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Image by Mark Fletcher-Brown

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 Consultation for Current Clients

For Upcoming Life Events & Important Conversations

Enabling growth through goal accountability, ongoing tax advice, household budgeting and connecting dream teams through our professional network.  Ongoing coordination meetings with your attorney, financial advisor or other professional in your financial life.

Services: Services
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