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    Customer ReviewsforAnderson Business Advisors, LLC

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    64 Customer Reviews

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    • Review from Brady J

      1 star

      08/05/2024

      I had a very disappointing experience with Anderson Business Advisors. During my initial consultation with Al *******, I told him that one of the main reasons that I was considering switching CPA firms and evaluating Anderson was because my current CPA was not responsive. I signed up and paid $2,000 for the Tax Saver Pro and was told that it would take about a week to get the results from evaluating my current tax situation. I waited for over a month and I reached out to Anderson to get the results from my consolation. They completely dropped the ball and I don't know how long it would have been if I had not reached out to them to see the status of my consult. This is exactly the kind of service that I had with my current CPA and I want some one who will follow up without me having to reach out to them. When I initially reached out to Al, I informed him that I had a specific type of trust and was Anderson familiar with this type of trust, He informed me that he had heard of this type of trust. When I was talking to the person at Anderson about my tax situation, he informed me that he was not familiar with my type of trust. When I had my consultation with Al after a month of waiting and me reaching out to initiate the meeting, I found that the recommendations were very generic and not specific to my tax situation. There was no direct comparison to my current to the new tax plan. I reached out to Al a few days later and informed him that I was not pleased with the service or the suggestions that they provided to me. I requested the $2,000 back to me and they declined because they claimed that they could save me double of the $2,000 consultation fee. I told him that a business relationship needs to be based on trust and I felt that the trust was breached when they dropped the ball when they did not follow up. Al did extend to me that they would provide me a credit if I would sign up for their $3,500 program. I declined using the credit because I was not satisfied.
    • Review from Maryjo B

      5 stars

      07/09/2024

      My husband and I had a very successful meeting with an ALG strategist today. Shaena was informative , helpful, and offered us insight on how to utilize the services from our Platinum membership more fully. Our experience has been excellent through the years and we have been with ALG since 2011. We have never been disappointed with the attention and service of any employee or consultant we have had the pleasure to work with. We were looking for guidance and answers and were offered more than expected. Her knowledge of the different areas of financial concerns we were looking to resolve was again another solution. We have grown to appreciate and expect quality of knowledge from Anderson staff and continue to be surprised by the consistency of quality and care given to each engagement we have with them. Thank you Shaena, ALG, Bob, (who now can appreciate retirement), Rose, lint, Toby and the many others we have interacted with through the years.

      Anderson Business Advisors, LLC Response

      07/19/2024

      Mrs. ******-****,

      Thank you for your wonderful feedback! We’re thrilled to hear that Shaena and the ALG team have consistently provided you with valuable insights and exceptional service. Your ongoing satisfaction since 2011 is a testament to our commitment to quality and care. We deeply appreciate your continued trust and support. If you need anything further, please don’t hesitate to reach out.

    • Review from Sid M

      5 stars

      05/16/2024

      I has been a pleasure working with Anderson Business Advisors throughout the process creating a blueprint for financial success and legacy plan. The advisors at Anderson are professionals from day one, but similar with any marriage, the client and advisor(s) must work as a team to achieve the desired goals. Anderson provides free training events and training videos, but for clients attorneys, advisors, and tax advisors within phones. Shaena, my senior advisor since day one has provide solid advice, with the other Anderson advisors providing service as applicable. Overall, you drive your own success, with Anderson advisors serving as knowledge partners.

      Anderson Business Advisors, LLC Response

      05/21/2024

      At Anderson Business Advisors, we strive to provide professional guidance and support from day one. We take great pride in our commitment to empowering clients through free training events and resources. I'm thrilled to hear that Shaena, your senior advisor, has been able to provide solid advice throughout the process and that the rest of our team has been there to assist as needed.

      If you have additional feedback or need assistance at any time, please don't hesitate to contact us. Again, thank you for allowing the Anderson team to help you achieve your goals!

    • Review from Diyang W

      5 stars

      05/09/2024

      I joined Anderson Business Advisor’s program roughly a year ago, initially underestimating the importance of fully engaging with Clint Coons' educational content. Consequently, I encountered several hurdles in establishing my business structure. However, as I delved deeper into the program, I realized the insufficiency of my existing structure in terms of providing anonymity. Upon recognizing the need for fundamental changes, I approached the Anderson team for assistance. Mr. Troy ************, the attorney on my team, and Senior Advisor Ms. Shaena ******* dedicated substantial time and effort to thoroughly reviewing my structure. They patiently addressed my inquiries and meticulously examined various scenarios, including potential tenant lawsuits, to ensure the efficacy of the proposed changes. I must commend the exceptional professionalism and dedication displayed by the Anderson team. Their unwavering commitment to prioritizing the interests of their clients is truly commendable. Despite the additional workload it entailed, they consistently went above and beyond to ensure that my needs were met and that my business structure was robust and legally sound. In summary, my experience with the Anderson Adviser program has been nothing short of exemplary. I wholeheartedly appreciate the outstanding support provided by my entire Anderson team. Their high standards and client-centric approach have undoubtedly set them apart in the field, and I am grateful to have had the privilege of working with such a dedicated and competent team.
    • Review from Lance L

      1 star

      02/10/2024

      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.

      Anderson Business Advisors, LLC Response

      02/13/2024

      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.
    • Review from GP B

      1 star

      12/26/2023

      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…

      Anderson Business Advisors, LLC Response

      01/02/2024

      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.

    • Review from Catherine O

      5 stars

      11/08/2023

      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.

      Anderson Business Advisors, LLC Response

      11/14/2023

      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.
    • Review from Lisa K

      1 star

      10/13/2023

      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.

      Anderson Business Advisors, LLC Response

      10/16/2023

      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,
    • Review from Spencer D

      1 star

      08/08/2023

      Stay away from ANDERSON BUSINESS ADVISORS. I have been a "TITANIUM CLIENT" for 5+ years (their highest tier level of service), and it has been an absolute NIGHTMARE for the last year or so. They have failed to renew my entities with the Secretaries of State multiple times, have billed me wrong amounts, and the GREATEST OF ALL, have costed my business about $50K in TAX PENALTIES due to negligence in filing for a tax extension and failing to file an abatement ina timely manner. They have lost many employees and the level of service and quality has been dismal at best. You will end up spending lots of time checking the quality of their work, from TAXES to the most mundane administrative work of Registered Agent services. They have dropped the ball on me and my businesses many countless times in the last year or so. Go look elsewhere. Their "Titanium Service" does NOT mean anything, other than they would ask you to pay $10K to sign up for it. AWFUL.
    • Review from L. J

      1 star

      05/15/2023

      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.

      Anderson Business Advisors, LLC Response

      05/24/2023

      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

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