Plan – Tax Planning Services

Plan Your Financial Future With A Financial Planner

It is important to take a proactive approach to manage investments and tax plans to ensure that you comply with all the latest state and federal tax codes as well as identifying potential opportunities to minimize tax liabilities. A ClearPath financial planner will help you align your finance goals with your tax situation.

At ClearPath, our tax professionals focus on mastering the nuances of taxation law, complex tax codes, and staying up-to-date on changes that will affect your tax returns throughout the year. Proactive planning is the key to valuable tax savings and we want to help you plan for greater income by implementing tax-saving strategies that will benefit you in the long run. Our clients pay the least amount of taxes allowable by law because we help them look for ways to legally minimize their tax burden.

You can count on our team of tax experts to help you navigate the complex taxation process from start to finish. We have the skills, knowledge, and experience to help individuals and businesses develop tax strategies that will enable them to secure their finances, now and in the future. By collaborating with us, you can significantly minimize your tax burden by taking advantage of all the benefits within the tax laws.

If you are in need of professional tax planning and preparation services, feel free to contact us at (913) 696-1919 to speak to one of our expert financial planners.

Tax Preparation

There is no one-size-fits-all solution when it comes to managing taxes. At ClearPath, we will provide you with personalized service to meet your unique financial needs. We will help you in all aspects of tax preparation which include checking your income tax return to ensure that it is free from errors, managing your payroll withholding so you can enjoy more income all year long, as well as identifying tax deductions and benefits to limit your tax liability.

Preparing your own income tax return often leaves you with more questions than answers. This is one of the main reasons why it is wise to work closely with a financial planner like ClearPath to make sure that you are in full compliance with all the tax rules and regulations set by the IRS and other state regulatory agencies. Whether you need help in filling out your income tax return or preparing state or multi-state taxes for your business, ClearPath has got you covered.

Tax Planning

Tax planning is an important element of a successful tax preparation strategy. By making it an essential part of your overall business plan, you will be able to increase profitability by minimizing your current and future tax liabilities.

At ClearPath, our proactive tax planning services will help you in legally reducing taxes on your income and investments, defer your income so you can keep your money now and pay your taxes later, and grow your savings and assets by taking advantage of tax benefits within the state and federal tax laws. Our team of financial planner experts will also guide you through estate planning so that your family gets to keep more of your hard-earned money and help you plan for retirement in ways that best benefit you rather than the IRS.

IRS Audit Representation

There is nothing more time-consuming than a “crash course” in tax law when the IRS decides to audit your tax return. An IRS tax auditor is trained to pick apart and scrutinize your income tax return so it is very important to be extra careful when filing taxes to avoid ending up with a hefty tax bill with interest and fees for tax deficiency.

If you suddenly find yourself with an IRS Notification of Audit Letter in your mail, stay calm and contact our team of tax experts at ClearPath immediately. We will handle the paperwork and take out all the stress that comes with an IRS audit so you can go on with your life and business as usual.

Contact our Team of Tax Experts Today

If you are looking for a great team of financial advisors, look no further than ClearPath. We take a team approach to asset management with our in-house fiduciary advisors including registered investment advisors, accountants and lawyers that can help you in protecting your hard-earned assets and preserving your wealth for generations to come.

Contact us today at (913) 696-1919 and discover your ClearPath!