Clare Fazackerley, CPA, CFP


My Contact Details

5931 Beacraft Ave
Cincinnati, OH
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Work: (513) 794-1829

Clare Fazackerley, CPA, CFP


I am a Certified Public Accountant and Certified Financial Planner® Professional. I have been assisting clients with planning and money management, preparing individual and small business taxes for twenty years.

Prior to that, I had a twenty year career in banking and regulation, as a National Bank Examiner for the U.S. Treasury Department, a bank consultant and as an employee of several commercial banks. I enjoy working with numbers and the intricacies of the tax code and regulations, but mostly love making my clients’ financial lives simpler and more satisfying.

I worked happily for seven years for a local tax preparation firm, but went out on my own when that company was sold to a large national firm, knowing I couldn’t continue with my very personalized service in that environment.

I love to help clients to make good decisions on a broad spectrum of financial questions.

Specialties: Tax law & planning, Financial Counseling, Comprehensive & Project-Specific Financial Planning, General Financial & Business Knowledge


Sonoma State University
BA, 1977
Economics with Honors & Distinction
1972 To 1977

Professional Associations

Garrett Planning Network
2018 - Present

National Association of Personal Financial Advisors
2016 - Present

National Society of Accountants
2008 - Present

Association for Financial Counseling - Planning - Education
2007 - 2020


  • Certified Financial Planner
  • Certified Public Accountant

Role in Practice

  • Principal

Years of Experience

  • More than 20

Job History

Certified Public Accountant & Owner
June 2007 - present

Pleasant Ridge Community Council - Business Committee
Shop Hop Co-Chair
January 2009 - January 2014

Damon Tax Service
Tax Professional
January 2000 - October 2006

BankAudit Services Inc
Senior Financial Examiner
January 1990 - January 1992

Office of the Comptroller of the Currency
National Bank Examiner
September 1979 - September 1990

Areas of Specialization

  • College Planning
  • Comprehensive Financial Planning
  • Credit Improvement
  • Estate Planning
  • Individual Tax Planning
  • Individual Tax Preparation
  • Insurance Planning
  • Investment Advisory Services
  • IRS Representation
  • Retirement Planning

Firm Information

  • Your money, your values, your sanity! It's about you, and how I can help. Pay the lowest legal tax, save time & reduce your stress, get advice tailored to you, have a financial professional available year-round.