Wealth Management

Clarity understands securing your finances means securing your future

Tax and CPA Services

– Tax Strategies and Preparation
– Audit and IRS Representation
– Small Business Consulting
– Estate Planning Guidance

Bookkeeping

The company that gets your books right the first time, and every time.


 

 

 

 

 

INVESTMENT PLANNING

We craft our financial services to offer custom-blended portfolios, on-going monitoring and focus on tax saving opportunities.

 

ESTATE PLANNING

Clarity Capitals advisors will work with other professionals such as attorneys and accountants to put together comprehensive estate plans.

 

TAX PLANNING

Our diverse and experienced tax team is comprised of Certified Public Accountants (CPAs), Enrolled Agents (EAs), and a team of support staff trained to give our clients a competitive edge when it comes to saving taxes and managing their business.

 
 

RETIREMENT PLANNING

Retirement planning and retirement income planning is our bread and butter at Clarity Capital. Investing in a manner to provide competitive yield and dividend income may increase the longevity of your retirement account principle substantially.

 

BOOKKEEPING AND PAYROLL SERVICES

We provide accounting, payroll, and bookkeeping support including software install, setup, and implementation so you can focus on whats most important to you- running your business.

 

FEDERAL BENEFITS EXPERTISE

We provide financial and retirement planning support to FERS (Federal Employee Retirement System) and CSRS (Civil Service Retirement System) employees who are at any stage of their career.

 

Schedule a Free Consultation today.

 
 
 

 

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17 YEARS IN BUSINESS

OVER 150 YEARS COMBINED EXPERIENCE

300 M ASSETS UNDER MANAGEMENT