Anderson Tuckey Bernhardt

MISSION: To provide the highest level of service in the delivery of innovative and traditional accounting related to services in such a way as to have a positive influence on our clients' profitability. To keep abreast of the many changes affecting our client and our profession, our firm members regularly attend national and state seminars and participate in conferences related to their areas of specific interest and expertise.

Tom received a Bachelors degree in accounting from Central Michigan University in 1977 and joined the firm that same year. His particular areas of expertise include tax, financial, and investment planning as well as consulting services to a variety of individuals and businesses. Tom believes that the firm must provide clients with more than tax returns and financials statements.

Preparing your own income tax return can be a task that leaves you with more questions than answers. According to a study released by the US Government's General Accounting Office, most taxpayers (77% of 71 million taxpayers) believe they benefited from using a professional tax preparer. Whether we like it or not, today's tax laws are so complicated that filing a relatively simple return can be confusing.

Planning is the key to successfully and legally reducing your tax liability. We go beyond tax compliance and proactively recommend tax saving strategies to maximize your after-tax income. We make it a priority to enhance our mastery of the current tax law, complex tax code, and new tax regulations by attending frequent tax seminars.

Thoughts of estate planning often bring more questions than answers: Could an heir be too young to inherit? Should the inheritance be given at a certain age? Is the intended beneficiary in a shaky marriage with divorce as a possibility? Are there children from a previous marriage? Should inheritance be protected from potential creditors of the heir?