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Our Clients

We Work Best With
Clients Who Require More

Anwar Advisory Group is not the right fit for everyone — and we are upfront about that. We are built for clients whose tax situations have grown beyond what a standard practice can address with appropriate care.

High-Income W-2 Professionals

Common Pain Points

  • High marginal tax rates with few deduction levers being used
  • Stock options or RSUs vesting without a plan for the tax impact
  • Multi-state income from remote work, travel, or relocation
  • No estimated tax payments being made — penalties arrive in April
  • Prior CPA never proactively reached out with planning opportunities

How We Help

  • Model estimated tax obligations before year-end so there are no surprises
  • Analyze equity compensation events and timing implications
  • Identify deduction opportunities specific to your income structure
  • Manage state filing obligations clearly and proactively
  • Provide a planning touchpoint at mid-year and again in Q4
Business Owners & S-Corp Operators

Common Pain Points

  • Entity and personal returns filed by different preparers who don't coordinate
  • Reasonable compensation never formally documented or benchmarked
  • Distributions and payroll not structured for optimal payroll tax treatment
  • No understanding of basis or how losses flow through to the personal return
  • Year-end planning calls that never happen before December 31

How We Help

  • Prepare entity and personal returns in coordination — one picture, not two
  • Document and benchmark reasonable compensation with a defensible file
  • Model the full cost of your current distribution and payroll structure
  • Track basis accurately and explain what it means for your real situation
  • Execute year-end planning before the window closes
Real Estate Investors

Common Pain Points

  • Depreciation not being tracked or claimed correctly across properties
  • 1031 exchange timing and requirements misunderstood or ignored
  • Passive activity rules limiting loss deductions without a clear strategy
  • Rental income flowing to the personal return without any planning around it
  • Short-term rental classification and material participation untested

How We Help

  • Track and maximize depreciation across your full portfolio
  • Advise on 1031 exchange mechanics and documentation before you transact
  • Analyze passive activity grouping elections and real estate professional status
  • Coordinate rental income with your broader tax picture
  • Support cost segregation analysis where appropriate
RSU & Equity Compensation Recipients

Common Pain Points

  • Vesting events triggering large ordinary income without estimated payments
  • AMT exposure from ISO exercises never modeled in advance
  • ESPP disqualifying dispositions reported incorrectly on the return
  • Capital gains holding periods not being tracked or leveraged
  • Equity events creating surprise balances due — every single April

How We Help

  • Model tax impact of upcoming vesting events and advise on coverage
  • Run AMT projections before ISO exercise decisions are made
  • Report ESPP, RSU, and option transactions correctly with full cost basis
  • Track holding periods and advise on long-term capital gains optimization
  • Eliminate the April surprise with quarterly projections
Multi-State Professionals

Common Pain Points

  • Nexus obligations in other states unrecognized or ignored
  • Remote work triggering filing requirements in employer's state
  • Part-year returns mishandled during a relocation year
  • State credits and apportionment calculations done incorrectly
  • Double taxation occurring due to improper credit coordination

How We Help

  • Identify all state filing obligations with a clear nexus analysis
  • Prepare all required non-resident and part-year returns accurately
  • Coordinate credit for taxes paid to other states to prevent double taxation
  • Advise on sourcing rules and apportionment for each relevant state
  • Manage estimated payments across multiple states
Families with Growing Tax Complexity

Common Pain Points

  • Multiple income types — W-2, rental, investment, business — all mixed together
  • No one looking at the full picture in an integrated way
  • Major life events (sale of business, inheritance, relocation) handled reactively
  • Prior advisor relationship that grew stale and stopped adding value

How We Help

  • Look at your situation comprehensively — across all income sources and entities
  • Provide a planning framework that adjusts as your situation evolves
  • Advise on major events proactively — before you transact, not after
  • Communicate clearly, directly, and in time to make a difference
See If We're the Right Fit

Your Situation Deserves
More Than a Preparer

If your tax picture has grown complex and you are looking for an advisor who will take the time to understand it, we invite you to reach out.

Schedule a Consultation