Anderson Business Advisors Reviews 

Great Business Advisory firm that provides great value in everything they do. Highly recommended.

Excellent work

I really enjoy working with this company and they are constantly making improvements to help educate their clients. They also offer daily live events where you can get your questions answered. I recommend.

Run don’t walk! I don’t know who’s leaving these reviews but it does seem odd that many are rather new and appeared after I wrote mine and I have seen a lot of reviews in many forums that are poor and complain of similar experiences. I spent $12,000 on a useless membership. I should’ve trusted the negative reviews, I read and all of the red flags. When you question them, they send you in circles and then when you get serious they drop you after they’ve cost you thousands of dollars in mistakes and not one tax saving strategy explained or implemented as anybody could create useless LLCs. After I filled out a survey at their prompting, I rated it for what it was, which was a horrible experience. They asked me to elaborate my telling the truth, and perceived threat of litigation - because I was not getting anywhere with them and I was not getting any refund led to the most patronizing and degrading conversation I’ve ever had with an attorney and I only got a hold of an attorney because they didn’t like my email. Given improper returns that were not looked at properly and refused to help and said they could amend it later. I felt like I was talking to a used car salesman that was talking down to me like he was above me in every way after I filled out their satisfaction survey he kept saying “look I don’t want to get into the minutia” because if we did get into the minutia, you can’t explain yourself so the best defense is just to say you don’t want to get into the details because if you really did, you’d have to explain away things you can’t explain. But you will keep my $12,000 with no work done what appears to be an AI tax review or at best was useless because I paid for tax strategies - and except for useless LLCs I did not get what was promised. I also want to respond to the baseless below response by some unknown person, condensing my matter into a small paragraph. They violated the law by unilaterally canceling my contract without refund because I complained and threatened litigation only when I did not get what I contracted for. They blamed me for everything things that do not make sense. They offered a refund of a very small amount and still to date I have no tax strategy and now no membership because I complained that I wasn’t getting what I paid for which is my right. When you unilaterally canceled my membership, you have a duty to refund the entire amount not what you feel is fit. When I hired them in February, they absolutely said they could take on my returns and get them filed on time by October. There’s a whole blog about it even on Reddit. There’s the Better Business Bureau complaints. There is extensive reviews that mirror mine. We can’t all be wrong. The tax advisor actually said to me at the end of the conversation that he had one last thing to say, and that was I am ending this call. I begged for a error free return to be amended prior to October 15th begged for tax saving strategies or even to get my properties protected. All never completed. If you think a two year tax review that looks like it came out of AI that tells you your risk of certain areas to them is tax strategies. Well then save yourself the $12,000 and put your returns into AI because it would do a better job than what I received. It appears on taxes at best they farm your stuff out where I’m not really sure. You’ll be put in an endless loop of circles and how dare you keep $12,000 for creating three useless LLCs and providing not only no tax saving strategies but actually costing me the most taxes I’ve ever paid.

Super happy so far as a new customer of Anderson Advisors. Feels amazing to have such a big team of professionals on my side to help guide me on my business journey.

Anderson Business Advisors has been such a pleasure to work with. They provide an exceptional amount of value, way above the cost. I am utilizing the platinum knowledge room and all of the information they provide almost on a daily basis and their knowledge on all of the subjects I've asked questions about has been superb. Personally, I have asked questions in areas of Taxes, Investments, Corporate Structures as well as Non-Profit Setup. They have provided knowledgeable and timely responses to all of my questions and I couldn't be more pleased with their services.

To be honest, Sara Winter has been a complete jewel and very informative and covers all the details. She is definitely an asset to the Anderson team as we would be lost in what we are doing without her. Valuable key asset to Anderson.

I've been thoroughly impressed with Anderson Advisors and their unparalleled Platinum Experience. Their question submission and knowledge room services are truly invaluable, providing me with the ability to have even the most complex questions answered promptly. This rapid turnaround is critical for making informed management decisions and scaling my business effectively.

What sets them apart is their platinum service features—questions that would typically take weeks or even months to resolve elsewhere are answered in just minutes here. Anderson Advisors has truly redefined efficiency and support, making them an indispensable partner for any forward-thinking business.

I wholeheartedly recommend Anderson Advisors to anyone seeking a proactive and innovative approach to business management.

Presenters were professional, customer focused, witty, & well informed. Wonderful classroom environment!

I feel so fortunate that I received an invitation to this online event! I learned so much from Clint and Toby which will probably save me from some very costly and painful mistakes.

I can’t wait to begin the process of creating an entity, and also of doing a Living Trust. We barely escaped a potentially catastrophic trust, and on that basis have fled from the idea of having any trusts.

I also look forward to learning how to properly invest. It should be part of our basic education, but sadly it is not.

Anonymity is also important to us.

Overall, the services seem very reasonably priced for the tremendous value.

Tiffany is awesome! I have worked with her for several years doing my tax returns. She is great to work with and wonderful with follow-up and follow-through. She is reliable, dependable and always willing to help through what is a stressful time (taxes). Please don't ever let her go (or assign her to someone else). She is my rock every tax season.

Jacob Reide, was understanding and patient, He also advised the better strategy I should approach for my business.

I would not be able to run my business without them. I would mention names of the great folks but there isn't enough room.

Kayla is professional and informative. As I am new to the world of business, I appreciate her patience and thorough guidance. She walked me through uploading a document for review on the Anderson website; going above and beyond for an expedited request. I appreciate the team-oriented culture of your business organization. Kayla is personable and I'm fortunate to work with her.

We first found Anderson Advisors by watching Toby and Clint's educational videos on Youtube. We signed up for the complimentary consultation and were deeply impressed by the amount of guidance we were given, even without being clients! We immediately joined the Platinum program, which has paid off again and again over the years. We are very satisfied and grateful clients. The knowledge we have gained has not only protected our assets but has given us peace of mind.

Clint & Toby were unbelievably generous with their time. Their presentation provided thousands of dollars in advisory fees at no charge. Yes, they hoped to pick up a few clients, but they were happy if you just came away having learned a few things.

The training and the services offered are geared toward investors and traders, but would be valuable to anyone that wants to protect their assets, mitigate taxation, and let those in your family & friends know what your wishes are through life, incapacitation, or passing.

I already trust them and plan to become a client!

We attended the Structure and Implementation Workshop, and we found the training to be excellent. The instructors were fantastic at answering questions and addressing concerns from everyone. It was a wonderful opportunity to connect with other investors and share stories.

The atmosphere was very courteous and helpful, with everyone willing to answer questions and provide assistance.

We highly recommend attending this workshop; it is definitely worth the time, cost, and effort.

However, it would have been nice if the breakfast had decent donuts, as the ones provided were not good. Additionally, the ladies' restrooms could use some servicing.

I greatly appreciate the teaching nature of Anderson Business Advisors because those of us new to the business or investing world have a ton of questions. Each person I've talked to at Anderson has been very willing to answer my many questions and walk me through even the most basic of steps with patience.

Wonderful way to get tax help and advise from lawyers.

I have been a member of Anderson Advisors for 25 Plus years now. They are so reliable, competent, great customer service. I have so happy all those years and highly recommend them. Josh Terry, Karim Hanafy, Savannah Wallace, Tanya Saxon and Mary Levy are part of my team. Overall the staff and employees are courteous, knowledgeable , professional and very helpful.