A trusted local and convenient source for professional tax return preparation, business startup, investment, accounting and financial planning services.
Among the many services we offer: individual and business tax return preparation, personal budgeting and money management (including help with Quicken), investment planning and investment management, assistance with small business startups, accounting and payroll tax services, life, disability and long term care insurance, transition planning for divorced and widowed spouses, and help and advice organizing your records and financial affairs.
We are located in Lansdale, Pennsylvania and service the Montgomery county, Bucks county and Philadelphia county regions. When it comes to personal financial planning, accounting and tax matters, we all have unique needs, priorities and goals. In the over 30 years since beginning my career, I've long realized that financial planning and accounting are as much about people as they are about numbers. At Anchor, we understand that the ability to listen to our cllients is just as important as professional designations in helping to ensure that our professional advice truly meets the unique needs of our clients.
Frank M. Rich III, CPA, CFP
President