Tax Organizer









Financial Planning and Consulting Services and Seminars

Are you having trouble managing your finances or reaching your financial goals? Do you want to plan for the future? for your heirs? We can help. We review your financial situation and help you set up a personalized financial plan and goals.

Are you concerned about the accuracy of your organization's records and reports? Are you looking for help with your operations, compensation plans, efficiency, debt management, bottom line, or other finances? We can lead customized consultations and seminars for your church or business.

Please call our office for additional information.

Lk 14:28 “Suppose one of you wants to build a tower. Will he not first sit down and estimate the cost to see if he has enough money to complete it? 29 For if he lays the foundation and is not able to finish it, everyone who sees it will ridicule him, 30 saying, ‘This fellow began to build and was not able to finish.’ (Luke 14:28 NIV)

  • Financial consulting and planning for Individuals, Churches, Nonprofits, and Businesses
    • Help you organize your finances
    • Help you setup or improve your bookkeeping, including QuickBooks® help (See Support Services.)
    • Help you set and prioritize your financial goals
    • Help you plan for the future
    • Help you establish a plan to pay debt
    • Advise you regarding clergy compensation plans
    • Advise you regarding your church and/or ministry records & procedures
    • Advise you regarding best practices for your financial records and internal controls
    • Teach you how to internally review your financial records, reports, and policies
    • Advise you regarding your taxes and reporting requriements (See Tax Services.)
  • Investment consulting and planning
  • Estate planning
    • Guard your estate from death taxes and volatile markets
    • Help you avoid estate tax levies
    • Minimize both your federal and state estate tax liabilities
    • Protect your heirs
  • Retirement planning
    • Analyze your projected income and expenses and suggest investment funding techniques to help ensure that your golden years live up to your expectations
    • Help you to avoid not saving enough for retirement
    • Establish a retirement plan to maintain or improve your lifestyle
    • Clifford & Yoho Advisors, LLC can set up and manage your retirement accounts including Traditional IRAs, Roth IRAs, Simple IRAs, and 403(b), using the governments changing rules and tax-deferred savings plans to your advantage. (See Investment Services.)
  • Tax consulting (See Tax.)


Clifford & Associates, LLC
S.D. Clifford Advisors, LLC
Harvest Pension Group, LLC

4150 Belden Village St. NW
Ste. 601
Canton, OH 44718


Steven Clifford, CFP©, EA
Nancy Eagle
Cathy Pappas

Michael Beels, Registered Investment Advisor Representative



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© 2017 Clifford & Associates Terms | Ph. 800.456.1803 | Fax 330.493.1807


Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP©, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete initial and ongoing certification requirements.