Anderson Professional Services
Personal and Affordable Tax Services with locations in Sioux City and Cherokee, IA
Tax Preparation
We believe you deserve personal, face to face attention or the convenience and safety of other options. Either way we are here to help you understand your taxes and answer any questions you may have. Schedule an appointment, upload to our secure portal, mail in, or drop off. You choose what is best for you.
IRS and State Assistance
Get a letter? Let us take a look and help you respond.
Tax Planning
We can assist with planning and estimating your upcoming tax situation. We can help you minimize taxable income in retirement. Family Changes or new job? We can help you estimate withholding so you don’t end up short at the end of the year. Stating a business? We can guide you in the filings, paperwork and eligible deductions.
Pre-Retirement consultation
Schedule a pre-retirement consultation with us to better understand the tax implications of social security and how it affects your other streams of income. Not only do you need to plan to put enough away for retirement, you also need to have an exit strategy to minimize your tax liability when you achieve retirement.
WELCOME!
TO Anderson Professional Services
Tax Professionals in Sioux City and Cherokee, IA
Winner of the 2018 Siouxland’s Choice Award for best Tax Services!! If you’re looking for a place that will focus on your individual needs, and always treat you like a client who matters, look no further. Our firm is focused on giving you the individual attention you deserve. We will thoroughly and conscientiously study your personal situation and tailor our advice to your specific needs.
At Anderson Professional Services, we believe in the value of relationships. We view every client relationship like a partnership and truly believe that out success is a result of your success. We are committed to providing close, personal attention to our clients. We take pride in giving you the assurance that the personal assistance you receive comes from years of advanced training. We help take your stress out of taxes.
We provide a variety of services. We specialize in personal and small business income taxes. We have a great reputation with in-home daycares, OTR drivers, and rental properties. Let us help you before you retire to understand the tax implications of social security to better manage your income stream to minimize your tax liability.
Tax Organizers
Get organized and prepare for your tax appointment. Here are some quick links to our forms.
Please make sure to review our Annual Engagement Letter for more information. Clients are required to print and fill out the Client Interview Form. Include this with your other tax preparation documents you will provide us such as W-2s, 1099s, 1095 (for health care), etc.
Individual Organizers:
Please fill out form Schedule – A for assistance with potential itemized personal deductions.
If you had a small business or if you received a taxable 1099-MISC or 1099-K for earned gig or side biz income, download and fill out Schedule – C (Note: This section only pertains to “For-Profit” ventures. Income from hobby activities are under different IRS reporting rules. Inquire with your preparer if you are not sure..).
If you had any rental income or farm cash rent, please complete form Schedule – E. (Note: Most cash rent is considered passive income. There are limitations on what is actually deductible. Discuss with your preparer.)
Any income from crop or livestock production, please download Schedule – F. (This form only pertains to “For-Profit” business farming activities. If your operation is for hobby purposes, your deductions are limited and fall under different IRS rules. Inquire with your preparer if you are not sure.)
Existing clients can click here to schedule an appointment
This service is available to book an appointment with Branden Henneous or Kim Rose. To schedule with Angie Anderson, please call the office at 712-224-2942 option 1.
OUR TEAM
Angie Anderson
EA, Owner, President
Angie is an Indiana native and graduate of Purdue University. She earned her Enrolled Agent status in 2018. Angie serves as the Vice President of the Cherokee Community School District Board, a member of the Selective Service System Board, and was recently appointed by Gov. Reynolds to serve on the Iowa Public Broadcasting Board. She and her husband, former Iowa state Senator, Bill Anderson are members of Immaculate Conception Catholic Church. They have 3 children and live in Cherokee.
Ashley Ross
Office Manager
Ashley graduated from WITCC with her associates in Arts and Science and practical nursing degree. She changed careers during covid to become our administrative assistant and is entering her 3rd season with APS. She enjoys getting to know and understand the business of taxes. Ashley and her fiancé, Dustin, reside in Dakota City, Nebraska and have a blended family of six children. McKenna (20), Keaton (17), Kamden (16), Kallen (14), Paisyn (13), and Tobin (11). When Ashley is not at the tax office, she is usually at a sporting event for the kids, going to the races, or spending time with her family.
Branden Henneous
Preparer
Branden graduated from Briar Cliff University and is entering his 8th season as a tax professional. He enjoys tax classes and annually completes his IRS Annual Fining Season Program. Originally from Sioux City, Branden and his family reside near Akron. When not thinking about taxes he loves being outside, cooking, attending concerts, sporting events, and playing with his sons.
Kim Rose
Preparer
Kim has a bachelor’s degree in accounting from Briar Cliff University. She has been doing personal returns for nearly ten years and business returns for seven years. Additionally, she has her accounting firm, Rose Accounting, where she does bookkeeping and payroll. Kim is a master of spreadsheets and is currently working towards her IRS Enrolled Agent Status. Kim is a Sioux City native. When she is not crunching numbers, she enjoys a fun time with her family, including three boys.
“We have been doing our taxes here for years. Always willing to answer all of our questions and does great with our taxes every year. They don’t charge you an arm and a leg like H&R block does.”
– Stephanie D.
”Phenomenal service and at a very affordable rate. Quality work! ”
– Jessica C.
”I have been a customer for years now and wouldn’t think about going anywhere else. If you have a doubt this is the best place, they will take care of you and make you feel like family, not profit.”
– Jesse T.
HAVE A QUESTION? WE’RE HERE TO HELP
2015 Indian Hills Drive
221 East Main Street
Cherokee, IA 51012
