Clear Action Business Advisors

4.8(5 reviews)Walnut Creek, California

Open ⋅ Closes 8 pm
8 am–8 pm
Closed on Sunday, Saturday

Clear Action Business Advisors is the best Outsourced CFO Service in Northern California. For over 27 years, we've provided Chief Financial Officer Planning services, consulting, coaching, bookkeeping services, business accounting, tax preparation & tax planning services for business owners and growing companies. We Help you get the Cash Flow You Need from Your Business. With offices in Walnut Creek and Concord, California, our virtual CFO Services allow you to turbocharge your profits and unleash growth with powerful financial strategies for unrivaled financial clarity and control. Unlock the secrets to success with our affordable solutions for streamlining your business's bookkeeping, accounting and tax planning.

Services

Accountant
Certified public accountant
Tax preparation service

Service Options

Online appointments
On-site services
Language assistance

Accessibility

Wheelchair-accessible car park
Wheelchair-accessible entrance
Wheelchair-accessible seating
Wheelchair-accessible toilet

Business Hours

Sunday: Closed
Monday: 8 am–8 pm
Tuesday: 8 am–8 pm
Wednesday: 8 am–8 pm
Thursday: 8 am–8 pm
Friday: 8 am–8 pm
Saturday: Closed

Frequently Asked Questions

Find Us on Google Maps

1990 N California Blvd Ste 20 PMB 1010, Walnut Creek, CA 94596, United States

Customer Reviews

Reviews

4.8(5 reviews)

John Cummings (HKPhooey)

Nov 17, 2017on

Joel provides excellent advice on taxes!

Tamara Ray

Jul 6, 2017on

Joel Smith is highly skilled and knowledgeable in his field. I have referred friends to him whom have been very pleased with us work as well. If you want the job done right, contact Joel!!

Olga Jenkins

Jun 1, 2017on

Joel does both our small business and personal returns. Thank you for your excellent work Joel. He is very easy to work with. Also might be worth mentioning I switched to Joel's service from a small tax firm and can't be happier. Joel's fees are very reasonable, and he works directly with my Quickbooks files which makes our syncing-in very easy. Anyway, with all the good work Joel has done for us, he also does our personal taxes now (it's after many many years of doing them by ourselves)

Neil Trenerry

May 28, 2017on

D'Ann Hayes

May 25, 2017on

Joel Smith helped us with a tax problem with the IRS when you used our retirement money before 59.5 years old due to a loss of job. He knew of the tax law that said we could and proved it to the IRS!! He is definitely the Master of Tax. I would highly recommend him for your business accounting, outsource accounting, controller, or personal taxes and planning. He is definitely our tax man for life!!!