Business. Money. Life.
by doing an IRA analysis to determine if opening or contributing to an IRA will reduce your current year’s tax burden and save you money!
by providing annual tax planning to assist you with managing the effect life events can have on your tax situation.
by providing information through our website, newsletters, articles and advice specific to your situation throughout the year.
by providing a secure online storage system for your supporting documentation and tax return.
all work is double checked for accuracy.
with tax preparation and have over 30 years of know-how on our team.
by working with you face to face to complete your federal and state tax returns as well as electronically submitting them.
Disclaimer: Not a CPA or LPA firm. © ClearPath Advisors, Money Matters MN, Inc. 2017-2022, 808 Washington Avenue, Ste 22A, Detroit Lakes, MN 56501 | 417 Main Ave, Ste 209, Fargo, ND
+Michael Johnson, Advisory Representative Securities offered through AvantaxSM Member: SIPC Advisory Services offered through AvantaxSM. Member: SIPC ClearPath Advisors and Money Matters MN, Inc are not registered broker/dealers or independent investment advisory firms.
Investments are subject to market risks including the potential loss of principal investment. Avantax affiliated financial professionals may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state. This information is not intended as specific tax or legal advice. Please consult our firm and your legal professional for specific information regarding your individual situation. www.finra.org www.sipc.org