Services

Accurate. Clear. Stress-Free.

Tax Preparation

At Anthony Financial, I focus on making tax season clear, accurate, and stress-free for individuals, families, and small business owners. Whether you’re a first-time filer, managing a growing side business, or navigating minister-specific tax rules, you’ll get reliable service and personalized guidance every step of the way.

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    • I prepare returns for:

      • Individuals and families

      • Ministers and ministry staff

      • Sole proprietors and small business owners (Schedule C)

      • Simple partnerships (Form 1065)

      • S corporations and single-member LLCs

      • Real estate investors with rental properties

      • Each return is handled with care and clarity — no jargon, no guesswork, and no surprise fees.

    • You’ll receive:

      • Secure online document exchange through a client portal

      • Clear communication about what’s needed and when

      • Timely filing with review for accuracy and tax-saving opportunities

      • Optional planning and follow-up to prepare for the next year

      • I use professional tax software and a straightforward, transparent process so you always know where things stand.

    • I specialize in simple to moderately complex returns — the kind most individuals, families, and small business owners need.

    • This includes returns with multiple W-2s, dependents, home ownership, self-employment income, clergy housing allowance, rental real estate, and standard small business deductions.

    • For returns involving very complex business structures, multi-state filings, large real estate portfolios, or specialized corporate issues, I’ll gladly help you identify a trusted specialist if needed.

    • My goal is to ensure you always receive the right level of expertise for your situation.

    • Ministerial tax situations are uniquely challenging — with dual tax status, housing allowances, and self-employment tax rules that can easily cause confusion.

    • With experience preparing clergy and ministry-related returns, I help ensure your taxes are handled correctly and confidently so you can focus on your calling, not compliance.

  • Base Packages (starting at)

    • Basic Return — $250

      • W-2 income

      • Standard deduction

    • Minister Return — $350

      • Basic return features + housing allowance, dependents, itemized deductions as applicable

    • Business / Self‑Employed Return — $500

      • Standard return features + Schedule C, self‑employment tax, small-business considerations

    • Premium Return — $500+ / $1000+ (complex cases)

      • For multi‑Schedule C businesses, advanced deductions, dual‑status returns, Form 990, or other higher‑complexity situations

    Common Add‑On Services

    • Each additional state — $50

    • Small side‑gig income (< $5,000) — $75

    • Per rental property — $100

    • Amended return — $150

    • Bookkeeping (review & reconcile records) — $150+

    • Rush filing (within 48 hours of deadline) — $100

    • Extension filing — $25

    • Form 990‑EZ — $50

    • DIY review (review of self‑prepared taxes from TurboTax, etc.) — $100+

    Discounts

    • Referral credit — $25

    • Early Bird — $25 (all documents submitted by Feb 15 or at least 60 days before the deadline)

    • Bundle with another service (Controller or Counseling) — 5% off

    Notes

    • All prices shown are typical starting amounts. Your exact fee may vary based on complexity, additional schedules, and scope of work.

    • We provide a personalized written quote before any engagement and will not begin work without your approval.

    • If you’re unsure which package fits your situation, send a brief summary of your income sources in the interest form and deductions and we’ll recommend the most appropriate option and estimate.

    Payment & Scheduling

    • Payment methods and scheduling details provided with the quote.

    • Ask about payment plans for larger engagements.

*All pricing listed above reflects typical scenarios and “starting at” amounts. Your exact fee may vary based on complexity, scope of work, and any additional schedules or services required. A personalized quote will always be provided before any engagement begins, and no work will be started without your approval. This ensures clarity, transparency, and confidence for every client.

Financial Structure for Small Businesses That Care.

Controller Services

At Anthony Financial, I provide outsourced controller and accounting services tailored to small businesses that need reliable financial operations without the cost of a full-time hire. Whether you’re a new business getting organized or an established owner who wants better visibility into cash flow and profitability, I deliver monthly financial stewardship that helps you make smarter decisions.

