Tax Services
& Strategic Planning
Smart tax decisions—for your business and your personal finances—can add up to thousands of dollars in savings each year. At Clarity Group Financial, our professionals stay ahead of the ever-changing tax code to deliver deliberate, tailored strategies—not guesswork.
You’ll get welcoming, personable service and practical guidance. Our CPAs and team deliver accurate, timely work so you can focus on your customers and growth.




Tax Preparation
- Business returns: corporations, partnerships, LLPs and LLCs
- Individual returns
- Multistate returns
- Real estate transactions
- Trust returns
- Gift tax returns
Tax Planning
- Integrated business and personal tax strategy
- Real estate exchange transactions
- Fixed asset depreciation and cost recovery
- Retirement planning
- Tax research
- Gift tax planning