Anderson Tax & Consulting

Transaction overview

Reported completed

True Wealth Design reported that Anderson Tax & Consulting joined its accounting and tax business in a merger effective January 9, 2026. The release identifies TW Accounting & Tax Advisors, LLC as a wholly owned subsidiary of True Wealth Design, LLC. Steve Anderson became Tax Director and the practice continued serving clients from its Gahanna office. The page is dated January 27, 2026 but contains a conflicting January 16, 2025 dateline; the merger date is stated separately and explicitly.

Selected source-supported transactions; coverage is incomplete. Announcements do not establish completion or that a deal is still pending. Sponsor activity and operating-business transactions are distinct from adviser acquisitions. Unclassified activity is excluded from adviser-only counts.