CERTIFIED PUBLIC ACCOUNTANTS
CERTIFIED PUBLIC ACCOUNTANTS
welcome to
Anthem Advisory and Strategy Services, by DPW
powered by dpw
welcome to
Anthem Advisory and Strategy Services, by DPW
powered by dpw
welcome to
Anthem Advisory and Strategy Services, by DPW
powered by dpw
A new suite of strategic and advisory services from DPW to help you reach – and surpass – your goals.See what we can do for you!

Compliance & Operations

Enhance Productivity
Day-to-day Operations
Operational Efficiency

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Advisory

Innovative Solutions
Financial Forecasting
Business Growth

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Strategy

Future-proofing
Competitive Positioning
Strategic Planning

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COMPLIANCE & OPERATIONS

Streamlined performance to increase profit
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01

Record Books (S-Corp and LLC)

Ensuring meticulous record-keeping for S-Corps and LLCs, this service provides peace of mind by maintaining accurate financial records and meeting compliance standards, enabling smooth operations and informed decision-making.

02

Business Valuations

Get practical assistance to determine the true value of your business with professional business valuation services, essential for mergers, acquisitions, and strategic decision-making.

03

Business Operations and Documentation

Streamline your business operations with meticulous documentation, ensuring compliance with regulations and facilitating efficient day-to-day management.

04

Technology Integration Solutions

Leverage technology to streamline operations and enhance productivity with customized integration solutions tailored to your business requirements.

01

Record Books (S-Corp and LLC)

Ensuring meticulous record-keeping for S-Corps and LLCs, this service provides peace of mind by maintaining accurate financial records and meeting compliance standards, enabling smooth operations and informed decision-making.

02

Business Valuations

Get practical assistance to determine the true value of your business with professional business valuation services, essential for mergers, acquisitions, and strategic decision-making.

03

Business Operations and Documentation

Streamline your business operations with meticulous documentation, ensuring compliance with regulations and facilitating efficient day-to-day management.

04

Technology Integration Solutions

Leverage technology to streamline operations and enhance productivity with customized integration solutions tailored to your business requirements.

Ready to streamline performance and operations? Schedule a session today!

ADVISORY

Expert guidance to inspire leaders
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01

Entity Structure Planning

(Partnership, Single Member LLC, S-Corp, Multiple Member LLC): Tailored to your unique business needs, this service guides you through selecting the optimal legal structure, whether it's a partnership, single or multiple member LLC, or an S-Corp, maximizing tax advantages and liability protection for your business.

02

Cash Flow Planning Using Your S-Corp/LLC

Strategically manage cash flow within your S-Corp or LLC, optimizing liquidity and maximizing profitability while minimizing tax liabilities.

03

Equity Planning

Optimize equity allocation within your business, ensuring fairness and alignment with your long-term goals and strategic vision.

04

Education Savings & Income Shifting

Plan for future education expenses while optimizing tax benefits through strategic income shifting and utilizing education savings accounts.

05

Estate Planning

Protect your legacy and loved ones with comprehensive estate planning, including wills, trusts, and asset distribution strategies, designed to minimize taxes and streamline the transfer of wealth according to your wishes.

06

Retirement Planning

Secure your financial future with comprehensive retirement planning, including investment strategies, pension optimization, and tax-efficient withdrawal plans.

07

Succession Planning

Ensure the smooth transition of your business to the next generation or new ownership with comprehensive succession planning, minimizing disruption and maximizing value.

01

Entity Structure Planning

(Partnership, Single Member LLC, S-Corp, Multiple Member LLC): Tailored to your unique business needs, this service guides you through selecting the optimal legal structure, whether it's a partnership, single or multiple member LLC, or an S-Corp, maximizing tax advantages and liability protection for your business.

02

Cash Flow Planning Using Your S-Corp/LLC

Strategically manage cash flow within your S-Corp or LLC, optimizing liquidity and maximizing profitability while minimizing tax liabilities.

