Business Details
Certified Accounting Services in Humboldt, Iowa
T P Anderson is a full-service accounting firm based in Humboldt, Iowa, combining personalized service with deep industry expertise. Established in 2025, our team of certified professionals brings decades of combined experience in tax planning, financial audits, business consulting, and QuickBooks solutions. We serve individuals, small businesses, governmental entities, and non-profit organizations, prioritizing transparency, accuracy, and client-centric solutions.Our partners hold prestigious certifications including CPA and are actively involved in local community leadership roles. We specialize in estate planning, elder care financial guidance, payroll services, and strategic business growth initiatives while maintaining affiliations with the American Institute of Certified Public Accountants and the Iowa Society of CPAs.
Services
Tax Preparation
Audits Reviews Compilations
QuickBooks Services
Payroll Solutions
Business Valuation
Estate Planning
Financial Audits
IRS Representation
Small Business Accounting
Strategic Planning
Details
- Year established: 2025
Highlights and features
- We offer 20+ years of combined CPA expertise in tax and audit services
- Our team provides personalized QuickBooks setup and training solutions
- We specialize in IRS tax problem resolution for individuals and businesses
- Our partners serve on local government and non-profit advisory boards
- We deliver tailored financial planning for elder care and estate management
Associations and certifications
- Certified Public Accountant (CPA)
- American Institute of Certified Public Accountants (AICPA)
- Certified ProAdvisor
Services
Tax Preparation
Our tax preparation service ensures accurate and timely filing for individuals and businesses. We handle complex returns, maximize deductions, and maintain compliance with federal and state regulations. Clients benefit from proactive tax-saving strategies tailored to their financial situation.
Audits Reviews Compilations
We provide three assurance levels for financial statements: audits, reviews, and compilations. Our audits include third-party verification and internal control testing. Reviews offer limited assurance through analytical procedures, while compilations organize management-provided data without assurance.
QuickBooks Services
Our QuickBooks ProAdvisors offer setup, training, and troubleshooting for small businesses. We optimize accounting systems for efficiency, ensure accurate financial reporting, and provide ongoing technical support to streamline bookkeeping operations.
IRS Representation
We resolve IRS issues including audits, liens, levies, and payment plans. Our team negotiates offers in compromise and addresses back taxes owed. Clients receive discreet representation to minimize penalties and restore tax compliance.
Business Valuation
Our valuation service determines business worth for sales, mergers, or succession planning. We analyze financial statements, market position, and growth potential using industry-standard methodologies. Accurate valuations support informed decision-making for business owners.
People
Tim McCartan
CPA - Partner
20+ years public accounting experience. Specializes in tax planning, audits, and compliance for businesses and individuals. Active in local community leadership roles including Humboldt Mutual Insurance Group and Iowa Central Community College advisory board.
Aaron Olson
CPA - Partner
Former KPMG auditor with expertise in financial statement audits and tax compliance. Served on Iowa Accountancy Examination Board and NASBA committees. Recognized as AICPA Outstanding Young CPA. Focuses on governmental and non-profit clients.
Abby Schreck
CPA - Partner
Tax strategy specialist with RSM US LLP background. Expert in high-net-worth individual tax planning and business entity returns. University of Northern Iowa academic award recipient. Provides audit and compliance services for diverse industries.
Joe Pena
CPA
Audit practice manager with expertise in federal program audits and tax preparation. University of Northern Iowa graduate. Assists clients with financial statement audits and compliance engagements while supporting local sports communities.
Michelle Bormann
QuickBooks Specialist
Accounting professional with QuickBooks expertise since 2006. Provides bookkeeping, payroll, and accounting software training. Active in local football community. Delivers technical support for small business financial operations.
Questions
What accounting services do you offer for small businesses?
We provide complete accounting solutions including bookkeeping, payroll, financial statement preparation, internal controls assessment, and QuickBooks support tailored to small business needs.
Can you help with IRS tax problems?
Yes, our team specializes in resolving IRS issues including audits, payment plans, liens, levies, and back taxes owed through strategic negotiation and representation.
Do you offer QuickBooks training?
We provide QuickBooks setup, customized training sessions, and ongoing technical support to help businesses maximize their accounting software efficiency.
What tax planning services are available?
Our tax planning includes year-round strategy sessions, deduction maximization, compliance reviews, and entity structure optimization to minimize tax liabilities legally.
How do you handle business succession planning?
We develop comprehensive succession plans focusing on tax efficiency, leadership transition, and business continuity to ensure smooth generational transfers for family-owned businesses.
Are you available for initial consultations?
We offer free initial consultations to discuss your accounting needs, whether for personal financial planning, business audits, or tax resolution strategies.
