Broker Check

Services Offered

Income Tax Preparation


  • Individuals and families
  • Small businesses
    • Sole proprietors
    • Partnerships
    • S-Corporations
    • C-Corporations
  • Rental properties
  • Estate and Gift Taxes
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Accounting and Bookkeeping Services

  • Monthly bookkeeping
  • General accounting
  • Financial report compilation
  • Payroll processing
  • Sales/use taxes
  • Personal property taxes.
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Investment Management and Financial Services

  • Retirement Plans*
  • Tax Plans
  • 401(k) Planning*
  • 403(b) Planning*
  • College Plans*
  • Estate Plans
  • Money Purchasing Plans*
  • Profit Sharing Plans*
  • Educational IRA
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Brokerage Accounts
  • Variable Annuities
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Insurance



  • Disability Income Insurance
  • Life Insurance
  • Long-Term-Care Insurance
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*These services are offered by Clark Saenz through his affiliation with Avantax.