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Tax Planning

Because of the amount of taxes you will owe over your lifetime, National IRA expert Ed Slott calls IRAs and 401(k)s “the Retirement Savings Time bomb”! Taxes could be one of your highest expenses in retirement! We feel taxes should be properly integrated into a total Holistic Plan. CLP Financial Group will educate you about your options now and for the future.

It’s not just what you make, it’s what you keep. As a holistic financial firm, tax implications and mitigation strategies are a critical consideration for all of our investment advice. From 401(k) rollovers and Roth conversions to charitable gifting strategies and tax-efficient portfolio offerings, our advisors are educated on the latest tax laws to help your bottom line.

From tax preparation for individuals to small and medium sized nonpublic entities; preparers at CLP Financial Group provide tax return advice and preparation for individuals as well as businesses. Our clients save time and money as we offer assistance regarding compliance with sales and use taxes, property taxes as well as state, local and federal taxes. We can also assist with the latest tax-saving strategies.

Fee Structure:

First time clients - 50 years of age and older - $99

  *includes federal and one state. 

Returning clients -  50 years of age and older - $179

  *includes federal and one state. 

All clients - 49 years of age and under - $179

  *includes federal and one state. 

Dependents - 18 and under; OR 24 and Under and a Full-time student - $99

  *includes federal and one state. 

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*Additional charges may be applied for schedules and extra state*

Businesses that File an Independent Return (1065 Partnership, 1120 C-Corporation, or 1120-S Subchapter S Corporation)

These fees will vary depending on the complexity of the return. Rates begin at $199. Business owners often experience a savings of a few hundred dollars on average over prior preparation fees.

Schedule a Free Consultation

Schedule a meeting with us! We will pair you with one of our financial advisors and assess your financial goals and needs. Just submit your information and our office will be in touch as soon as possible. 

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Financial Planning and Advisory Services are offered through Prosperity Capital Advisors (“PCA”) an SEC registered investment adviser with its principal place of business in the State of Ohio. PCA and its representatives are in compliance with the current registration requirements imposed upon registered investment advisers by those states in which PCA maintains clients. PCA may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. This website is limited to the dissemination of general information pertaining to PCA’s investment advisory/management services. Kyleah Parson, Lisa Chenet, Joshua Anderson, and James Young are investment advisor representatives of PCA. For information pertaining to the registration status of PCA, please contact the firm or refer to the Investment Adviser Public Disclosure web site (www.adviserinfo.sec.gov). For additional information about PCA, including fees and services, send for our disclosure statement as set forth on Form ADV from PCA using the contact information herein. Please read the disclosure statement carefully before you invest or send money.

CLP Financial Group, Inc., Retirement Planning Services, Chesapeake, VA