Jay A Anderson, CPA

Partner

Jay A Anderson

I enjoy working with my clients and their families to achieve their goals for generations to come. It's one of the most rewarding aspects of my job.

OVERVIEW

Jay works with clients to prepare their individual income tax returns, trust and estate income tax returns and private foundation tax returns. He also helps closely held businesses with corporate or partnership tax compliance needs.

It's important to Jay to build strong relationships with his clients. No matter who the client is or what their needs are, Jay strives to understand their situation and offer thoughtful guidance.

When he's not working, Jay reads, bicycles and takes beach vacations. His favorite books are thrillers by authors like David Baldacci, Steve Berry and Lee Child.

QUALIFICATIONS

Memberships

  • AICPA
  • Iowa Society of Certified Public Accounts
  • Iowa State Bar Association
  • Des Moines Estate Planners

Designations/Licensures

  • Certified Public Accountant
  • Certified Financial Planner
  • Personal Financial Specialist

Education

  • Bachelor of Science, Accounting – Southern Illinois University, Carbondale
  • Juris Doctor – Drake University Law School, Des Moines, Iowa

COMMUNITY

COMMUNITY

Community Involvement

  • Des Moines Estate Planners – Former president and board member