Consulting by CPA and CFP in Hatfield PA

If you’re in need of advice and assistance outside the realm of the more traditional personal services listed on our website and are unsure if we can help, please contact us to find out for sure. At Anchor, we’re all about solving problems, and often the key to unlocking solutions lies in a fresh and unique perspective, combined with years of professional accounting, tax, financial planning and business experience.

We offer support related to a wide range of needs, including representation before the IRS, state and local governments; buying or leasing a vehicle; help with selecting the optimal retirement plan payout option; credit counseling; help in preventing the theft of your identity; and others. If what you need involves numbers, analysis and professional advice, chances are that we may be able to help you find a solution.  Consider contacting us to discuss specifics.

Fees are hourly or service-specific, depending on the nature of the work. Estimates are provided in advance of work performed.