Julio Clerveaux, EA, MBA
Founder, tax advisor and author of Smart Tax Strategies for W-2 Earners.
Julio brings more than a decade of experience in financial data analysis, credit risk, quality assurance and leadership to his work with tax clients. As an EA, he is Admitted to Practice Before the Internal Revenue Service and is federally authorized to represent taxpayers before the IRS.
His practice focuses on the intersection of income, tax compliance and forward-looking decisions. That includes helping high-income employees understand compensation and withholding, helping real estate investors organize and analyze rental activity, and helping business owners see how multiple income sources fit together.
Julio is also a real estate investor. He understands that a property decision involves cash flow, financing, improvements, risk and long-term goals, not only a line on Schedule E.
Credentials and experience support careful analysis, but no advisor can responsibly promise that one strategy will produce the same result for every taxpayer.
