Anchor Financial Services, CPA, PA

A CPA firm can provide tax return preparation, IRS audit representation, and formal attest services such as compiled or reviewed financial statements — activities that fall outside the scope of a registered investment advisor. This regulatory distinction allows the firm to give tax opinions with professional liability backing under AICPA standards, and to represent clients directly in IRS matters, which is a material advantage when structuring complex business entities or resolving tax controversies.

The client base tends to center on closely held business owners, professional service providers such as physicians and attorneys, real estate investors, and high-net-worth families requiring integrated tax and financial planning. These clients value the continuity of having a CPA firm handle both annual compliance and long-range wealth planning, reducing information loss between siloed providers.