03

Equity Planning

Optimize equity allocation within your business, ensuring fairness and alignment with your long-term goals and strategic vision.

04

Education Savings & Income Shifting

Plan for future education expenses while optimizing tax benefits through strategic income shifting and utilizing education savings accounts.

05

Estate Planning

Protect your legacy and loved ones with comprehensive estate planning, including wills, trusts, and asset distribution strategies, designed to minimize taxes and streamline the transfer of wealth according to your wishes.

06

Retirement Planning

Secure your financial future with comprehensive retirement planning, including investment strategies, pension optimization, and tax-efficient withdrawal plans.

07

Succession Planning

Ensure the smooth transition of your business to the next generation or new ownership with comprehensive succession planning, minimizing disruption and maximizing value.

It's time to strategize. Schedule a session today!
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strategy

Strategy is the starting point of a leader’s planning
01

Corporate/LLC Income Strategies

Develop tailored income strategies for your corporation or LLC, optimizing distributions and dividends to maximize shareholder value.

02

Tax Planning Strategies

Minimize tax liabilities and maximize tax efficiency with strategic tax planning tailored to your individual or business needs.

03

Independent Contractor Strategies

Navigate the complexities of independent contractor status, ensuring compliance with tax laws and maximizing benefits for both contractors and businesses.

04

Company Fringe Benefits Strategies

Enhance employee satisfaction and retention by offering competitive fringe benefits packages tailored to your company's needs and budget.

05

Rental Properties Strategies

Maximize returns on your real estate investments through expert guidance on property management, financing, and tax optimization strategies.

06

Cost Segregation Strategies

Maximize tax benefits and accelerate depreciation deductions for commercial real estate investments through cost segregation studies, optimizing cash flow and ROI.

07

1031 Exchange Strategies

Explore tax-deferred exchange opportunities for real estate investments, maximizing returns and preserving capital for future investment opportunities.

08

Cryptocurrency Taxation Strategies

Navigate the evolving landscape of cryptocurrency investments with expert guidance on portfolio diversification, risk management, and regulatory compliance.

01

Corporate/LLC Income Strategies

Develop tailored income strategies for your corporation or LLC, optimizing distributions and dividends to maximize shareholder value.

02

Tax Planning Strategies

Minimize tax liabilities and maximize tax efficiency with strategic tax planning tailored to your individual or business needs.

03

Independent Contractor Strategies

Navigate the complexities of independent contractor status, ensuring compliance with tax laws and maximizing benefits for both contractors and businesses.

04

Company Fringe Benefits Strategies

Enhance employee satisfaction and retention by offering competitive fringe benefits packages tailored to your company's needs and budget.

05

Rental Properties Strategies

Maximize returns on your real estate investments through expert guidance on property management, financing, and tax optimization strategies.

06

Cost Segregation Strategies

Maximize tax benefits and accelerate depreciation deductions for commercial real estate investments through cost segregation studies, optimizing cash flow and ROI.

07

1031 Exchange Strategies

Explore tax-deferred exchange opportunities for real estate investments, maximizing returns and preserving capital for future investment opportunities.

08

Cryptocurrency Taxation Strategies

Navigate the evolving landscape of cryptocurrency investments with expert guidance on portfolio diversification, risk management, and regulatory compliance.

Find answers to common questions. Please contact us for more information.

Tax strategy involves proactive planning to minimize tax liabilities and maximize savings throughout the year, whereas tax preparation only involves filing returns based on past transactions.

Ideally, tax strategy sessions should be scheduled quarterly to stay updated on financial activities and adjust strategies as needed.

Yes, we offer comprehensive tax strategies for both individuals and businesses to ensure optimal financial planning and tax efficiency.

Bring financial statements, previous years’ tax returns, receipts for major expenses, investment records, and any other documents related to income and deductions.

We employ robust security measures, including encrypted communications, secure storage solutions, and strict access controls to protect your sensitive information.

