Customer ReviewsforAnderson Business Advisors, LLC

Tax company not filing our taxes on time. Telling it’s my responsibility to keep track of everything despite paying a premium for the past decade. After incurring penalties that could break a business, they dropped my company like a hot potato and left me looking for another accountant. Shady and untrustworthy.

At Anderson, we take our profession and services seriously. When our CPAs are asked to do anything outside the tax code or law by a client, we let our client know that it is not something we will do and advise the client to refrain from engaging in those activities. If the client still wants to do so and it's in conflict with the tax code, we will be forced to disengage with that client. A client refusing to follow the tax law and does not want to pay legally owed taxes is not someone we can work with no matter how hard they complain.

Too much expensive 3000$ to 9000$ after 1st advisor Al informed for to purchase ... its look like phishing... but need to do more research and peer review... too much annoying that Advisor didn't have time to discuss more about the platinum mumbership which for I paid already $2997.00. Look like they are loaded with other clients....hahahaha....

Very hard time to believe the word and action of Clint and Toby as they promise during webinar… Good money making business by INJECTING FEAR ??… I will wait few weeks to get resolution after I can talk to Anderson Lawyer… Looks like lots of promise but no action…. Will update by next week…

Hello Gopal, Thank you so much for sharing your feedback with us!

We have researched your account and see that you purchased your Business Essentials Package with us on 12/22 and had your scheduled strategy session with your advisor on 12/26. Per the notes from your call, it seems that providing you with the level of protection that you and your wife are looking to achieve, would require the purchase of additional services. Please note, that our Business Essentials Package is a great value and allows you access to many wonderful benefits such as the Platinum Membership, Company Assistance Program, one LLC formation, Virtual Bookkeeping, Tax Toolbox, our attorney team, and all of the great Platinum Portal resources. In addition to this, your package also included a bonus Personal Residence Trust, deed preparation (1), and our nominee service at no additional cost. 


To best meet your needs and help you achieve your goals, your advisor determined that an upgrade to our Unlimited WST package would be necessary which is why you were sent an agreement for those services. Please understand that you are in no way obligated to purchase that service and you are free to discuss your options with your advisor if you wish. Based on your activity history, we can see that you first requested a follow-up call with your advisor after hours on 12/28. Your advisor was out of the office on 12/29 for the New Year holiday and we were closed on 12/30 when you followed up again as this was a Saturday. Your team would be happy to assist you in scheduling a follow-up call to review your account and structure.


You can expect to hear from our Client Advocacy Team today. They would be happy to assist you moving forward.

I am in the first year of utilizing this company and have found the legal services with Mr. Jason ****** to far surpass any expectation. The model through Anderson which allows for comprehensive access to attorneys has been exactly what I need. With several detailed, thorough and complex questions posed to the team this year while I face business decisions in a new industry, the professionalism and accuracy that Mr. ****** has demonstrated during our time together has absolutely superseded that of any legal advisor I have encountered. I am extremely grateful to have made the decision to work with Anderson Business Advisors.

We are happy that you've had a great experience with Anderson and that our Attorney Jason Zundel has provided exceptional service. We appreciate you taking the time to let others know about your experience with Anderson.

Anderson wasted some much time passing me around from one person to another. Anderson has extremely slow to produce results and because they received a fee up front the team is not motivated to ensure that you are getting the products you paid for before the deadlines expire for a refund or for services to end. In addition, there are more fees and costs once you pay the initial fee that are not mentioned in the sign-up agreement. Five months later, I still did not get the services and documents I paid for in my original agreement with Anderson. The bookkeeping service, which is supposed to introduce me to how to keep records for a new business and tax documents expires 6 months after the purchase date, and after working with Anderson, I have yet to learn the first thing from anyone on my Anderson assigned team about record keeping. If you are new to business and want to learn the best practices for a new business don't use Anderson unless you are available to answer the same questions repeatedly on numerous phone calls and give repeated information to many different people on the team, they set up. Finally, you should also be very computer savvy because one training method is watching videos in a portal they use.

