ENROLLED AGENT
Clear View Tax Solutions, Inc.
612-275-5470
Education: South Dakota State University–MS & PhD, Chemistry and MBA Business Administration; Central College–BA, Chemistry
Mel has specialized in accounting, tax preparation, tax resolution and tax planning for over 25 years. Previously, he specia
ENROLLED AGENT
Clear View Tax Solutions, Inc.
612-275-5470
Education: South Dakota State University–MS & PhD, Chemistry and MBA Business Administration; Central College–BA, Chemistry
Mel has specialized in accounting, tax preparation, tax resolution and tax planning for over 25 years. Previously, he specialized as a chemist for several years. He has one son, and is married to his wife, Linda, who has 4 daughters. They have 11 grandchildren, and 8 great-grandchildren. The grandchildren keep them busy with their sports activities. Mel and Linda like to travel, including destinations in Europe. During their travel, they like to stop in antique stores, looking for treasures from previous times. Tax planning continuing education events have also allowed the opportunity for a number of mini-vacations over the years.
ENROLLED AGENT
Clear View Tax Solutions, Inc.
612-716-4322
sindy@clearviewtaxsolutions.com
Education: University of Phoenix–Masters in Accountancy; University of Texas at El Paso–BBA majoring in Accounting
Sindy has specialized in accounting, tax preparation, tax resolution and tax planning since 2004. She obtained her EA in 2011, and is c
ENROLLED AGENT
Clear View Tax Solutions, Inc.
612-716-4322
sindy@clearviewtaxsolutions.com
Education: University of Phoenix–Masters in Accountancy; University of Texas at El Paso–BBA majoring in Accounting
Sindy has specialized in accounting, tax preparation, tax resolution and tax planning since 2004. She obtained her EA in 2011, and is currently working toward obtaining her CPA credentials. She and her husband, Bobby, have two adult daughters, Jamie & Haley. During their spare time, they like to do home improvement projects. Sindy also enjoys swimming, gardening, and spending time with their 4 cats.
CHIEF EXECUTIVE OFFICER
Chartered Financial Consultant®
Education: University of St. Thomas–MBA, Finance; University of Minnesota–BA, Economics
Reese has over three decades of experience in finance industry, obtaining his MBA in 2001. He is passionate about being the go-to resource for financial planning and wealth management for clients
CHIEF EXECUTIVE OFFICER
Chartered Financial Consultant®
Education: University of St. Thomas–MBA, Finance; University of Minnesota–BA, Economics
Reese has over three decades of experience in finance industry, obtaining his MBA in 2001. He is passionate about being the go-to resource for financial planning and wealth management for clients and is continually focused on better ways to serve clients while helping to mitigate taxes as he assists them in reaching their financials goals. He and his wife, Kara, have two children and enjoy staying active as a family. Reese also enjoys numerous outdoor activities including watersports, biking, mountain climbing, and triathlons.
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CHIEF FINANCIAL OFFICER
Certified Financial Planner™ practitioner
Education: University of Minnesota–BS, Business Management, Marketing & Finance
Steven has over two decades of experience in the financial services industry. He witnessed the impact of thoughtful financial planning in clients’ lives at a young age thanks to his father, a for
CHIEF FINANCIAL OFFICER
Certified Financial Planner™ practitioner
Education: University of Minnesota–BS, Business Management, Marketing & Finance
Steven has over two decades of experience in the financial services industry. He witnessed the impact of thoughtful financial planning in clients’ lives at a young age thanks to his father, a former financial advisor. Over the years, Steven obtained his CFP®, CIMA®, CLU® and CRPC® designations to strengthen his wealth and tax planning knowledge. He and his wife, Sarah, have four children and enjoy spending time together outdoors. Steven loves football and is passionate around lifelong health and fitness.
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CHIEF INFORMATION OFFICER
Certified Financial Planner™ practitioner
Education: Colorado Technical University–BS, Business Management
Sarah has over two decades of experience in the financial services industry. She obtained her CFP® designation in 2014 and APMA® designation in 2017. She appreciates the opportunity to provide financial and
CHIEF INFORMATION OFFICER
Certified Financial Planner™ practitioner
Education: Colorado Technical University–BS, Business Management
Sarah has over two decades of experience in the financial services industry. She obtained her CFP® designation in 2014 and APMA® designation in 2017. She appreciates the opportunity to provide financial and tax planning value to each and every client. Sarah enjoys spending time being active in various outdoor activities throughout the year (yes, that includes winter!), alongside her husband, Erik, and their three sons.
Clear View Tax Solutions was established to assist clients with tax planning, advice, and preparation. We utilize Enrolled Agents for their experience and expertise in assisting clients with their tax needs. This will allow us to better coordinate not only tax preparation, but also tax advice and planning in the work we do with our clients.
We offer a wide range of tax services, including tax preparation, tax planning, and tax resolution. Our goal is to help our clients minimize their tax liability and maximize their tax savings. We also provide year-round support to ensure that our clients are always in compliance with tax laws and regulations.
Our Enrolled Agents work closely with our clients to understand their unique tax needs and goals. We then develop a customized tax strategy tailored to their specific situation. We believe in transparency and will keep our clients informed throughout the entire tax process.
An Enrolled Agent is a person who has earned the privilege of representing taxpayers before the Internal Revenue Service (IRS). Enrolled Agent status is the highest credential the IRS awards. Enrolled Agents are unrestricted as to which taxpayers they can represent, what types of tax matters they can handle, and which IRS offices they can represent clients before.