At ClearVue Strategies, we assist our tax clients through efficient compliance and effective planning to help them realize substantial savings. We focus on timely communication to provide our clients with excellent service.
We offer the following tax services:
FEDERAL, STATE AND BUSINESS TAX SERVICES
Tax Return Compliance
Preparation of individual and business federal and state tax returns is the core of our tax services. Our exposure to many industries provides us with broad experience to meet your needs.
Audit Representation
We possess the expertise and experience to represent taxpayers in audits. We work diligently to obtain you the most favorable results.
TAX PLANNING SERVICES
Federal Income Tax Planning
We aid individuals and businesses with all aspects of federal income tax planning. This includes implementing federal income tax strategies that maximize savings, increase profits and manage cash flows.
State and Local Tax Planning
Our team understands state and local regulations in ways that allow us to create solutions that mitigate tax liabilities. We provide state and local tax planning in the following areas:
- Income tax
- Sales and use tax
- Property tax
- Other miscellaneous taxes
OTHER TAX SERVICES
Tax Updates
We keep our clients up-to-date on the latest federal, state and international tax issues through webinars, newsletters, website postings and face-face to meetings. By staying ahead of tax issues we can communicate how they will impact your operations quickly and address them in a timely manner.
Individual Tax Services
When it comes to individual taxes, change provides opportunity. We keep on top of these changes to provide you with the best advice and strategies, especially through planning opportunities. You can depend on us for objective guidance and personal attention. We believe in focusing on your long-term financial goals and steering your current needs in a direction to meet them.
Estate and Trust Tax Services
If you have not considered what will happen to your hard earned assets as you age and eventually pass on you should. Without an estate plan, the wealth you worked your entire life to build will be distributed according to state law and not according to your wishes. Estate planning is crucial if you want to minimize taxes and distribute as much as possible to your preferred beneficiaries.
We will refer you to trusted independent estate and trust attorneys to design an estate plan customized to your particular needs by utilizing a variety of planning vehicles such as family limited partnerships, trusts and charitable entities.
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