Portland Tax Consultant - Ex-IRS Auditor
We Are Not Your Average CPA Firm
We focus upon tax planning, retirement, and beyond.
Does This Sound Like You?
Aspiring to earn > $1M.
Seeking to save money and time while boosting profits.
Passionate about your life’s work and committed to building, protecting, and controlling your wealth.
Our ideal clients are growth-minded leaders and doers who are experts, tech-savvy, kind, respectful, and grateful.
Embracing New Opportunities with Anvil Tax, Inc.'s Strategic Approach to Wealth Management
Embracing New Opportunities with Anvil Tax, Inc.'s
Strategic Approach to Wealth Management
At Anvil Tax Inc., we understand that our clients aim to build, protect, and control their wealth.
To achieve these objectives, we have established Four Foundational Pillars:
To achieve these objectives, we have established Four Foundational Pillars:
Streamline your efforts by concentrating your time, money, and energy into a few key areas to build your wealth.
This approach may involve investing more in your own business, focusing on a particular market or asset class, or dedicating yourself to a few high-potential opportunities.
Diversification is about spreading your money across different types of investments, industries, and regions to minimize risk.
This strategy helps protect and grow your wealth by not putting all your eggs in one basket, ensuring that a downturn in one area won't significantly impact your overall financial health.
Strategizing on developing a comprehensive plan to manage and grow your wealth.
This includes solutions for tax planning, estate planning, insurance planning, and investment strategies all designed to meet your unique goals and needs.
Avoid Missed Opportunities: Take Action Now
Far too often, missed opportunities arise because people wait until it's too late to take action—don't let that be your story.
At Anvil Tax, Inc., we're not just here to crunch numbers and fill out tax returns.
We're dedicated to protecting your hard-earned money and helping you achieve your financial goals.
Our comprehensive planning, analysis, and growth strategies provide the foundation for your financial success.
Our comprehensive planning, analysis, and growth strategies provide the foundation for your financial success.
Don't miss out on valuable tax savings. Schedule a right fit call with me today and take the first step towards securing your financial future.
Are you interested in working with us?
We collaborate with entrepreneurs and business owners who:
✓ Aim to optimize their finances, save time, and build, protect, and control their wealth.
✓ Are dedicated to achieving excellence in retirement and estate planning with a holistic approach that goes beyond just tax considerations.
Are you the right fit?
Welcome to Anvil Tax Inc.!
Congratulations on being proactive! We're delighted to have the opportunity to support you in optimizing your tax strategy while helping you create and preserve wealth. At Anvil Tax Inc., we are dedicated to delivering exceptional service and expertise tailored to your unique financial goals.
Congratulations on being proactive! We're delighted to have the opportunity to support you in optimizing your tax strategy while helping you create and preserve wealth. At Anvil Tax Inc., we are dedicated to delivering exceptional service and expertise tailored to your unique financial goals.
Here’s an overview of our process:
Step 1: Assessment Retainer Fee (if applicable)
Based on the documents you provided or initial Right-Fit call we’ll determine whether a high level review of your account is necessary.
Think of this step as a clearance process to ensure that your tax and bookkeeping records is in good standing or to identify what needs to be addressed.
The Assessment Retainer Fee starts at $500.
If we find that no assessment is needed, the fee or any remaining balance will be credited toward your next engagement with us.
Step 2: Initial Tax Assessment Analysis / Tax Planning (optional)
Once your account is in good standing, we will conduct a detailed evaluation of your financial status, focusing on tax optimization, wealth creation, and preservation.
This initial analysis starts at $1,500 and allows us to pinpoint any areas that may need further attention.
This includes:
- Summary report of tax savings, with percentages and detailed breakdown.
- Projection report of tax savings/liabilities and potential investments.
- Inventory of necessary documents and identification of opportunities for improvement.
- Step-by-step overview and follow-through plan for recommendations.
Step 3: Proposal Development
After completing the full assessment, we will develop a proposal options tailored to your needs, often referred to as a Maintenance or Bundled Fee.
This package can include bookkeeping, tax, and advisory services, tailored to meet your specific needs.
While we are working towards automating our proposal generation, they are currently created manually.
Once you select a proposal, which typically starts at $375 per month, we will finalize the engagement through TaxDome.
We look forward to helping you achieve your financial objectives.
If you have any questions or are ready to begin the tax assessment process, please reach out.
Thank you for choosing Anvil Tax Inc. We’re excited to work with you!
Schedule a Right Fit Call
The next step is to get on a 30-minute call with me!
Simply pick a day and time, and we’ll ensure my service is right for you while explaining how it works below.
Daveed Tuck
CEO
What Makes Us Different
At Anvil Tax Inc., we are not your average CPA firm. We add value by helping clients achieve their financial goals through a comprehensive approach to wealth management.
By focusing on building, protecting, and controlling wealth through data-driven analysis, asset protection, tax mitigation, and legacy planning, we provide our clients with the tools and strategies they need to secure their financial future.
Our Three Objectives and Four Foundational Pillars are designed to transform financial situations, ensuring stability and peace of mind for you and your family.
Our Three Objectives and Four Foundational Pillars are designed to transform financial situations, ensuring stability and peace of mind for you and your family.
Daveed Tuck
Oregon Licensed Tax Consultant 31902-C
What Does Anvil stand for?
The name and symbolism of Anvil Tax, Inc. are deeply connected to our family's history and the lasting values of hard work and resilience. My family's legacy, rooted in the agricultural landscape, was shaped by farmers and ranchers who valued precision and the essential tools that supported their livelihoods. Among these tools, the Anvil was a symbol of strength and adaptability, essential for making tools and art that were key to farm life.
As we have moved from the agricultural era to the knowledge age, the timeless principles represented by the anvil continue to guide us.
At Anvil Tax Inc., we honor these principles by adopting a thoughtful approach to shaping our clients' financial futures. Our commitment to precision, asset protection, tax mitigation, and legacy planning ensures that our clients can achieve their financial goals with confidence. We respect the anvil's historical significance as a symbol of strength, precision, and the ability to shape the future, and we draw inspiration from its enduring qualities in our work.
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