounting and tax matters with your attorney and other professionals as appropriate.
No. Estate, trust, and survivor-support inquiries are reviewed separately. You do not need to purchase a membership to discuss these services.
Yes. Our role is to support the accounting and tax matters included in your engagement and coordinate with your attorney as appropriate. Your attorney remains responsible for legal advice and legal services.
Only when it is expressly included in your engagement. We review the requested tax-return services and associated deadlines before accepting the work.
Fees depend on the services required and the scope of the work. The engagement explains the agreed services and fees before work begins.
Begin with a general inquiry. When records are needed, we will provide instructions for using My Anchor Point, our client portal powered by TaxDome. Please do not send tax returns, account numbers, Social Security numbers, or estate documents through the public website contact form.
Tell us whether you are preparing for the future, handling an estate, managing trust responsibilities, or organizing financial matters after a loss. We will review your inquiry and discuss whether an engagement is appropriate.
Please share only a general description of your situation. Sensitive documents belong in the client portal.