Anchor Accounting Services
- Company typePrivate
- Founded2024
- HeadquartersMidlothian, United States
- Headcount11–50
- GTM typeB2B and B2C
- OfferingServices
Anchor Accounting Services firmographics
Firmographics- Name
- Anchor Accounting Services
- Legal name
- Anchor Accounting Services, LLC
- Website
- https://anchoraccounting.net
- Company type
- Private
- Founded year
- 2024
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Ownership category
- akta.pro rank
Anchor Accounting Services industry classification
Industry- Product category
- Tax Credit Recovery Services
- NAICS
- Offices of Certified Public Accountants (541211), Other Accounting Services (541219)
- akta.pro primary industry
- Financial Reporting & Technical Accounting Advisory (GAAP/IFRS) (BPAHABAF)
Keywords
Where Anchor Accounting Services is headquartered
LocationHeadquarters
- HQ city
- Midlothian
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Anchor Accounting Services business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales
Revenue model
- Contingency-Based Tax Credit Recovery: The company operates on a pure contingency model where no upfront fees are charged. Revenue is earned only when tax credits are successfully filed and approved, aligning incentives between the company and clients. The fee structure is tiered based on credit amounts recovered.
- Award-Based IEEPA Tariff Recovery: Purely award-based fee model with zero upfront costs for IEEPA tariff refund processing. Tiered fees are due only upon government award of the refund.
- Partner Revenue Sharing: Revenue-sharing and referral-based structures for CPA firms, PEOs, and affiliate partners who distribute tax credit services to their clients.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Outcome Based/ Performance | Pay-as-you-go | Contingency-based tax credit filing with no upfront cost |
Go-to-market motion3 records
Distribution channels5 records
Marketing channels6 records
Anchor Accounting Services product offering
Product offeringCore offering
Anchor Accounting Services is a specialized tax credit recovery firm that helps small businesses, gig workers, franchises, CPAs, and PEOs identify and claim federal tax credits such as FICA Tip Credit, WOTC, ERC, and the Self-Employed Tax Credit (SETC). The firm operates on a contingency basis with no upfront fees, using treasury-aligned infrastructure and IRS-compliant filing systems to manage the end-to-end credit lifecycle including eligibility screening, documentation, submission, and post-filing collections. Additional offerings include IEEPA tariff refund recovery for U.S. importers and white-label partner platforms for CPA firms and franchise operators.
Product overview
Anchor Accounting Services operates as a specialized tax credit recovery firm offering a portfolio of services and programs centered on helping small businesses, gig workers, and enterprise clients (CPAs, PEOs, franchises) recover overlooked tax credits and refunds. The core service suite includes Tax Credit Filing & Recovery, Treasury-Backed Payouts, Post-Filing Monitoring & Collections, and Audit-Ready Compliance Support—all delivered on a contingency basis with no upfront fees. The company also manages specific tax credit programs: FICA Tip Credit (for food/beverage employers), Work Opportunity Tax Credit (WOTC), Employee Retention Credit (ERC), and Gig Worker Credits including SETC. A newer offering is the IEEPA Tariff Recovery Program with two tracks: IEEPA Concierge (direct importers) and IEEPA 3rd Party Processing (for brokers/partners). Partner programs provide white-label filing portals and the MyGig referral platform. The business model emphasizes compliance-first filing with treasury infrastructure to accelerate payouts, positioning the company as a digital-first compliance partner rather than a traditional accounting firm.
Differentiator
Problem solved
Functional benefit
Brands
- Gig Worker Solutions: Self-employed credit recovery platform supporting 1099 workers through the SETC program
- MyGig
- Rubix
Products and services
- Tax Credit Filing & Recovery End-to-end tax credit lifecycle management including eligibility screening, IRS-compliant documentation preparation, form submission (Form 8846 for FICA Tip Credit, Forms 8850 and ETA 9061 for WOTC), and secure client portal tracking of submission status, delivered on a contingency basis to small businesses, franchise operators, and gig workers.
- Treasury-Backed Payouts Treasury-aligned payment infrastructure that accelerates refund delivery through centralized credit processing, automated alerts, IRS-system integration, and built-in audit checkpoints to prevent rejections and ensure faster collections for tax credit and refund clients.
- Post-Filing Monitoring & Collections Active post-submission tracking, IRS communication management, contingency-based collection support, and resubmission assistance for flagged or delayed returns to ensure clients actually receive their tax credits.
- Audit-Ready Compliance Support Compliance-first filing with full audit trails, treasury-aligned protocols, CPA and partner support for high-stakes filings, and RegTech-level protection with documentation ready for IRS review.
