Our business consulting services are an extension of our personal tax and financial planning with a focus on practical, cost effective solutions that actually work.
We help businesses, from ground floor to exit, by providing guidance on a wide range of topics including business formation, budgeting, expense reduction, employee benefit/retirement plan design, and insurance.
Business Tax Planning
Proactive tax planning goes beyond tax preparation. We help you use every possible IRS-compliant way to lower your taxes wherever possible.
Concerned about the high cost of college? Saving for college isn’t enough. You need a plan to lower your cost and avoid mistakes that may cost you thousands in aid, taxes, and interest.
Do you have your “Forever Plan” to protect you and your family? No matter the size of your estate, you need a plan. And it doesn’t have to be complicated or expensive. With our network resources we can help you rest easier.
When it comes to retirement, there are lots of questions. With our tax and financial planning tools, we can provide you with the answers and a plan that produces ROI – Reliability of Income.
Tax Smart Plan & Prep
With the help of Steve Stanganelli, a CERTIFIED FINANCIAL PLANNING ™ Professional, you can find out what you can do to reduce your next year’s tax bill while also getting your financial house in order.
Tax Reduction Strategies
Congress has enacted law to reduce and, in some instances, even eliminate income and capital gains taxes. We’ll show you how to use the tax code to your advantage to lower your taxes and improve your wealth.
If you’re dealing with IRS or state tax deficiency notices or owe back taxes, our network of tax professionals will help you. We can prepare unfiled tax returns or find and negotiate a payment arrangement or offer in compromise so you can have a fresh start.
Why Tax Planning Matters
Taxes touch every part of your life. Robust tax planning completes your financial plan.
WealthCare Financial Planning
The fee-only registered financial advisors of Tax Wealth Network and Clear View Wealth Advisors, LLC offer a range of fixed-fee financial planning options ranging from single-topic modules or strategy sessions through comprehensive multi-topic plans with ongoing advisor support.