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    • Ongoing Controller Services (monthly / part-time):

    • Monthly bookkeeping and reconciliations (bank, credit card, and loan accounts)

    • Preparation of monthly financial statements (Profit & Loss, Balance Sheet, Cash Flow) with commentary

    • Budgeting, cash-flow forecasting, and variance analysis

    • Accounts payable & receivable process setup and oversight (optional)

    • KPI tracking tailored to your business (revenue per client, gross margin, burn rate, etc.)

    • Clean, consistent file organization and month-end close procedures

    • Project & Advisory Work (one-time or periodic):

    • Bookkeeping cleanup and catch-up work

    • QuickBooks (or other accounting system) setup and chart of accounts design

    • Month-end process design and staff training

    • Financial model or budget creation for planning or loan applications

    • Interim controller coverage or fractional-CFO style advisory

    • Small businesses and startups that need reliable monthly financial operations but not a full-time controller

    • Owner-operators who want to understand profitability and cash flow without being buried in spreadsheets

    • Businesses preparing for growth, a loan, or a potential sale that need clean, consistent financials

    • Not the right fit: very large enterprises, businesses with complex multi-entity consolidations, or specialized industries requiring in-house treasury functions. For highly complex needs, I’ll help connect you with a trusted specialist.

    • Most small businesses don’t need a full-time CPA — they need consistent, practical financial support. That’s where a controller comes in. A CPA typically focuses on taxes and compliance, while a controller works alongside you month-to-month to manage cash flow, maintain accurate books, and give you clear financial insight for better decisions.

    • By partnering with an outsourced controller, you get proactive financial management at a fraction of the cost — often half (or even a third) of what a CPA charges per hour. It’s the perfect balance of expertise and affordability, helping you stay organized all year long so your CPA can focus on taxes, not cleanup.

    • Typical monthly deliverables include:

      • Reconciled accounts and accurate bookkeeping records

      • Monthly financial statements with brief analysis

      • Explanations of variances and recommended actions

      • Clean source document organization to support taxes and audits

      • Engagement timelines and scope are set at the start of each project or monthly retainer so you always know what to expect.

  • All controller service pricing is based on your organization’s specific needs and the estimated number of hours required each week. After an initial assessment, you will receive a customized proposal outlining the scope of work, expected weekly hours, and monthly fee. Any adjustments to pricing will always be communicated and approved before additional work begins. This structure ensures transparency, predictable billing, and flexibility as your organization grows or your needs evolve.

    Monthly Packages

    • Core

      • Hours: 2–5 hrs/week

      • Starting at: $800/month

    • Advanced

      • Hours: 5–10 hrs/week

      • Starting at: $2,000/month

    • Comprehensive

      • Hours: 10–15+ hrs/week

      • Starting at: $4,000/month

    One-Time Services ($100/hr)

    • Budget preparation

    • New system implementation

    • Strategic financial review

    • Other Controller Projects

    Discounts

    • Referral: $250 credit

    • Bundle discount: 5% off when bundled with other services (Tax or Counseling)

    Notes

    • All monthly pricing is a starting point and will be tailored after an initial assessment to reflect your organization’s required scope and weekly hours.

    • One-time engagements are billed hourly at $100/hr and quoted with an estimated total before work begins.

    • Discounts are applied to the first applicable invoice after qualifying criteria are met.

    • Any changes in scope or hours that affect pricing will be communicated and require approval prior to additional work.

*All controller service pricing is based on your organization’s specific needs and the estimated number of hours required each week. After an initial assessment, you will receive a customized proposal outlining the scope of work, expected weekly hours, and monthly fee.

*Any adjustments to pricing will always be communicated and approved before additional work begins.

*This structure ensures transparency, predictable billing, and flexibility as your organization grows or your needs evolve.

Helping You Build a Healthier Relationship with Money.

At Anthony Financial, my goal is to help individuals and families gain clarity, confidence, and control over their finances — without judgment or pressure. Whether you’re looking to get out of debt, build savings, or simply understand your money better, financial counseling provides the structure and support you need to move forward.

