About Us
About Our Firm |
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Gary, Jackie and Susan formed Anspach Financial Group in November of 2004. We have over 60 years of combined experience as tax practitioners and share the same fundamental core values in our business and personal lives. We are all committed to serving our clients professionally and to actively serving our community as volunteers. Recipient of the North Bay Chapter - California Society of Enrolled Agents Outstanding Office Award for "exemplary and unsurpassed" dedication by a firm to CSEA, the local Chapter and our community.
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| GARY ANSPACH Enrolled Agent |
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SUSAN HARPER Enrolled Agent |
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JACKIE THOMSON Enrolled Agent, Certified Financial Planner® | ||||||||
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Gary, a partner in Anspach Financial Group, has owned a tax practice since 1979, providing tax and related services to individuals, business, estates and fiduciaries. He specializes in business planning and complex tax issues.
Susan was in the banking industry for 25 years before becoming an Enrolled Agent in 1991. As a partner in Anspach Financial Group, she provides planning, preparation and representation services. She specializes in self-employed individuals and delinquent or non-filers.
Jackie, a partner in Anspach Financial Group, founded a bookkeeping practice in Sausalito, CA in 1980, and added tax preparation services in 1987 when she became an Enrolled Agent. She practiced in Mill Valley until 1997 when she decided to expand the range of services she could provide for her clients. As a registered representative for AXA advisors, she offered a full range of financial planning and brokerage services. Prior to joining Anspach Financial Group, Jackie also worked for Fremont Investment Advisors as the Director of Financial Education.
Adam Ladwig |
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| Adam, an Associate at Anspach Financial Group, had previously practiced as a Senior Auditor at Miller Cooper & Co., a mid-sized public accounting firm in Chicago. Adam completed his Accounting and Business education at Northwestern University and holds a BA in History from the University of Illinois at Chicago. Adam is currently sitting for the CPA exam in California and expects to be licensed in 2010. |
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