Thank you so much for taking the time to share your valuable feedback with us!

We are disappointed to learn that you have experienced difficulty in fulfilling your purchased package. Upon researching your account, we have found that both our service team as well as our bookkeeping team have been attempting to contact you over the past 5 months to fulfill your services but have been unable to reach you after dozens of attempts by phone and email. Perhaps we need to get a different contact number for you.

Our Client Advocacy Team would be more than happy to speak with you directly to work toward a resolution. You can expect to hear from the team within the next 24 business hours.


Kind Regards,

Dissatisfied with the customer service provided for the Platinum services. Called the speciality 1-800 number and it rings with no response, and doesn’t even have an option to leave a voicemail. Also, the address provided to establish my business in my state with Dun&Bradstreet was not a legitimate address. So basically paid for supposedly specialized and personal service and didn’t receive comparable value. For example, our 2021 taxes were late which caused additional penalty fees. They provided no updates so we had to constantly call them. Would definitely not recommend Anderson to anyone looking for legal, business and tax services.

We truly appreciate you sharing your experience and are disappointed to see that you feel we are worth only a one star review. We strive to provide our clients with the best possible service and would love the opportunity to make this right but we are not able to find you by your name listed.

Please contact us directly at **************@andersonadvisors.com we would be happy to investigate further and work on a plan for resolution.

Kindly,
The Client Advocacy Team

I paid over 12K for services which I've could of done myself. I was supposed to have a (TEAM) that would be right there when I needed them to answer all my questions. I was told to use the 1800 number since I was a platinum member for questions. My representative rarely answered my emails so I complained and was told that I was assigned to another representative. Great information, great, product, bad customer service. I would not recommend anybody to become a member.

Thank you for sharing your feedback, although we are disappointed to hear you're not happy with your service. We are committed to providing you the highest level of service you expect and deserve. We believe we can meet your expectations as we do with the vast majority of our clients every day for the last 25 years in business.

Our Client Advocacy Department Manager will be reaching out to you directly to better understand your situation and have our team to all we can to meet your needs.  You can also contact us at [email protected]. 

We would appreciate the opportunity to improve your experience and believe we can.

Well I havent worked with Anderson yet but in talking with them and doing the webinar I cannot be more impressed! I have learned a TON (for free mind you) and am now so much more excited to embark on my AirBNB journey. I am also planning on moving my other businesses to Anderson since they can do the accounting work as well...

Thank you for your feedback, happy to hear you enjoyed the event.

So pissed and Anderson Advisors! They took 10k from us and give the crappiest customer service. Couldn't complain on the Platntinum portal so I'm doing it here. LegalShield and LegalZoom have given better customer service. We've waited 3 months to get an appointment only to find it was never booked. Just give me back my 10k! Also, when I went to them for bookkeeping they ask for 3k and had no lower offering. I didn't have the money for that so I had to let my business fold as I was trying to use all of their services. It seems to me that the Sr. Advisors are more like sales ppl. If you aren't bringing more money they kick you to the curb. They seemed so promising. We've paid about 20k for different services and have gotten no respect from the company. I was unemployed trying to start a business using 401k funds (as a loan). Customer service stinks and wasting three months for help with my wife's fitness business is unacceptable. I very rarely leave reviews, but I'm really pissed. I can't honestly recommend them to anyone.

Mr. ****** -I'm sorry to hear that you are not satisfied with the services you've been getting. We are committed to turning this around for you. Our Director of Client Success will be reaching out to resolve any issues you've up to this point. The vast majority of our clients are thrilled with our services and when I hear anyone is not, we want to get that corrected right away. If you want to receive a refund because we've failed to deliver the services, then we will make that happen. However, please allow us the opportunity to work with you first to resolve any issues that may be outstanding. 

After we were contacted by the customer service department they worked well with us to resolve my initial issue and I appreciate them for that.