Tax Strategies & Preparation
Keep more of what you’ve earned with tax-aware planning that coordinates income, investments, and retirement distributions. We help you prepare proactively—so April feels predictable, not stressful.
Keep More of What You’ve Earned
Coordinated tax strategies designed to support your retirement income — not work against it.
Tax planning is a crucial part of retirement. Through our strategic partnership with third-party tax professionals, our tax strategies and preparation support helps ensure your filings are accurate, timely, and optimized for savings — to help insure more of your money stays working for you.
Our Tax Strategies & Preparation Services
Federal & State Tax Filings
Support for federal and state tax filings, including complex returns such as Schedule C, E, and F — coordinated with our third-party tax professional partners to help you file accurately and on time.
Roth & Income Strategy Analysis
Roth conversion analysis and tax-efficient retirement income strategies designed to balance today’s tax bill with tomorrow’s opportunity — so your income plan and tax plan work hand in hand.
Proactive Tax Mitigation
Proactive tax mitigation designed to help maximize your income and minimize your tax burden, with an eye toward required minimum distributions, Social Security taxation, and future bracket changes.
How We Work Together
Gather & Review
We review your recent returns, retirement accounts, and income sources to understand your current tax picture and where you may be overpaying.
Identify Opportunities
Working alongside third-party tax professionals, we identify strategies such as Roth conversions, bracket management, and timing of income designed to improve tax efficiency.
File & Implement
Your tax professional handles the filings; we help ensure your investment and income strategies line up with the tax plan going forward.
Monitor & Adjust
As tax laws evolve and your retirement progresses, we revisit your plan to help keep your tax burden as low and predictable as possible.
Taxes Don’t Stop in Retirement — But Overpaying Can.
From RMDs to Social Security taxation, taxes can quietly erode your retirement income. Our goal is to help you minimize your tax burden and keep more of what you’ve earned, with a coordinated plan built around both your lifestyle and your long-term goals.
We do not provide tax or legal advice. All tax strategies and preparation services are provided by independent third-party tax professionals. Please consult your tax professional for personalized guidance.
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Clear Point Investments is all about family
Clear Point Investments is all about family
Helping people like you discover true financial independence has been our passion for over 30 years. We’ve built lasting relationships based on trust, transparency, and a genuine commitment to your success.
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Find a Clear Point Investments Location
Find a Clear Point Investments Location
The place to build your future is right down the road.
Scottsdale and Phoenix
1819 Buford Hwy NE Suite #B
Buford, GA 30518
We Cover Scottsdale and Phoenix
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