At Clearstead, we view taxes as far too important to outsource to third parties. We have an 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 revisited each quarter.
The Clearstead team dives into new clients’ tax returns to develop multi-year projections and untangle complexities to identify hidden opportunities for deductions and exclusions
By working closely with the investment team, our tax specialists help offset lost deductions with strategies such as charitable gift-giving, and we identify investment opportunities that can optimize tax returns. As a full-service firm with comprehensive services and family office administration capabilities, we can simplify the tax payment process for clients by coordinating tax payments to the appropriate taxing authorities on their behalf