Speak with an experienced professional today.

Call (208) 765-8262

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Speak with an experienced professional today.

Call (208) 765-8262

About Clear Legacy

World-class Expertise with a Personal Touch: Building Life and Legacy with Clear Legacy

At Clear Legacy, we’ve been guiding our clients towards financial success for over 20 years. We’re an established, respected, and trusted financial firm not only locally, but all across the country. Our team of experts is committed to helping our clients not just reach, but exceed their financial goals. We believe that building life and legacy is crucial, and we strive to foster long-term, high-trust relationships with all our clients as we work towards that shared vision. Our passion for empowering our clients drives everything we do at Clear Legacy. 

Our Values

Building Lives… Forging Legacies

Selflessness, Integrity, Courage and Discernment

Selflessness, Integrity, Courage and Discernment

Accuracy, Communication, and Transparency

Accuracy, Communication, and Transparency

Passion and Innovation

Passion and Innovation

Our Clients Say it Best

“Clear Legacy’s Staff is professional, practical, and a pleasure to work with. They not only worked diligently to complete some complicated accounting matters for us but took the time to think through the operational procedures necessary to ensure better workflow and communication. They truly are willing to tackle anything for the greater good.”
– Gail Mitzner, Controller GVD Commercial Properties, Inc.
"Clear Legacy provided a highly efficient, low-cost account set up and tracking. Their knowledgeable and teaching manner helped us to understand regulatory payment obligations in the form of insurance, state and federal employment taxes. Worked efficiently with our tax preparers to help advance our tax preparation and planning efficiently. They are very cost-effective. For a new and/or existing small to medium size business, we highly recommend these guys."
– John Cranney, CEOCompliant Embedded Systems Research Inc.
"Clear Legacy is the best bookkeeping service that any of my clients have ever used. Not only do they produce accurate sets of books, but they also extend their services to include cash flow analysis, debt structure, entity types, and classifications, etc. I would highly recommend any small business that outsources their bookkeeping or needs assistance in managing their business to use Clear Legacy."
– Lee A. AndersonAnderson Bros, CPA's, PA
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Our Executive Team

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Amelia McCalmant

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Cody Johnson

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James Sporleder

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