Financial Counseling & Coaching

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    • Personalized Financial Counseling (One-on-One & Group Sessions)

    • Creating or refining a practical, values-based budget

    • Debt repayment strategies and prioritization

    • Understanding credit reports and improving credit health

    • Building an emergency fund and savings goals

    • Guidance on balancing financial priorities (debt, giving, saving, investing)

    • Money mindset and communication support for couples and families

    • Assistance with any other personal finance questions or challenges — if it involves managing money, setting goals, or making informed decisions, I can help you navigate it

    • Anyone that desires to improve their financial situation

    • Young professionals starting their financial journey

    • Families managing multiple goals on a modest income

    • Individuals preparing for major life changes (new job, marriage, new baby, etc.

    • As I complete my Accredited Financial Counselor (AFC) certification, my focus is on education, empowerment, and progress — not selling products or managing investments. Every session is confidential and focused on helping you make clear, confident decisions about your own finances.

    • I believe that healthy financial habits build stronger families, communities, and futures. Together, we’ll create a plan that fits your real life — not someone else’s spreadsheet.

    • Intro Session: We’ll start by discussing your goals and challenges.

    • Action Plan: together, we will outline a personalized plan or series of sessions focused on your priorities.

    • Ongoing Support: We’ll track progress, celebrate wins, and adjust as your situation evolves.

    • Sessions are available virtually or in person (for local clients in Greensboro, NC).

    • Individuals or couples who want to improve their financial stability and habits

    • People who are tired of feeling anxious or “stuck” about money

    • Those who value guidance that’s practical, personal, and grounded in both financial knowledge and life experience

    • Not the right fit: investment management or complex retirement planning — I’ll gladly refer you to a licensed advisor if you need those services.tem description

  • Monthly Coaching

    • Per session: $150

    • Includes:

      • One 60-minute session per month

      • Ongoing email/text support

      • Accountability check-ins

      • Customized goals and action plan

      • Full financial picture review

    • Additional 1-hour session (same month): $100

    Deep Dive

    • Per session: $300

    • Includes:

      • One 2-hour, comprehensive review

      • Full financial picture review

      • Customized goals and action plan

      • Email/text follow-up support

    Discounts & Credits

    • 10% off when you pay for 3 months of Monthly Coaching in advance

    • $50 credit for each referral

    • 5% off when bundled with another Anthony Financial service (Tax or Controller)

    Notes

    • All pricing is transparent and based on the services selected.

  • This is a fair question.

    I know it can feel strange to pay someone to help with your money. But research consistently shows that people are far more likely to follow through and make lasting changes when they have some level of commitment and accountability.

    This isn’t just a fee—it’s an investment in you, your family, and your future. I can’t guarantee results, because you’re the one who has to take the action. What I can guarantee is that if you show up and do the work, you’ll see meaningful change—and in most cases, the financial impact pays for itself within the first couple of months.

  • How are you different from a financial advisor?
    I don’t sell investments or insurance. My focus is helping you take control of your money, make intentional choices, and reach your goals.

    Why a financial coach instead of a free budget template or book?
    Templates and books can help, but they’re one-size-fits-all. I’ll look at your situation, understand your values, and help you build a plan that actually works for you.

    Will I have to track every dollar?
    No. Rigid budgets usually lead to burnout. We focus on intentional spending now and building habits that stick—not obsessing over the past.

    Do you help with the emotional side of money?
    Absolutely. Money can stir guilt, shame, or stress. Together, we’ll create a plan that helps you feel confident and in control.

    Do you work with couples?
    Yes! Different perspectives are normal. I help you align as a team while honoring each of you individually so you can reach your shared goals.

*All pricing is transparent and based on the services selected. Monthly coaching includes one 60-minute session and ongoing email/text support, with additional sessions available for $100 each. The Deep Dive Session is a one-time 2-hour review. Clients may switch between options month-to-month depending on their needs. All engagement details are confirmed before work begins.