Who we are

The name ClervOx reflects both heritage and purpose. “Clerv” comes from the Clervaux family name, while “Ox” symbolizes strength, reliability, and endurance. Together, they embody the foundation of our firm: trusted guidance and steady support through every stage of tax and financial planning.

At ClervOx Tax Advisors, our mission is clear: to help W-2 earners and small business owners reduce their tax burden, plan with confidence, and keep more of what they earn. Just as the ox represents resilience and hard work, ClervOx stands for dependable tax strategies designed to deliver consistent results year after year.

When you see the name ClervOx, think of strength you can rely on, expertise you can trust, and a partner dedicated to carrying the financial weight with you.

About Julio Clerveaux

Julio Clerveaux is the founder of ClervOx Tax Advisors & Consulting and a trusted tax professional dedicated to helping W-2 earners, families, and small business owners make smarter financial decisions. With more than a decade of experience in tax planning, financial data analysis, and credit risk management, he brings a practical and client-focused approach to every engagement.

Julio also serves as Vice President of Private Company Data at CreditRiskMonitor, where he leads a team of financial analysts responsible for ensuring the accuracy of private-company financial data and proprietary PAYCE® and FRISK® scores.

As an Enrolled Agent and MBA graduate, Julio provides expert guidance on year-round tax planning, real estate investment strategies, and long-term wealth building. He is also the author of Smart Tax Strategies for W-2 Earners, a book designed to help everyday employees understand the tax system and keep more of what they earn.

When he’s not advising clients or writing, Julio enjoys real estate investing, mentoring young professionals, and spending time with his family.

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