- FICA Tip Credit Program Federal tax credit recovery service for food and beverage employers that recovers 7.65% of FICA taxes paid on employee-reported tips, including IRS Form 8846 preparation, retroactive amendments for up to 3 years, and optional refund advances.
- Work Opportunity Tax Credit (WOTC) Federal hiring incentive recovery of up to $9,600 per qualified hire for employing individuals from targeted groups (veterans, long-term unemployed, SNAP recipients, formerly incarcerated, SSI/TANF recipients), including IRS Form 8850 and ETA 9061 preparation, state workforce agency coordination, and onboarding system integration.
- Employee Retention Credit (ERC) Retroactive refund recovery program for businesses that retained employees during COVID-19, providing substantial refunds even for businesses that received PPP loans, with audit-safe filing, accurate calculation, and full documentation support.
- Gig Worker Credits & Relief / Self-Employed Tax Credit (SETC) Tax relief program for independent contractors, freelancers, and gig workers including SETC for COVID-related sick leave and family leave, with the firm helping access over $622 million in credits for 1099 workers through its Gig Worker Solutions partnership and delivering up to $32,220 in refunds per individual.
- IEEPA Tariff Recovery Program End-to-end IEEPA tariff refund recovery service for U.S. importers managing the full CAPE filing process, data reconstruction, phase-compliant submissions, and Treasury coordination across an estimated $166B+ recovery pool.
- IEEPA Concierge Solution Track 1 service for direct importers requiring complete end-to-end management of IEEPA tariff refund claims, including multi-broker data audit, CAPE-compliant CSV preparation, Treasury ACH coordination, and post-submission tracking through payout completion.
- IEEPA 3rd Party Processing Track 2 service for customs brokers, CPA firms, trade attorneys, and investment groups, providing back-end execution engine for bulk processing, active line monitoring, and fulfillment risk reduction with flat portfolio pricing.
- Partner Platform (White-Label & Co-Branded) White-label and co-branded tax credit solutions for CPA firms, PEOs, and franchise operators, including white-labeled filing portals, revenue share models, IRS-compliant documentation, dedicated support teams, and multi-location tracking dashboards.
- MyGig Referral Platform Referral platform for professionals (CPAs, consultants) to introduce trusted tax credit services, providing personalized referral links, weekly commissions, client status visibility, and optional co-branded content without technical setup.
Quantifiable outcome
- Over $622 million in tax credits recovered for gig workers through SETC program
- +3 more outcomes
Companies that use Anchor Accounting Services
Customer profileNamed customers4 records
Segments6 records
Ideal customer profiles5 records
Anchor Accounting Services technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature4 records
Anchor Accounting Services partnerships and signals
Strategic signalPartnerships
Seven partnerships are on record, tiered core, major and minor.
- RubixcoreRubix is part of the Anchor ecosystem, providing secure, intelligent financial services for tax credit disbursements. Through integration with Rubix, partners and clients access fast, secure payments for tax credit disbursements, treasury-backed advances, seamless payouts, collections and audit tracking, and embedded banking for franchise and gig economy ecosystems.
- Gig Worker SolutionscoreAnchor Accounting is the driving force behind the largest self-employed credit recovery effort in the U.S., having helped over $622 million in tax credits reach 1099 workers through Gig Worker Solutions and the Self-Employed Tax Credit (SETC) program. The partnership includes co-branded credit portals, outreach toolkits, education content, and end-to-end fulfillment with audit protection.
- MyGigmajorReferral platform for professionals who want to introduce trusted, audit-backed tax credit services to businesses in their network. MyGig Certified Resellers receive personalized referral links, weekly commissions when credits are claimed, status visibility on referred clients, and optional co-branded content and training tools.
- CPA Firms & Accounting FirmsmajorCPA and accounting firm partnerships expand services without increasing overhead. Partners receive white-labeled filing portals, revenue share models, full compliance support, IRS-compliant documentation, and dedicated support teams. Helps CPAs retain clients and offer specialized tax credit services.
- PEOs (Professional Employer Organizations)majorPEO partnerships enable scalable tax credit services across client workforces. Anchor provides WOTC and FICA optimization, multi-location tracking, bulk eligibility review, and audit-safe filings that integrate with PEO workflows.
- Franchise OperatorsmajorFranchise partnerships centralize tax credit compliance across multiple locations. Anchor delivers scalable tools, centralized dashboards, and automated onboarding protocols designed to work across dozens or hundreds of units.
