Strategic Defense for Complex Tax Matters.

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The areas of practice we are committed to.

ClearView Financial Services, offers a comprehensive range of practice areas dedicated to protecting taxpayer's rights, pursuing liberty, and securing the tax resolutions you deserve.

Penalties

There are many types of tax agency penalties. Millions of penalties are issued each year to taxpayers. The most common penalties are for late filing and late payments. It is common to have to appeal penalty relief denials. Be certain to adjust your withholdings or make estimated tax payments to avoid payment penalties.

Levy and Lien Release

Has the IRS or another tax agency levied your financial institution or placed a lien on your property? Remember, these agencies are tax collectors. When a taxpayer does not pay their balance due tax agencies demand payment and will give legal notice. Tax agencies are not only limited to bank levies, they can seize funds from utility companies holding a deposit, an escrow company, an investment company, a stock broker and many others. Levies and liens can have a devastating impact on one's financial situation and make it almost impossible to pay bills. Our experienced tax experts are here to assist you.

Installment Agreement

Tax agencies want to collect balances due as quickly as possible, this can create competing interests with taxpayers. It is paramount to avoid default by establishing an affordable agreement the first time. Default of your agreement will send you back into collections.  A properly executed, accepted agreement will suspend tax agency collection efforts.

Offer In Compromise

Each taxpayer's situation is different. If you qualify, an Offer in Compromise (OIC) is an excellent way to resolve back taxes due and get to a fresh start. An OIC allows taxpayers that cannot afford to full pay their back tax liability the oppprtunity to settle their tax debt for less than they owe. An OIC can reduce tax debt.

When Tax Agencies Escalate We Respond.

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Strong win rate

3x
higher win rate than competing tax firms
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Bigger team

9
qualified tax experts with 23+ years of experience
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More winnings

90%
more optimal resolution than competing tax firms
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Quicker resolutions

30%
less time in resolving cases compared to the industry
We take pride in being trusted, reliable and effective.

A strong focus on giving our clients unwavering commitment to providing exceptional tax representation and support.

Financial advisors discussing tax planning with client in office at clear view financial services

Bespoke tax expertise. Comprehensive results.

From high-liability, multi-year non-filer cases to complex installment agreements, levies, and liens, our boutique team provides maximum, supportive tax expertise for clients with sophisticated financial lives.

We navigate complex tax challenges with precision, discretion, and strategic focus, ensuring comprehensive results that protect your wealth and restore confidence.

91%
Win Rate
436
Cases Won
83+
Happy Clients

Discreet, expert tax guidance and representation.