Tax Planning Services

Tax Planning Advisory Services

Proper tax planning can help you keep your hard-earned profits.

Tax planning is the foundation to reduce legal tax liability. Crystal Clear Financial will recommend tax-saving strategies to maximize your after-tax income through the year, not just at the end of the year.

Our team teaks the time to understand your unique financial situation and create tax plans that propel you towards your short-term and long-term goals.

Our tax saving strategies will help you:

Meet our client

I recommend their services to anyone looking for an honest & dependable bookkeeper

I have been working with Crystal Clear Financial since 2016 and during that time, they organized my business accounting, coached me on using Xero and have provided business assistance I need to operate my business, Sunrise Mountain Farms. I recommend their services to anyone looking for an honest, dependable and conscientious bookkeeper with specialized knowledge in the cannabis industry.

Lorelie Sandomeno Owner of Sunrise Mountain Farms

Customized Tax Plans

At Crystal Clear Financial, we will help you create, implement, monitor and update a comprehensive tax plan to ensure your company is in the best position possible. We guide you through custom tax strategies that enhance your savings. Our tax planning options may include:

Compensation and Benefits

Building tax-optimized design and implementation of ESOPs, retirement plans, employee benefits, and other types of executive compensation programs.

Credits and Incentives

Identifying and capturing all federal, state, and local tax credits and incentives to make strategic business improvements.

Federal Tax

Tacking the complexity of federal tax obligations with special attention to your business goals, structure, and industry.

State and Local Tax

Improving compliance and maximize tax savings for your business across multiple jurisdictions.

Private Client

Developing comprehensive plans for enabling business transitions, establishing family offices, philanthropic gifting, and other wealth transfer strategies.

Why choose Crystal Clear Financial?

We are a team of financial experts led by Sara Walker. Sara’s background as a financial advisor and entrepreneur have led to a great understanding about where our clients are coming from and where they need to be going. Sara has worked to create a company that could help bring some sense to the financial world of business ownership. Our business has grown by word of mouth referrals from delighted clients and thankful accountants. We use the Pure Bookkeeping System that has been developed and tested by a team of professional bookkeepers, working with hundreds of clients since 2001.

I need a hero to rescue my bookkeeping now. Can Crystal Clear Financial help?

We are here to help! Reach out to us as soon as possible so we may begin the onboarding process and start your bookkeeping rescue directly.

Does the Crystal Clear Financial do personal bookkeeping as well as business bookkeeping?

Making Waves Management Group provides bookkeeping services for a wide variety of personal and business clients with multifaceted needs. We are pleased to provide personalized financial care for individuals with diverse bookkeeping needs.

I am a new client and I need year end tax reconciliation right away. How can the Crystal Clear Financial help?

We are here to help! Reach out to us as soon as possible so we may begin the onboarding process and begin reviewing your bookkeeping directly.

My payroll is late and I need help catching up, how fast can Crystal Clear Financial help?

We are here to help! Reach out to us as soon as possible so we may begin the onboarding process and begin reviewing your payroll directly.

What is the onboarding process?

First we set up a complimentary, no obligation meeting with you. Together we ascertain your needs. We complete a health check of your current financial data files (if applicable). We then review current systems and advise you. Afterward, we recommend appropriate software as required. You will be assigned one of our exceptional bookkeepers. We will file all outstanding sales tax and payroll tax obligations and liaise with your accountant to discuss payment arrangements and other solutions. Finally, we will introduce the Pure Bookkeeping System to your business to keep the work up to date.

How long does the onboarding process take?

At minimum, Making Waves Management needs access to your current bookkeeping and/or financial records, access to your bank feeds and a signed initial work contract. These simple steps are the first complete review to complete your introductory onboarding. If the client has these items on hand, then the onboarding process takes but a few hours.

What does having a proven bookkeeping system do for you?

It gives you peace of mind. It ensures consistent, reliable information. It puts you in control of your finances and keeps you there. Proven bookkeeping finally puts the chaos to rest! Making Waves Management Group is totally committed to having you feel delighted about our service.

I would like to schedule an introduction with the Crystal Clear Financial, what’s the best way to get started?

Let’s chat! Contact us today!

Does Crystal Clear Financial offer services in the cannabis sector?

We have been at the forefront of management services, bookkeeping services, financial consulting and payroll services for cannabis businesses since the beginning. Crystal Clear Financial has tailored expertise and solutions to support cannabis businesses to thrive in a robust and multi-faceted new market.

More ways we can help

Bookkeeping Services

Whether you need a few hours a quarter or full time support, Crystal Clear Financial will design a plan that works for you.

Payroll Processing

We offer payroll solutions that meet your business’s needs so you can spend your time growing your business.

Advisory Services

We form meaningful relationships with you by being available and in constant contact, providing insights & thoughtful guidance.

Software Stacking

Helping you successfully implement new accounting software or update existing accounting software.