Clear Insight Tax

Integrated tax and financial planning for individuals, business owners, military families, and retirees.

Certified public accountant (show on map)

Woman-owned CPA-led tax firm offering integrated tax planning, preparation, and advisory services for individuals and small businesses.

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About

Clear Insight Tax is a woman-owned CPA-led firm serving small businesses, military families, and retirees with multiple income streams. We believe managing taxes is a critical element within comprehensive financial planning.

Our mission is to help clients keep an eye on their rear-view mirror while remaining alert for obstacles and opportunities ahead. We provide fully integrated tax services including individual returns, business tax filings, year-round advisory subscriptions, tax planning, charitable giving guidance, and more.

Woman-owned CPA-led firm

Integrated tax and financial planning approach

Sister company to Clear Insight Wealth Management for seamless service

Year-round advisory subscription with quarterly meetings

Focus on military families and retirees with multiple income streams

Services

Individual Tax Returns

Tax return preparation and filing for individuals filing Single, Head of Household, Married Filing Jointly, Married Filing Separately, or Qualified Widow(er).

Small Business Tax Returns

Tax return preparation and filing for Sole Proprietors, Limited Liability Companies (LLCs), and S-Corporations.

Year Round Tax Advisory Service

Subscription service including tax return preparation and filing, quarterly meetings, email and phone support, annual tax projection, and quarterly estimated payments.

Quarterly meetings Tax return preparation and filing Email and phone support between meetings Annual tax projection Quarterly Estimated Payments

Tax Planning

Leverage extensive tax knowledge and holistic financial planning to minimize tax bills and make the most advantageous financial decisions.

Charitable Giving Planning

Help clients think through the best way to maximize charitable donations and navigate complex rules and regulations surrounding charitable contributions.

Credentials & Certifications

CPA (Certified Public Accountant)

Frequently Asked Questions

Who is Clear Insight Tax for? +

Clear Insight Tax serves existing Clear Insight Wealth Management clients, business owners, military families, and retirees with multiple streams of income.

What services does Clear Insight Tax offer? +

Individual tax returns, small business tax returns (Sole Proprietors, LLCs, S-Corporations), year-round tax advisory services, tax planning, and charitable giving planning.

What is included in the Year Round Tax Advisory Service? +

Quarterly meetings, tax return preparation and filing, email and phone support between meetings, annual tax projection, and quarterly estimated payments.

When will Clear Insight Tax accept new clients? +

Clear Insight Tax will accept new integrated financial planning and tax clients in May of 2026.

Where is Clear Insight Tax located? +

Serving clients virtually from offices in the Vancouver, WA area. Physical address: 421 John Storm Avenue, #161, La Center, WA 98629.

Is Clear Insight Tax a woman-owned business? +

Yes, Clear Insight Tax is a woman-owned CPA-led firm.

What is the relationship between Clear Insight Tax and Clear Insight Wealth Management? +

Clear Insight Tax is a sister company to Clear Insight Wealth Management, offering integrated tax services as part of comprehensive financial planning.

How does Clear Insight Tax approach tax planning? +

By leveraging extensive tax knowledge along with a holistic financial planning approach to help clients understand current and future tax situations and make the most advantageous financial decisions.