Clear Insight Tax

We provide tax planning and preparation services as part of our integrated, comprehensive financial planning services at Clear Insight Wealth Management. We believe that taxes and financial planning go hand in hand. That’s why we created CI Tax. Business owners looking for extra tax support and guidance throughout the year can sign up for our subscription service. The subscription fee includes tax return preparation and filing, as well as quarterly meetings to address owner concerns.

If you’re a new client or have a general inquiry, please use our website contact page to reach our team. This helps us reduce spam and route your request to the right person.