Heather M. Anthony, CPA

Senior Manager, Tax Services

Bethesda, MD
Heather Anthony
Focus Areas

Tax Planning

Client Specialty

Business Owners


FaithWorkers Ministry of Woodstream Church (Community Outreach)

As a Senior Manager, Tax Services, Heather is responsible for managing the tax department as well as tax preparation and review, and providing ongoing tax advice to our clients. She has extensive experience in individual and corporate tax matters and draws on her leadership skills to train, manage and mentor the tax team. She possesses the rare combination of having strong project management and organizational skills coupled with a deep desire to delight clients. Heather is passionate about getting to know each client personally and understanding their goals and values to provide an exceptional client service experience while seeking to deliver expert tax services. Heather also serves on our Her Wealth® Executive Committee and as a Diversity, Equity, and Inclusion Council member.

Heather served as the Tax Manager at Bridgewater Wealth & Financial Management prior to merging with The Colony Group in early 2018. She was also the Tax Manager at Discovery Communications, a Senior Tax Associate at Washington Gas Light Company, and a Senior Tax Accountant at Ernst & Young.

Heather earned her Bachelor of Science in Accounting and International Business from Pennsylvania State University. She is a licensed CPA in Maryland.

Outside of the office, Heather enjoys spending time with her family, serving her community through outreach ministries at her church and by counseling others to become better stewards of their finances.

Published Insights

Everything You Always Wanted to Know About: Budgeting

The Colony Group’s Heather Anthony, CPA, Senior Tax Manager, shares her tips on creating and maintaining a budgeting or spending plan. Tune in...

Everything You Always Wanted to Know About: Charitable Contributions

Learn how to maximize the tax benefit of charitable contributions in this video by The Colony Group’s Heather Anthony, CPA, Senior Tax Manager. From donating to charitable organizations and...

Your Journey to Financial Independence Day!

What does financial independence mean to you and how do you plan to get there? Do you feel financially free right now or do you feel stuck or bound...

When to Start Considering High-Interest-Rate Estate Planning Strategies

In a time of rising interest rates, certain irrevocable trusts can be helpful strategies to consider when crafting your estate plan.   A Primer on Interest Rates  Each month, the...