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Retirement and Wealth Management CPAs in Virginia

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Showing 1 to 1 of 1 Retirement and Wealth Management CPAs in Virginia
MR
Michael R. Anliker
CPA, CFP®
Verified
Location Glen Allen, Virginia
Michael R. Anliker is the founder of Michael R. Anliker, CPA, PC and holds both the CPA license issued by the Virginia Board of Accountancy and the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation from the CFP Board — a rare dual credential that lets him seamlessly connect tax decisions with long-term investment strategy. With over 25 years of experience, Michael has built a practice centered on one belief: that taxes and investments should never be managed in silos. He works primarily with individuals, families, retirees, and small business owners in Glen Allen, Short Pump, and the greater Richmond, Virginia area, helping them reduce their lifetime tax burden through proactive planning rather than reactive filing. Michael is a member of the American Institute of CPAs (AICPA) and the Virginia Society of CPAs (VSCPA), and is authorized to represent clients before the IRS under Circular 230. His services include individual and business tax preparation, estate and trust tax returns, Roth conversion planning, Required Minimum Distribution (RMD) strategy, Social Security timing optimization, and integrated portfolio management.
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