Clarion Tax & Advisory

Clarity for what's ahead℠

Tax preparation service (show on map)

5.0

★★★★★

11 reviews

Personalized tax and advisory services for individuals, businesses, and nonprofits in Texas and beyond.

Call (817) 203-4104

Navigate to Visit website

About

Founded in 2023 in Fort Worth, Texas, Clarion Tax & Advisory provides individual, small business, and nonprofit tax preparation, entity formation, state & local compliance, bookkeeping, and year-round tax planning. The firm emphasizes personalization, clarity, and proactive financial strategy, serving clients nationwide through secure online portals.

Personalized service

Year-round support

Secure online portal

Bilingual assistance

Services

Tax Preparation

Accurate, timely filing of federal and state returns for individuals, businesses, and nonprofits, with clear explanations.

Personalized explanations Secure online portal Year-round support

Entity Formation

LLC, corporation, and nonprofit setup, including EIN applications, registered agent coordination, and on-site notary services.

Comprehensive setup EIN assistance Notary services

State & Local Compliance

Texas Comptroller filings, sales tax reports, franchise tax, and Public Information Reports to keep your business in good standing.

Timely filings Reporting assistance Compliance monitoring

Bookkeeping & Advisory

Monthly books, clear financial reporting, and strategic guidance to keep your business informed and on track.

Monthly bookkeeping Financial reporting Strategic advisory

Year-round Tax Planning

Proactive tax planning to minimize overpayment and optimize financial decisions before the tax return is filed.

Year-round support Strategic planning Pre-return optimization

Credentials & Certifications

EA (Enrolled Agent)

Since 2020

MPAcc (Master of Professional Accounting)

Since 2018

Reviews

Rating

★★★★★

Reviews

"My taxes were done in a timely manner and the preparer was very attentive."

Frequently Asked Questions

How much does tax preparation cost? +

Pricing depends on the complexity of your return. After a brief intro call, we'll provide an upfront quote based on what you share with us. If your situation turns out to be more involved than expected, we'll discuss any adjustments with you before moving forward.

Do I need to be local to work with you? +

No. We're based in Texas and work with clients across the country. Everything is handled through our secure client portal — document uploads, e-signatures, and video calls — so there's no need to come into an office.

Can you help if I'm behind on past returns? +

Yes. We regularly help clients catch up on prior-year filings, respond to IRS notices, and get back into good standing. We'll start with a clear assessment of where things stand and build a plan to bring everything current.

What documents do I need to send you? +

Once you're onboarded, we'll provide a personalized checklist based on your situation. In general, this includes income documents (W-2s, 1099s, K-1s), records supporting any deductions or credits, your prior-year return, and notes on any significant life or business changes from the year.