At Clearstead, we view taxes as far too important to farm out to lower-level employees or outsource to third parties. We support our own in-house tax planning and compliance team. Tax planning is integral to other financial planning processes, such as investment strategy and mapping cash flow. When done well, it is a continuous process, and not simply something that gets revisited each quarter.
The Clearstead team dives into new clients’ tax returns immediately, untangling every strand to identify hidden opportunities for deductions and exclusions. For example, a little-understood small business stock capital gains exclusion can reap substantial savings depending on when the stock was bought and sold.
By working closely with the investment team, our tax specialists help offset lost deductions with strategies such as charitable gift-giving, and we also identify investment opportunities that optimize tax returns. As a true full-service firm, we can simplify the tax payment process for clients by coordinating tax payments to the appropriate taxing authorities on their behalf.
LEARN ABOUT HOW OUR PROPRIETARY PROCESS UNTANGLES TAXES AND BRINGS CLARITY TO THE COMPLEX LIVES OF OUR CLIENTS