Meet the Team
Five people who know your name, not just your account number. Hire Anchor and you get a tight-knit group, not a call center.
Small enough that you’ll recognize every name on this page. That’s on purpose.
Client Liaison & Bookkeeper
Ryan
Usually the first voice you’ll hear when you call Anchor. Ryan manages client relationships day to day, plus bookkeeping work behind the scenes.
Owner & Senior Tax Preparer
Terence
Anchor’s founder and the senior tax preparer on most business returns. If your file needs a decision made, it usually comes through Terence.
Office Manager & Project Coordinator
Lily
Keeps Anchor running behind the scenes, office management, project coordination, and the details that keep everyone else on track. Also Terence’s wife, and part of why Anchor has felt like a family business since day one.
Tax Preparer & Bookkeeper
Ed
Handles tax preparation and bookkeeping for a range of clients, with an eye for the details that get missed.
Insurance Agent, Tax Preparer & Bookkeeper
Sarah
Splits her time between insurance, tax prep, and bookkeeping. Married to Ed, and just as invested in getting client files right.