Anderson Tax & Consulting

What Anderson Tax & Consulting does

Anderson Tax & Consulting was a Gahanna, Ohio-based tax and consulting firm founded in 2006 that specialized in business financial statement preparation, income tax preparation, tax compliance, and tax planning for individuals and businesses in the Columbus metro area. The firm was owned and operated by Steve Anderson, CPA, and offered three core service lines: tax preparation and filing, tax planning and strategy, and general business consulting. Operating from a single office at 120 Mill Street, Suite 204, Gahanna, OH 43230, the firm served a localized client base with CPA-led advisory services.

The business model was a traditional professional services model, generating revenue through engagement-based fees for tax compliance and advisory work. Pricing was not publicly disclosed. Go-to-market relied on local relationships, CPA-led trust, and the firm's reputation within the Gahanna/Columbus submarket; no marketing channels, technology platforms, or distribution partnerships were disclosed beyond standard local practice.

Effective January 9, 2026, Anderson Tax & Consulting was acquired by True Wealth Design, an SEC-registered investment advisory firm headquartered in Akron, Ohio. Following the acquisition, Steve Anderson, CPA, transitioned to serve as Tax Director at True Wealth Design, while the Anderson Tax & Consulting team continued serving clients without interruption from the existing Gahanna office. The acquisition expanded True Wealth Design's accounting and tax division and its footprint in the Columbus metro area, absorbing Anderson's clients into True Wealth's broader platform that supports more than 450 business owners across tax compliance, outsourced accounting, payroll, and advisory services.

Name

Anderson Tax & Consulting

Legal name

Anderson Tax & Consulting

Website

https://andersontaxgroup.com

Company type

Private

Founded year

2006

Operating status

Acquired

Headcount range

11–50 employees

Short description

Anderson Tax & Consulting was a Gahanna, Ohio-based CPA firm offering tax preparation, tax planning, and business consulting for individuals and small businesses in the Columbus metro area, founded in 2006 by Steve Anderson, CPA, and acquired by True Wealth Design in January 2026.

Ownership category

akta.pro rank

Product category

Tax & Accounting Services

NAICS

Offices of Certified Public Accountants (541211), Tax Preparation Services (541213)

SIC

Services-Engineering, Accounting, Research, Management (8700)

akta.pro primary industry

Tax Advisory & Compliance (BPAHABAB)

akta.pro secondary industry

Financial Reporting & Technical Accounting Advisory (GAAP/IFRS) (BPAHABAF)

Keywords

• Tax preparation services
• Tax planning strategy
• Business tax consulting
• Financial statement preparation
• Tax compliance services

Headquarters

HQ city

Ohio

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D

Distribution channels1 record

Core offering

Anderson Tax & Consulting is a CPA-led firm that delivers business financial statement preparation, individual and business income tax preparation, tax compliance, and tax planning services to clients in the Columbus, Ohio metro area. The firm also provides business consulting to support clients with financial and operational guidance. Following acquisition by True Wealth Design in January 2026, these services are now delivered as part of an integrated tax, accounting, payroll, and advisory platform while clients continue to be served from the existing Gahanna office.

Product overview

Anderson Tax & Consulting was a standalone tax and consulting firm that operated independently until its acquisition by True Wealth Design in January 2026. The company offered a focused suite of services including tax preparation and filing, tax planning and strategy, and business consulting. Following the acquisition, the firm was integrated into True Wealth Design's platform, with founder Steve Anderson, CPA, assuming the role of Tax Director while continuing to serve existing clients from the Gahanna, Ohio location.

Differentiator

Problem solved

Functional benefit

Products and services

• Tax Preparation & Filing Tax preparation and filing services for individuals and businesses, delivered by CPA staff at the Gahanna, Ohio office and now supported by True Wealth Design's integrated tax platform.
• Tax Planning & Strategy Year-round strategic tax planning aimed at minimizing tax liability for individual and business clients, integrated with True Wealth Design's tax planning capabilities for individuals and businesses post-acquisition.
• Business Consulting Financial and operational consulting for business clients, supporting them with financial guidance and general business advisory, complemented after the acquisition by True Wealth Design's Business Advisory Services.

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• True Wealth DesigncoreStrategic or Co-development Partner · 9 January 2026Anderson Tax & Consulting was acquired by True Wealth Design, an Ohio-based SEC-registered investment advisory firm. Steve Anderson, CPA, owner of Anderson Tax & Consulting, will serve as Tax Director at True Wealth. The acquisition is effective January 9, 2026, and Steve Anderson will remain with the firm through 2026 to ensure client continuity. The Anderson Tax & Consulting team will continue to serve clients without interruption from the existing Gahanna office location, now benefiting from additional tax, accounting, and advisory resources.

Scale indicators2 records

Recent moves4 records

Expansion highlights4 records

Broad incumbents

• Liberty Tax Service: National tax preparation franchise offering individual and small-business tax filing. Comparable to Anderson as a direct competitor in the retail tax preparation space, with a similar focus on smaller, local-market clients.
• Jackson Hewitt Tax Service: National tax preparation franchise network serving individuals and small businesses across the U.S. Comparable to Anderson because it operates in the same retail-oriented tax preparation category and competes for similar small-business and individual clients.
• Marcum LLP: Top-20 U.S. accounting and advisory firm providing tax, assurance, and consulting services to middle-market companies and high-net-worth individuals. Comparable to Anderson because it serves similar closely held business clients with a tax-and-advisory value proposition.
• CliftonLarsonAllen (CLA): Top-10 U.S. accounting firm providing tax, audit, advisory, and wealth management services to mid-market businesses and individuals. Comparable to Anderson because it serves the same closely-held-business client segment with an integrated tax-and-advisory model.
• H&R Block: National tax preparation services chain offering individual and small-business tax filing, tax advisory, and related financial products. Comparable because it competes head-to-head with Anderson's core tax preparation service, but at vastly greater scale and brand recognition.
• KPMG US (Tax Services): Big Four professional services firm with a substantial U.S. tax practice serving individuals, private businesses, and family offices. Comparable to Anderson because it competes in tax preparation, tax planning, and business tax advisory, though at enterprise scale.

Others

• True Wealth Design: SEC-registered investment adviser headquartered in Akron, Ohio, and parent company of Anderson Tax & Consulting following the January 2026 acquisition. Directly comparable because it integrates tax, accounting, investment management, and family office services under a single Ohio-based platform that Anderson now feeds into.

Regional players

• Rea & Associates: Ohio-based CPA and business consulting firm serving closely held businesses, agribusiness, and individuals across the Midwest. Comparable to Anderson as a regional Ohio competitor in tax preparation, tax planning, and small-business advisory.
• Plante Moran: Large Midwestern accounting and business advisory firm serving closely held businesses, with strong presence in Ohio and the Great Lakes region. Comparable to Anderson because it competes for the same mid-market business-owner tax and advisory engagements.
• GBQ Partners: Ohio-based accounting and business consulting firm providing tax, audit, and advisory services to closely held businesses and individuals. Comparable to Anderson because it is a Midwest-rooted CPA firm serving similar business-owner clients with overlapping tax and advisory offerings.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks5 records

Key highlights5 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Anderson Tax & Consulting