A SINGLE STRATEGY, BACKED BY A SINGLE TEAM

 

We’ve eliminated the common frustration of hearing one thing from your CPA and something different from your advisor or attorney. Our work is already aligned. When Jan adjusts your financial plan, we adjust your tax plan. When legal documents change, we build the filing strategy around them.

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You get one message, one strategy, and a team that’s already working together on your behalf.

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VIRTUAL, SECURE, AND FULLY PERSONALIZED

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You don’t have to visit an office or sit across from a desk. We work with clients across the country—from Charleston to California—and we deliver the same personalized experience virtually.

 

You’ll upload your documents through a secure portal, meet with us on Zoom, and get a customized tax plan that fits what you and Jan are already working toward.

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NO SURPRISES. NO PANIC. NO GUESSWORK.

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We plan years in advance to avoid the kind of surprises that ruin retirement peace of mind.

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That means:

* Avoiding spikes in income from RMDs and Roth conversions

* Coordinating real estate or business sales to stay under costly tax thresholds

* Keeping you under IRMAA brackets and protecting your Social Security benefits

* We remove the guesswork so you don’t get blindsided by IRS letters or unexpected bills.

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YOUR NEXT STEP: COORDINATED AND SIMPLE
 

📅Schedule a Consult with Rick Moore, CPA

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Bookkeeping Services

ClearFixTax delivers reliable bookkeeping services to keep your finances organized and your deductions maximized.

 

We ensure no tax-saving opportunity is missed by maintaining accurate, audit-ready records.

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Once your books are clean and compliant, we help automate your processes—freeing up time and reducing stress, month after month.

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