Crystal Clear Tax

Clearing the path to successful tax preparation

Crystal Clear Tax provides individual and business tax preparation services for federal and state tax filings. Services include:

Tax preparation and electronic filing of individual and b business federal and state income tax returns;

Tax consulting and planning for individuals and businesses

Estate planning, accounting and bookkeeping, notary services and more

Your Path to Financial Clarity Begins with Crystal Clear Tax

Are you ready to transform your approach to tax preparation and financial management?

At Crystal Clear Tax, we believe that clarity is the key to financial success, and we're here to guide you every step of the way.

Our mission is simple yet powerful: to clear the path to your financial prosperity.

With Crystal Clear Tax, you're not just getting an experienced tax expert and licensed accountant; you're gaining a dedicated partner who is committed to your financial well-being.

Here's what sets us apart:

1. Expertise That Shines: Crystal Clear Tax is led by a seasoned tax expert and licensed accountant with a deep understanding of tax regulations and financial intricacies. With years of experience in the field, we have the knowledge to help you navigate the complexities of taxes and financial management.

2. Clarity in Every Interaction: We believe that clarity is paramount. We ensure that you have a crystal clear understanding of your financial situation, tax obligations, and opportunities. Our commitment to transparency sets the foundation for informed decision-making.

3. Personalized Solutions: Your financial journey is unique, and we treat it as such. We provide personalized tax preparation, accounting, and financial planning services tailored to your specific needs and goals.

4. Partnership for Success: When you choose Crystal Clear Tax, you're not just a client; you're a partner on the path to financial success. We're dedicated to helping you achieve your financial goals with confidence and precision.

5. Holistic Approach: Our services encompass not only tax preparation but also a comprehensive understanding of accounting principles and financial management. We offer a holistic approach to ensure your financial matters are handled with excellence.

Secure your financial future with Crystal Clear Tax. Visit to schedule your free consultation today!

What You Will Receive From Me

A written recommendation with optional phone call/zoom meeting to discuss

An estimate/invoice for your service

Tax preparation with Crystal Clear Tax includes:

Instant Access To Link for Safe & Secure Document Upload (Value $120)

Instant Access To The Tax Planner (Value $50)

Deduction Lists Specific to Your Needs (Value $100)

Free 30 minute Tax Planning & Advice (Value $250)

Written Recommendation(Value $500)

Tax Protection Plus for Audit and ID Theft (Value $600)

Free Federal & State E-File (Value $100)

Total Value: $1,720


E-Sign Capabilities

Access to my network of Tax Professionals if needed

Pay by Refund Info*

Quickbooks Discounts and Information*

Tax Attorney Information*

Estate Planning Information*

Tax Planning Information*

*Full service available at an additional charge

Crystal Clear Tax

Discover the difference that clarity and expertise can make in your financial journey.

Take the first step toward financial prosperity by partnering with Crystal Clear Tax.

Visit our website at

to learn more about our services, read client testimonials, and schedule a free consultation.

Your path to financial clarity and success starts here.

Don't let financial challenges hold you back.

Choose Crystal Clear Tax and experience the clarity, expertise, and partnership that will pave the way to your financial prosperity.

Licensed Accountant

Crystal at Crystal Clear Tax is not just an experienced tax expert; she's also a licensed accountant with a deep understanding of financial intricacies.

Her expertise extends beyond tax preparation to encompass a comprehensive understanding of accounting principles, ensuring that your financial matters are handled with precision and accuracy.

Her qualifications and dedication to staying current with accounting regulations and practices make her a trusted advisor in both taxation and financial management.

Clients can rely on Crystal for a wide range of financial services, including tax planning, accounting, and financial analysis.

Her ability to provide holistic financial guidance sets her apart, making her a valuable resource for individuals and businesses alike.


“CRYSTAL's personal service & expertise turned tax season into a breeze for our business. We highly recommend.”

Luis M.

Contact Crystal Clear Tax

Schedule An Appointment With Us Today!

© 2023 Crystal Clear Tax | Tax Consulting & Return Preparation | Charlotte, NC