D. Patrick Anderson, CAA, AFSP

Licensed Financial Strategist & Retirement Specialist helping American Families save for Financial Freedom & build Retirement Security.

Tax-Free Plan Specialist at Unifirst Financial & Tax Resources in Herndon, VA

About

As a Multi-State Licensed Financial Strategist & Retirement Specialist, I focus on Tax-Free Retirement Plan and Tax-Advantaged College Funding Plan utilizing IRS-approved financial instruments for my clients' financial needs. You can request me a Free Analysis by sending me an email at perci.abu@unifirstresources.com. As an IRS Authorized e-file Provider/ERO & Registered Tax Preparer, I help my clients reduce their taxes down to the minimum legal limit possible .

Contact
Click for phone number
(703) 378-3148
Address
3047 Madden Court Suite B1 in Herndon, VA 20171
Info
Languages: English, Tagalog (Pilipino)
Year started: 2006

Reviews

Peer Endorsements

Best Answers

Q&A
Asked by an anonymous user

Answered by Kim Miller PRO+
CFP® in Redmond, WA
Hi - You have the best kind of money working for you - OPM - Other People's Money! Your renter is making the mortgage payment for you and Uncle Sam chips in too by al...
Home Purchase Loan Borrowing Investing & Retiring Other Investments
Q&A
Asked by an anonymous user

Answered by D. Patrick Anderson, CAA, AFSP
Tax-Free Plan Specialist in Herndon, VA
Having a Ph.D. is a great advantage. Not everyone can achieve such a educational pursuit. Being promoted with your Ph. D. will no doubt speak of your credentials and...
Budgeting Investing & Retiring
Q&A
Asked by Michael

Answered by Linda A. Stortz
CPA, EA in Largo, FL
You must be asking if you can "make" an IRA contribution, rather than "take" an IRA contribution. No, either one of you must have earned compensation from wages, salar...
Pensions Social Security Retirement Investing & Retiring IRA
3
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Specialties

  • Annuities
  • Life
  • Long-term care
  • Small Business
  • Other

Servicing

Credentials

Licenses

IRS e-File Provider/ERO & Tax Preparer
License # 547891
IRS Certifying Acceptance Agent
License # 547891
National Producer on Life & Annuities
License # 16928909

Associations

National Association of Sons & DAughters of Fil-Am WWII Veterans
Asian American Chamber of Commerce
National Association of Registered Tax Preparers

Certifications

College Funding & Tuition Rewards Specialist
Retirement Specialist

Exams

Federal Taxation
Life & Annuities

Background

Experience

IRS eFile Provider/Tax Preparer
President
IRS Certifying Acceptance Agent/Tax Preparer
Executive Director
NonProfit Consultant
Business Development Officer

Education

Intuit Quickbooks Institute, Herndon VA
Virginia Tech Income Tax School, Falls Church VA
IRS Tax Practice Institute, New York NY
National Tax Training School, Mahwah NJ
Accounting Institute, Fort Atkinson WI
Pearsons Professional Center, Vienna VA
LIMRA, Windsor CT