ClearPath

ClearPath is a Bookkeeper in Overland Park, KS, located at 9393 W 110th St # 210. The firm serves individuals, families, retirees, and business owners in the Kansas City area and beyond, offering integrated tax, accounting, and financial planning services. Their approach prioritizes tax efficiency as the foundation for broader financial strategies, coordinating tax, investment, and insurance planning under one roof to help clients maximize financial outcomes and mitigate tax burdens. ClearPath holds a rating of 4.50 based on customer reviews, reflecting a positive standing among those who have utilized their services. The practice operates with a team-based model designed to alleviate the complexity of juggling separate financial professionals. Cory Lagerstrom, the Chief Executive Officer, brings over 27 years of experience in financial planning and serial entrepreneurship to the firm. Originally from Arkansas City, Kansas, he holds an undergraduate degree, an MBA, and a J.D. from the University of Kansas and actively supports philanthropic efforts in the Kansas City community and at his alma mater. Kyle Nagy, the Chief Tax and Financial Officer, began his career at KPMG before founding his own business in 2008. He specializes in accounting, bookkeeping, and tax preparation for individuals, businesses, and non-profit organizations. Tim Lanz, the Chief Operating Officer, co-founded the predecessor firm Butler, Lanz & Wagler, L.C. in 1998 and holds Bachelor of Science degrees in International Business, Management, and Marketing from Kansas State University. For businesses, the firm offers bookkeeping cleanup, QuickBooks setup, payroll management, and business coaching to support growth and profitability. Their investment management services focus on tax-efficient money management tailored to individual risk tolerance and goals, while insurance strategies aim to protect and preserve wealth. The team also assists with qualified plans, deferred income, cash balance plans, and business continuation or exit strategies. The firm’s strength lies in its collaborative structure, where tax, financial, investment, and insurance professionals work together to create holistic plans. This integrated approach allows clients to save time and resources while ensuring that tax considerations guide financial decisions. With a dedicated staff of accountants, tax associates, and planning advisors, ClearPath provides customized strategies for saving, investing, retirement, and legacy planning. ClearPath combines deep tax expertise with comprehensive financial planning to help Overland Park residents and local businesses achieve clarity and confidence in their financial futures.

The firm is situated on W 110th St in Overland Park, just about a tenth of a mile from College Boulevard and near Corporate Woods South Park.

BizScoreAI awarded the business a Technical score of 85 out of 100, ensuring the website is technically sound and indexable for search engines. The Authority score of 75 out of 100 demonstrates who is behind the business, serving as a trust signal for AI assistants and search engines.