Our Services

Who We Serve

We provide tax planning and preparation services to existing Clear Insight clients as part of our integrated, comprehensive financial planning services.We believe that taxes and financial planning go hand in hand. That’s why we created CI Tax.

Individual Tax Returns

Whether you are filing Single, Head of Household, Married Filing Jointly, Married Filing Separately or Qualified Widow(er), we can help.

Business Owners

Small business owners have many filing statuses. At Clear Insight Tax, we focus on helping Sole Proprietors, Limited Liability Companies (LLCs) and S-Corporations.

Year Round Tax Advisory Services

Business owners looking for extra tax support and guidance throughout the year can sign up for our subscription service. The subscription fee includes tax return preparation and filing, as well as quarterly meetings to address owner concerns.

What’s included:

  • Quarterly meetings

  • Tax return preparation and filing

  • Email and phone support between meetings

  • Annual tax projection

  • Quarterly Estimated Payments

Tax Planning

The less money you pay in taxes the more you have to devote to your financial goals. At Clear Insight Tax we help you understand you current and future tax situation so that you can make the most advantageous financial decisions. We do this by leveraging our extensive tax knowledge along with our holistic financial planning approach.

Charitable Giving

Are you considering a charitable donation? Let us help you think through the best way to maximize you donation. The rules and regulations surrounding charitable donations are complex, we can help you navigate them smoothly.