Tax preparation that moves with you.
Smart tax planning starts with knowing when you need to ask for guidance. CLA can help you take advantage of tax opportunities whether you’re just starting your career, or are ready to launch that big idea.
What’s on your mind?
- Saving on taxes
- Advice for major events (marriage, home, children, business structure, aging parents, and retirement)
- Capitalizing on tax reform opportunities
- Protecting your resources
- Making smart investment decisions
- Dealing with the IRS
Create opportunities with CLA
CLA helps thousands of people file a simple 1040 tax return every year. For many, that’s all they need. But when you’re ready to start a family, invest in a home, or turn your passion into a business, we can help you prepare for that too.
CLA can make it easier for you to take that next step by uncovering the tax incentives and deductions that can help you get there. First and foremost, we listen to you, then we build a unique tax plan designed to evolve as you progress.
Individual tax services
- Individual income tax return preparation and projections
- Personal financial and retirement planning
- Business tax planning
- Updates on tax law changes and related opportunities
- Gift, estate, and charitable giving strategies
Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor.