Individual Tax & Trust/Estate Tax Filing
Tax Return Preparation
Individual income tax returns and trust and estate income tax returns — including investment income, K-1s, rental property, multi-state filings, and internationally connected or expat situations with foreign reporting.
Tax Projection and Planning
Forward-looking and projection of your tax liability ahead of filing season, so there are no surprises — useful around self-employment income, retirement income changes, K-1 income, Roth conversions, or other major life events.
Tax Situation Consultation
A dedicated consultation for clients who need clarity before filing, before a decision, or before addressing a tax issue.
IRS & State Representation
Support responding to IRS or state notices, letters, and inquiries related to your return.
A focused practice means a better fit
ClairView Tax Service is currently focused on individual and trust/estate income tax matters. We may not be the right fit for clients who primarily need monthly bookkeeping, payroll, ongoing accounting support, or multiple business entity tax returns.
A simple, organized process
Book a discovery call
We learn about your situation and determine whether the engagement is a good fit.
Receive your engagement letter & fee quote
You'll receive an engagement letter (EL) outlining scope and a fee quote based on your situation.
Pay in full to begin
Full payment is required before work begins.
Secure document exchange
We collect your documents and follow up with any additional questions using our secured portal or a phone call.
Return preparation
Your return is prepared carefully based on the information provided.
Deliver & e-sign
Your completed return is delivered through the secured portal for your review and e-signature.
Filing
Once signed, your return is filed.