Akron, Ohio | January 16, 2025
Same people. Expanded resources. No disruption to your service.
We are pleased to announce that Anderson Tax & Consulting has joined True Wealth Design (True Wealth). This partnership will further expand True Wealth’s Accounting & Tax division. Steve Anderson, CPA, owner of Anderson Tax & Consulting, will serve as Tax Director at True Wealth. The Anderson Tax & Consulting team will continue to serve clients without interruption from the office location at 120 Mill Street, Suite 204, Gahanna OH 43230. The merger is effective January 9, 2026.
For Anderson Tax & Consulting Clients
If you’re an Anderson Tax & Consulting client, your day‑to‑day experience should feel familiar.
“I look forward to continuing to provide the level of service my clients are accustomed to, while adding additional services to those that would benefit from them,” said Steve Anderson, CPA.
What’s new is the depth behind the scenes—additional tax, accounting, and advisory resources that support your work, provide backup during peak seasons, and allow us to serve you more proactively over time.
“We are excited to welcome Steve Anderson and the Anderson Tax & Consulting clients to the True Wealth family,” said Kevin Kroskey, CFP®, CEO and Founder of True Wealth Design. “Steve’s dedication to his clients and commitment to quality advice and service aligns perfectly with us. This partnership allows us to add an exceptional team member in Steve and expand our reach while continuing to deliver the high-quality, integrated financial and tax advice that our clients have come to expect.”
About True Wealth Design
True Wealth Design is an SEC-registered investment adviser headquartered in Akron, Ohio, serving clients with an integrated approach to financial planning, investment management, tax strategy, and business advisory services. TW Accounting & Tax Advisors, LLC (TWA) is a wholly owned subsidiary of True Wealth Design, LLC. TWA provides tax, accounting, and consulting services to clients. The firm has been providing wealth management services since 2007 and tax services since 2010. Today, True Wealth has a team of approximately 29 professionals, about half of whom hold gold-standard credentials such as CFP®, CFA®, or CPA.
Recently recognized as a Crain’s Cleveland Fast 50 company and named to both Newsweek’s Top Financial Advisory Firms 2025 and USA Today’s Best Financial Advisory Firms 2025, True Wealth’s growth has resulted from delivering on promises to clients by providing high-quality, integrated financial, tax, and investment advice coupled with exceptional service.
In addition to its nationally recognized wealth services, True Wealth Design maintains a robust tax and accounting platform supporting more than 450 business owners through tax compliance, outsourced accounting, payroll, and ongoing advisory services. This integrated structure allows tax, accounting, and wealth professionals to collaborate closely and deliver a more coordinated client experience. (Clients are not required to use these services.)
For more information on True Wealth Design, please visit www.TrueWealthDesign.com.