Individual Tax & Trust/Estate Tax Filing

Thoughtful Tax Support with Clarity

ClairView Tax Service is a fully virtual one person tax practice helping individuals, everyday investors, retirees, expats, FIRE communities, solo entrepreneurs, internationally connected families, and fiduciaries to prepare individual returns and trust and estate returns — with clarity, care, and context.

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Enrolled Agent (IRS) · LL.M. in Taxation · 15+ years in tax, including Big Four and national/regional firm experience

Who We Help

Tax help for life situations that need more than basic filing

01

Individuals with complexity

Investment income, K-1s, rental activity, multiple states, or situations that need more than basic data entry.

02

Retirees & everyday investors

Brokerage accounts, retirement income, estimated tax planning, RMD-related questions, and reporting across multiple accounts — including FIRE (Financial Independence, Retire Early) community members and solo entrepreneurs filing Schedule C.

03

Expats & international families

U.S. tax filing while living abroad, foreign tax credit, FEIE considerations, and foreign reporting awareness.

04

Fiduciaries

Executors, trustees, and fiduciaries who need help with Form 1041 trust and estate income tax returns.