- Gig Worker CommunitiesminorPartnerships with gig worker community platforms, discussion boards, local meetup groups, and educational platforms to reach independent earners with tax credit information and filing support.
Scale indicators6 records
Recent moves6 records
Expansion highlights5 records
Anchor Accounting Services competitors and assessment
Company assessmentDirect peers
- Bench: Outsourced bookkeeping and accounting platform serving SMBs with dedicated teams and software. Comparable target customer and recurring engagement model to Anchor's small business tax services.
- Pilot: Tech-enabled bookkeeping, accounting, and CFO services for small businesses and startups. Comparable to Anchor as an outsourced financial services partner for SMB clients, though more generalist in scope.
- 1-800Accountant: National accounting and tax services firm focused on SMBs and entrepreneurs. Comparable in serving small business tax and advisory needs at scale with a virtual delivery model.
- ERC Today: Specialist firm focused on Employee Retention Credit and related payroll tax credit recovery for SMBs. Closely comparable to Anchor's contingency-based, audit-supported tax credit recovery model.
- Keeper Tax: Tax filing and write-off discovery app targeted at gig workers, freelancers, and 1099 earners. Directly comparable to Anchor's SETC and gig worker credit recovery offerings.
- Strategic Tax Credit Group: Tax credit and incentive consulting firm delivering federal and state credit programs (WOTC, R&D, etc.) to employers. Direct overlap with Anchor's WOTC and FICA Tip Credit practices.
Emerging players
- Bonsai: All-in-one platform for freelancers and solo businesses offering invoicing, contracts, accounting, and tax tools. Comparable customer persona to Anchor's solopreneur and gig worker segments.
- Found: Banking and tax tools built specifically for self-employed individuals and small businesses. Overlaps with Anchor's gig worker and SETC value proposition, though with a broader self-employed banking offering.
Broad incumbents
- Deloitte Tax LLP: Global tax practice of a Big 4 firm with dedicated credits & incentives and federal tax services for large employers. Comparable in serving the same underlying tax credit demand but from an enterprise tier.
- KPMG US: Big 4 professional services firm with significant federal tax credit, incentives, and credits & incentives practice. Operates broadly across the same tax credit landscape as Anchor but at enterprise scale.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat6 records
Key risks6 records
Key highlights6 records
Customer concentration
Anchor Accounting Services social profiles
Digital presenceAnchor Accounting Services financial estimates
Financial estimateRevenue estimate
Valuation estimate
Anchor Accounting Services leadership team
Management profileNumber of profiles
Profiles1 record
Anchor Accounting Services subsidiaries and ownership
Company hierarchySubsidiaries1 record
Anchor Accounting Services funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Anchor Accounting Services M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Anchor Accounting Services
What does Anchor Accounting Services do?
Anchor Accounting Services is a specialized tax credit recovery firm that helps small businesses, gig workers, franchises, CPAs, and PEOs identify and claim federal tax credits such as FICA Tip Credit, WOTC, ERC, and the Self-Employed Tax Credit (SETC). The firm operates on a contingency basis with no upfront fees, using treasury-aligned infrastructure and IRS-compliant filing systems to manage the end-to-end credit lifecycle including eligibility screening, documentation, submission, and post-filing collections. Additional offerings include IEEPA tariff refund recovery for U.S. importers and white-label partner platforms for CPA firms and franchise operators.
Is Anchor Accounting Services a public or private company?
Anchor Accounting Services is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Anchor Accounting Services founded?
Anchor Accounting Services was founded in 2024. It employs 11 to 50 people.
Where is Anchor Accounting Services based?
Anchor Accounting Services is headquartered in Midlothian, United States, in the North America region.
How does Anchor Accounting Services make money?
Three revenue lines are on record. Contingency-Based Tax Credit Recovery is the primary driver. The others are award-Based IEEPA Tariff Recovery and partner Revenue Sharing.
Who are Anchor Accounting Services's main competitors?
Direct peers on record are Bench, Pilot, 1-800Accountant, ERC Today, Keeper Tax and Strategic Tax Credit Group. Emerging players are Bonsai and Found. Broad incumbents are Deloitte Tax LLP and KPMG US.
Does Anchor Accounting Services have an API?
No public API is recorded for Anchor Accounting Services.
What industry is Anchor Accounting Services in?
Anchor Accounting Services's product category is Tax Credit Recovery Services. Its primary akta.pro industry code is BPAHABAF, Financial Reporting & Technical Accounting Advisory (GAAP/IFRS). Its NAICS code is 541211.