Tax Planning & Preparation

Using a thoughtful approach to managing and mitigating your tax liabilities is an essential part of your financial health. We offer comprehensive solutions for your tax needs.

A team who understands the connection between financial investments and tax preparation. We provide a personalized experience in Southeast, Michigan.

It just makes sense.

TAX PLANNING & PREPARATION

We are committed to offering comprehensive tax planning and preparation services throughout the year, ensuring you remain financially efficient and compliant.

  • Individual

  • Corporations

  • Partnerships

  • Sole Proprietorship

  • Trusts/Estate

  • Gift Tax

  • All State Returns

  • Payroll/Accounting

QUICK LINKS

Below are some quick links to help new and returning clients.

New and just getting started? Complete the form and one of our preparers will contact you to begin the process.

The Tax Engagement Letter specifies the terms and conditions of our engagement and clarifies the nature and extent of the services we will provide. For a printable PDF version, click here.

The Tax SmartVault is a secure online tool clients can use to upload documents needed to complete their tax return.

The Intake Form is a tool used to obtain, update and verify new and returning client's personal information.

RESOURCE CENTER

LOCATIONS

We have four locations to serve you. Your tax professional will inform you which location to go to when visiting in person.

© 2024 Clear Strategy.

PHONE
800.960.4560

ADDRESS
7305 Grand River Ave., Ste.600
Brighton, MI 48114