Mission Statement

Your money, your values, your sanity!

It’s about you, and how 1TaxFinancial can help.

Make sure your financial life reflects your values; reduce your stress, save time & pay the lowest legal tax.  Get advice tailored to you and have financial professionals available year-round.

1TaxFinancial is an Ohio Registered Investment Advisor.  All services provided on a FEE ONLY basis.  No investment products offered for sale.

As planners and investment advisors, we subscribe to a Fiduciary Oath. Our loyalty is to you.

1TaxFinancial ADV 1TaxFinancial Privacy Policy


Firm History

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Clare Fazackerley
CPA, CFP®

Clare Fazackerley, CPA (Ohio) started the firm in 2007 in order to provide highly personalized service, offering clients the benefits of her broad financial expertise.  She brings her 40+ years of varied tax & financial experience to assist you with advice tailored to your specific needs.  Clare became an Accredited Financial Counselor® in 2013 and attained the CFP® designation in 2016 and registered the firm as an Ohio Registered Investment Advisor then.

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James Iverson
CFA®

Jim Iverson, CFA® joined the firm in 2016 after a 30+ year career with the U.S. Treasury’s Office of the Comptroller of the Currency as a National Bank Examiner, a capital markets specialist and a Lead Expert in Commercial Credit.  He’s held the Chartered Financial Analyst® designation since 1998. Jim brings an in-depth knowledge of investment markets and his phenomenal quantitative and analytical skills to our clients.

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Association Memberships

National Society of Accountants
Association for Financial Counseling, Planning & Education®
The National Association of Personal Financial Advisors

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Payment

cash, checks, credit cards and Paypal Accepted

PayPal

Click for address to pay by check or in person

OR:  You can pay your invoice with a direct bank debit or credit card from your Quickbooks Invoice.  Email me if you need another one.