Yes, we offer both in-person and virtual consultations to accommodate your preferences and schedule.

Savings vary depending on your financial situation, but effective tax strategies can significantly reduce your tax liabilities and increase your overall savings.

Common strategies include Entity Structure Planning, Planning, Business Operations and Documentation, and Corporate/LLC Income Strategies.

Our team regularly participates in continuing education and professional development programs to stay current with the latest tax laws and regulations.

reviews

Join hundreds of satisfied clients
Dan N.Client
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“It has been a pleasure working with Ben Wilson & Zach Hatefi at Anthem. Their entire team exudes professionalism while providing good strategies and communication. I can highly recommend them!”
Willamette Legacy LawClient
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“We appreciate how easy you all make it to send people to you with confidence!”
Alisa N.Client
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“We had a consultation with Ben. He was very friendly and knowledgeable and answered all of our questions. Definitely recommend!”
Illahe WineryClient
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“I have been a client for more than ten years. Their helpful knowledgeable staff have improved all facets of my business accounting. Their bookkeeping assistance is essential for me to keep my winer going and put attention to only the most important aspects of running my business.”
Melinda F.Client
Read More
“Anthem has an incredibly professional and supportive reputation in our area that they have well earned and deserve. Personally, my family and I look forward to their expertise with our investments and preparing our taxes. We truly believe our future is stronger because of them.”
Caleb R.Client
Read More
"Working with Anthem has been such a positive experience. The team is absolutely incredible, they're so easy to work with, and have really helped me a lot during my first year of business. So glad I reached out to them!”
Melinda F.Client
Read More
“Professionally, Anthem steps up to meet the needs of our community. They have sponsored many community events that benefit children, women and their families and nonprofits throughout Marion, Polk and Yamhill counties. They have a purpose that makes a positive impact in so many lives.”
David P.Client
Read More
“As for the work performed, it was done expeditiously and accurately. The work performed ended up saving me tens of thousands of dollars. In short, they do five star work.”
Tornado Soft ExcavationClient
Read More
“Anthem has been our accounting firm since 2013 and has guided us as our business has grown. They are knowledgeable, professional, and available when needed. We are grateful for all their support.”
Dan N.Client
Read More
“It has been a pleasure working with Ben Wilson & Zach Hatefi at Anthem. Their entire team exudes professionalism while providing good strategies and communication. I can highly recommend them!”
Willamette Legacy LawClient
Read More
“We appreciate how easy you all make it to send people to you with confidence!”
Alisa N.Client
Read More
“We had a consultation with Ben. He was very friendly and knowledgeable and answered all of our questions. Definitely recommend!”
Illahe WineryClient
Read More
“I have been a client for more than ten years. Their helpful knowledgeable staff have improved all facets of my business accounting. Their bookkeeping assistance is essential for me to keep my winer going and put attention to only the most important aspects of running my business.”
Melinda F.Client
Read More
“Anthem has an incredibly professional and supportive reputation in our area that they have well earned and deserve. Personally, my family and I look forward to their expertise with our investments and preparing our taxes. We truly believe our future is stronger because of them.”
Caleb R.Client
Read More
"Working with Anthem has been such a positive experience. The team is absolutely incredible, they're so easy to work with, and have really helped me a lot during my first year of business. So glad I reached out to them!”
Melinda F.Client
Read More
“Professionally, Anthem steps up to meet the needs of our community. They have sponsored many community events that benefit children, women and their families and nonprofits throughout Marion, Polk and Yamhill counties. They have a purpose that makes a positive impact in so many lives.”
David P.Client
Read More
“As for the work performed, it was done expeditiously and accurately. The work performed ended up saving me tens of thousands of dollars. In short, they do five star work.”
Tornado Soft ExcavationClient
Read More
“Anthem has been our accounting firm since 2013 and has guided us as our business has grown. They are knowledgeable, professional, and available when needed. We are grateful for all their support.”
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