Tax Planning and Preparation:

At Clear Financial Advising, we minimize taxes and maximize growth, equity, and cash flow. We take a proactive approach to tax services. By keeping current on tax legislation and each client’s personal situation, we position ourselves to identify strategic tax planning opportunities to help meet our client’s financial objectives.

Some of the areas in which our tax specialists can be assistance are:

Employment Benefits:

Employee Benefits Consulting & Administration

We specialize in developing employee benefits programs that meet your needs, and our services do not stop after the implementing the program. We will continue to monitor and analyze your benefits program and make recommendations to keep you current, competitive, cost-effective and in full compliance with regulatory requirements.

Small Business Services

Our Small Business Services Department is dedicated to working with small, privately held business. We focus on growing your company and our services are designed to help you succeed.

We offer creative advice and add considerable value to your business by assessing your challenges and offering specific solutions.


Business Planning