Private Client Services
At Clearscope we believe that our clients should have complete control over their lives and finances. We believe in maximizing the value we provide to our clients. We put control in our clients' hands by offering a holistic approach to taxes and building wealth that strategically keeps goals central and tactically provides the insight to chart the best course of action to achieve them.
When it comes to navigating an ever-changing tax landscape, at Clearscope we sort through the complexities to provide clear and concise solutions to our clients. Our team of professionals takes an analytical approach to help our client's in the present and posture themselves for continued success in the future by providing actionable value across service lines:
- Compliance and Reporting (Preparation services)
- Multi-State Matters
- Trust and Estates
- Tax Planning
Business Tax Services
Keeping at the forefront of tax law changes can be a complex task that provides potent benefits if done correctly and avoids undesirable consequences when not. At Clearscope it is our mission to help keep small and medium size businesses operating at the cutting edge of policy changes to maximize operating efficiency and alleviate potential regulatory risks. Ensuring all appropriate filings are prepared timely and completely, while also planning and posturing for the future are just a few of the differences that set us apart.
Some of the Commercial Tax Services we provide for businesses include:
- Tax Compliance & Reporting
- Tax Research & Planning
- Multi-State Taxation
- Payroll & Payroll Tax
- Employee Benefits Planning and Tax Compliance
- Gift Taxes, Sales and Use Tax, FBAR and FATCA
- Business Structuring
Business Consulting
With each passing day, technological half-lives are becoming shorter and shorter and bringing added complexities as well as innovation and efficiencies. At Clearscope we believe that harnessing these changes can yield dramatic results for our clients. We help our clients strategize for the future, evaluate investments, mergers, and acquisitions, and integrate the tactics needed to reach their goals so that our clients can focus on what they do best. As trusted Business Consultants, we ensure our clients have identified their specific goals and charted the best course to achieving them. Some of the areas our consultants specialize in include:
- Forecasting & Budget Preparation
- Profitability & Cash Flow Management
- Valuation Advisory Services
- Corporate Performance Management
- Enterprise Resource Planning
- Succession Planning
- Risk Advisory Services
Outsourced Services
There is no short list of tasks a business owner needs to be done to effectively run their business. Though important, they are oftentimes low-dollar value tasks that are both costly and time-consuming to keep up internally. Maintaining clean and up-to-date records is critical to make the best decisions for your business from a budgeting and forecasting perspective as well as strategy, planning, and risk management. At Clearscope we believe in using this information to be proactive rather than reactive to changes in the economy to best posture for success.
- Outsourced CFO and Controller
- Outsourced CTO and IT Security
- Accounting & Bookkeeping
