Anastassia Maxwell, CPA, MBA
Senior Manager
Anastassia Maxwellis a senior manager with over 15 years of experience in providing tax services, specializing in multigenerational, high-net-worth clients. She enjoys demystifying complex tax issues to assist clients in understanding how their decisions today affect their tax obligations in the future.
Anastassia has extensive experience in dealing with complex tax situations for high-net-worth individuals and their privately held businesses and investment partnerships. She also has advised on tax issues that affect individuals with foreign assets such as real estate, bank accounts and investments.
Certifications
- Certified Public Accountant
Professional memberships and activities
- Minnesota Society of Certified Public Accountants (MNCPA) – Member
- American Institute of Certified Public Accountants (AICPA) – Member
Services
Tax services Private client servicesAreas of Focus
- Individual taxation and planning
- Trust and gift taxation and planning
- Tax compliance and planning services for closely held businesses
- Corporate and flow-through taxation
- Multistate income taxation
- IRS and state audit assistance
Education
University of Houston – Houston, Texas- Master of business administration degree in accounting – Graduated with honors
