Personal Tax
Clarus Partners works closely with our personal tax clients to help them capitalize on all of the individual tax planning opportunities available. The firm conducts a comprehensive analysis that encompasses a closely held business’ organizational structure, accounting methods, tax incentives, and retirement plans to identify tax planning opportunities and guide its tax preparation services so there are no surprises or delays. Whether it is tax services for individuals or individuals and family owned or closely held businesses, our team of professionals, led by certified public accountants, are constantly look out for your interests year round.
Our personal tax services include:
- Tax planning
- Property tax consulting
- Personal tax preparation and review
- Stock option planning
- 1031 exchanges
- IRS, state, and local examinations and correspondence
- Qualified plan distributions
- Non-qualified deferred compensation plans
- Phantom stock and stock appreciation rights
- Estate and gift planning
- Retirement planning
- Investment planning
- Financial aspects of divorce
Contact Us to Get Started Today
We take pride in building personal relationships with our clients. That is why our clients have direct and regular communication with our partners and senior team leaders. If you are looking for tax services in Columbus, Ohio and would like to learn more about our personal tax services, please contact Barry Adelman, partner. We look forward to discussing how Clarus can serve your company.
