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Anthem Tax Services Review: Expert Analysis & User Insights for 2022

Whether you need help preparing your tax returns, negotiating a tax liability or getting relief from a cumbersome wage garnishment, levy or lien, Anthem Tax Services can help. The firm isn’t the largest player in the debt relief space, but it has a proven track record and an unparalleled moneyback guarantee.

Anthem Tax Services
Anthem Tax Services
3.8
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Extensive geographic footprint
Extensive geographic footprint
Free tax relief consultation
Free tax relief consultation
Low minimum debt requirement
Low minimum debt requirement
Money back guarantee
Money back guarantee
Thomas Brock
Written by:Thomas Brock
Chartered Financial Analyst (CFA) and a Certified Public Accountant (CPA)

Anthem Tax Services was founded in 2010 by a team of licensed professionals with in-depth experience in tax preparation (for individuals and corporations), tax debt relief and tax law. The firm is based in California, but it maintains a national footprint and a flexible, customer-focused stance.

Editor’s Note:

Fundamentally, tax relief companies negotiate with the IRS and other taxing authorities on your behalf – for a fee. Reputable companies can help you achieve economical outcomes in a transparent manner. Unfortunately, the tax relief industry has its share of bad players. As a result, it’s critical to be comfortable with a tax relief firm and the services it offers, before proceeding with an engagement.

This guide can you understand the services and solutions, cost and fees, customer experience, trustworthiness and stability and user reviews associated with Anthem Tax Services.

Summarized Rating

This parameter considers service offering breadth, geographic reach, and minimum debt level requirements. Each of these features was evaluated using the five-point scoring system. Then, the various scores were aggregated and averaged to establish an overall services and solutions score. 

Anthem gets a slightly below average 3.7 for Services and Solutions. This reflects its fairly standard service offering, extensive geographic footprint, and standard minimum debt requirement.

Anthem Tax Services Pros and Cons

Anthem Tax Services Pros
Anthem offers potential clients a 100% free consultation.
The firm has an expansive geographic footprint.
Anthem offers a best-in-class moneyback guarantee.
The firm has a very long business history.
Anthem maintains memberships in at least two industry-leading associations.
Anthem Tax Services Cons
The firm has relatively weak customer service and a very limited website.

Services Offered By Anthem Tax Services

Anthem Tax Services strives to embody the following five principals: trust, service, honesty, integrity and education. In doing so, it aims to save you as much money as possible, while getting IRS and other tax authorities out of your life. Key services are as follows:

  • Filing extensions and appeals
  • Assisting with tax audits
  • Stopping wage garnishments, levies and liens
  • Securing innocent spouse, disaster and pandemic relief
  • Establishing installment plans
  • Reducing tax debts, penalties and interest

Anthem also offers comprehensive tax preparation services to its clients, both individuals and corporations.

Anthem Tax Services Features

Anthem Tax Services is rated fairly average on the services and solutions front. It maintains a fairly standard offering of solutions and minimum debt requirement. No unrealistic or misleading marketing information appears on its site, which is good. A very broad geographic reach gives a boost to its score. Details are summarized below.

Extent of Geographic Presence Anthem Tax Services has a nationwide footprint
Minimum Debt Requirement The minimum debt requirement is $10,000, which is fairly standard for the industry
Average Time for Relief Information is not available
Average Relief Amount Information is not available

Any tax relief company that accentuates “average time for relief” and/or “average relief amount” on its website warrants skepticism. Averages do not provide a meaningful indication of what you can expect, given the highly personalized nature of tax relief. Moreover, a tax relief firm cannot influence these metrics, beyond legal allowances. Exaggerated claims are misleading, at best, and illegal, at worst.

Anthem Tax Services Application Process

Anthem Tax Services doesn’t clearly specify its process, but it is similar to other tax relief companies. Essentially, it entails the following steps:

  1. Consultation – Participate in free consultation, where you’ll discuss your situation with a tax professional to determine what type of assistance Anthem can provide.
  2. Proposal Evaluation – Assess the formal proposal created by Anthem, inclusive of their estimated service charges.
  3. Client Decision – Reject the proposal, ending the process, or accept it, and begin the engagement. In some cases, revisions to the proposal may be warranted.
  4. Submit Documentation – Submit your financial information, tax documents and all pertinent correspondence to your assigned specialist
  5. Resolution – Anthem will contact pertinent taxing authorities and negotiate on your behalf. Along the way, they will keep you informed of all progress. Your case will not be closed, until your situation has been resolved as favorably as possible.

Anthem Tax Services Costs and Fees

Anthem does not offer any information regarding its baseline fee structure and the potential for other charges. This is disappointing, but the firm makes up for it with a, virtually, unlimited moneyback guarantee. This affords its customers a high degree of flexibility. This, coupled, with a 100% free consultation, affords its customers a high degree of flexibility to assess the talent of the firm.

Fee Structure Information is not available
Other Charges Information is not available
Moneyback Guarantee/Refund Policies Anthem offers a best-in-class, virtually, unlimited moneyback guarantee

Anthem Tax Services Customer Experience

Anthem Tax Services is competitive across nearly every parameter on finimpact.com’s radar. However, when it comes to customer experience, Anthem’s offering is relatively weak. Rationale is outlined below.

  • The information on Anthem’s website is very limited, making it difficult for potential customers to understand its services, process and fees.
  • The firm does not offer expanded call center support, which diminishes accessibility.
  • On the plus side, Anthem does offer multi-channel support. In addition to the telephone, Anthem actively communicates with new and potential clients via email and social media platforms.
  • A second advantage relates to supplemental information and tools. Anthem offers a variety of informative tax articles and FAQs.
  • Anthem does not offer any mobile technology. While this isn’t unusual in the tax relief space, firms that boast mobile technology have a definite edge.

Anthem Tax Services Trustworthiness and Stability

Anthem Tax Services boasts a top-tier score on the trustworthiness and stability front. This is largely attributable to its long business history and active participation in two industry-leading associations. Quantitative information regarding Anthem’s hands-on experience not available. Nevertheless, there is no question regarding this firm’s reliability. Key attributes are summarized below.

Years in Business Established in 2010, Anthem is approaching its 12-year anniversary, which is far above average
Customers Serviced Inception-to-date Information is not available
Tax Debt Managed Inception-to-date Information is not available
Memberships in Industry-leading Associations Anthem is a member of the National Association of Enrolled Agents (NAEA) and the National Association of Tax Professionals (NATP)

Anthem Tax Services User Reviews

Based on reviews from Trustpilot (nearly 100), Best Company (nearly 250) and ConsumerAffairs (over 200), users have mixed feelings about Anthem Tax Services (aggregate rating of 3.7 out of 5.0). On the plus side are many comments praising the firm’s knowledgeable, professional and highly organized team. On the negative side are some comments claiming exorbitantly priced services and a lack of results. A sampling of recent comments is provided below.

Luis Cotero
5.0 Best Company Rating in August 2022

Just an amazing team of people , Elijah and Caitlin thank you for taking on the mess I created and turning things around for me. I felt so lost and alone in this situation. But because of your hard work and making me feel like I wasn't alone, I got through it. I was given my peace of mind back and that to me is priceless. Again thank you for the amazing work. I couldn't have done it without you two.

Anonymous
2.0 Best Company Rating in July 2022

In 2019, I Paid $4000 for services were never rendered. Instead I completed and sent forms. (They did help me file for a previous tax year I had neglected.) Received some excel sheet of my IRS record that was never explained. Never received an analysis of my case. Never received any indication that they even ever discussed my case with the IRS! Just endless PR, apologies and requests for documents. I have no proof of course but I am certain that at least 50-60% of the positive reviews on this site are bogus. Do not contract with these people. Get a recommendation from someone you know and who is local to assist with your tax problems. For me, Anthem tax service has mostly been a waste of my hard-earned money and my time.

Sherri
5.0 ConsumerAffairs Rating in July 2022

Dealing with tax issues is frustrating. I felt like I was caught in a revolving door trying to negotiate with the IRS. Calling Anthem and having Barrie ** assigned to my case made my life much easier. Anthem does not eliminate your tax debt, because if owed, a debt should be paid. However, Barrie worked out a plan for us and when IRS made a mistake and wanted to penalize us, Barrie fought for us. It’s sad that we have to hire a private company to deal with a public government agency, but at times we do. The Best thing about Barrie ** is that he actually cares about his clients. Thank you, Anthem, for employing Barrie. He is a great representative for your company!

Anthem Tax Services Compared to Other Companies

A quick comparison of Anthem Tax Services and the two highest rated tax relief companies in the market, Optima Tax Relief and Precision Tax Relief, is provided below. As illustrated, Anthem holds its own across a handful of key parameters.


Anthem Tax Services Optima Tax Relief Precision Tax Relief
Extent of Geographic Presence Anthem services clients nationwide Optima services clients nationwide Precision has a broad geographic reach, but it’s unclear whether it services the entire U.S.
Minimum Debt Requirement $10,000 $10,000 $10,000
Fee Structure Information is not available Optima quotes a contingent flat fee; it’s reasonable and highly competitive Precision quotes an all-inclusive flat fee; it’s the most transparent approach in the market
Moneyback Guarantee/Refund Policies Anthem offers a best-in-class, virtually, unlimited moneyback guarantee Optima offers a stellar 15-day moneyback guarantee Precision offers a top-tier 30-day moneyback guarantee

Final Thoughts

All things considered, Anthem Tax Services is a solid option for anyone looking for assistance in resolving a complex tax collection issue. The firm has a nationwide footprint, offers a best-in-class moneyback guarantee and is actively involved in two industry-leading associations. Its website doesn’t do a great job of articulating its process, but user reviews indicate the firm is knowledgeable, professional and highly organized. If you need tax relief, contact Anthem Tax Services for a free consultation.

Thomas Brock

Thomas Brock

Chartered Financial Analyst (CFA) and a Certified Public Accountant (CPA)

Accounting, Corporate Finance, Debt, Economics, Financial Planning, General Business, Insurance, Life Insurance

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