Take The First Step And Let Us Clear The Vision Your Way!

 

Here at ClearVantage Financial our #1 goal is to make sure our clients get the best solutions for all financial & business needs with exemplar customer service.  

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WHAT IS A BUSINESS CONSULTANT?  

  

A business consultant is a professional with a wide array of skills who assists business owners with their endeavors.

 

WHAT IS A FINANCIAL ADVISOR?

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A Financial Advisor is a professional who provides financial services to clients based on their financial situation. A financial advisor help create long-term strategies for building wealth and managing risk. They can also help you track, manage and balance your investment portfolio. 

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SERVICES WE PROVIDE:

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• Personal Return Filing

• Business Return Filing

• S & C Corporation Return Filing

• Virtual & In Person Appointments

• New Business Set Up

• Book-keeping & Accounting

• State Wide Filing

• Tax Planning

• Cash Advances 

 

SUBMIT 2024 TAX INTAKE FORM HERE

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