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Welcome to CLARITY

Taxes are the biggest expense of our lives.
It's vital that we plan for it.
Let's find out what you can improve!

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Can you answer "yes"?  

  • My tax return is maximizing all deductions and credits that apply to me

  • I know what my tax bill will be months in advance of needing to pay it

  • I am confident that my financial health and trajectory will meet my goals

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Our Standard Client Journey

A comprehensive, holistic approach to taxes

We don't believe in just "tax prep."  Every client at Clarity undergoes an annual journey that comprises 4 major elements:

  • Your Tax Preparation

  • A Strategic Mid-Year Planning Session

  • Year-End Tax Projection

  • Year-End Planning Session

The goal of these 4 functions is peace of mind around what you owe, cash flow requirements, tax savings, life events and financial goals.

Small Business Journey

Full Service Support

We can handle your bookkeeping, excise return, and income tax returns.  If you have your own bookkeeper, we will happily provide year-end AJEs to close your books and prepare your business tax return alongside your individual tax journey with us.

We provide recommendations on payroll providers, insurance, HR solutions, workflow software and other functions you might need from our network to bring ease to your day-to-day.

Hourly Tax & Advisory Consultation

Alleviating Stress Through Conversation

Whether you need help running numbers on your next investment property purchase, advice around setting up your first business, or projecting the impact of a stock event  -  We are here to help!  Book an hour with Kathryn to get going on tackling that next project or answering your questions!

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Our goal is to empower your choices surrounding your taxes and finances.

Putting 17 years of tax advisory experience to work, for you.

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