Anspach Financial Group

Specialties

Our Mission:

We strive to solve complex tax and related issues by combining technical expertise with creative planning and problem solving. The experience, professional credentials and personal attention of our partners provide our clients with superior services at reasonable cost.

Our Specialties:

We are experienced preparers of individual, business, not-​for-​profit, estate, and fiduciary returns. Our areas of specialization include business planning, complex tax issues, financial planning, self-​employment issues, and delinquent or non-​filer issues. We also provide representation services for clients facing audits or inquires from the IRS and other tax agencies.

History

Established in 2004.

AFG is owned by Gary, Susan, Adam, and Jackie. We share the same fundamental core values in their business and personal lives, and are committed to serving their clients professionally and to actively serving the community as volunteers.

Gary Anspach, EA — Has been providing tax and related services to individuals, business, estates, and fiduciaries since 1979. He specializes in business planning and complex tax issues, and serves on numerous local not-​for-​profit and corporate boards.

Susan Harper, EA — A banking professional for 25 years who became an EA in 1991. She specializes in self-​employed individuals and delinquent or non-​filers.

Adam Ladwig, EA — Joined AFG in 2009 and specializes in individual, business, and not-​for-​profit tax issues. He was formerly a Senior Auditor at Chicago CPA firm, Miller Cooper & Co., Ltd.

Jackie Thomson, EA, CFP — A former Director of Financial Education at Freemont Investment Advisors, Jackie specializes in individual tax and financial planning