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Our servicesSix services, one team. Whichever one brings you in, the same preparer stays with your file from the first conversation to the accepted return.
Federal and state returns prepared, reviewed and e-filed by a credentialed preparer who signs the return alongside you.
Entity returns, quarterly filings and the year-round bookkeeping support that keeps those filings straightforward.
Planning conversations in the months that still count — not in April, when the year is already closed.
If a letter arrives, you forward it to us. We answer it, and we deal with the examiner so you don’t have to.
Enrolled agents and CPAs can represent you before the IRS at every level. We do, from the first notice to the final resolution.
Monthly reconciliation and payroll run by the same people who prepare the return, which is why nothing gets lost between the two.
The same four steps whether you are filing a single W-2 or a multi-state partnership return.
We discuss your needs and gather the necessary information.
Our experts prepare your taxes with accuracy and care.
We review everything with you to ensure clarity and confidence.
We file your taxes and look for every opportunity to maximize your refund.
Fees depend on the forms your situation requires, and you get the number in writing before any work starts. No hourly surprises, no charge for the phone call that asks whether we are the right fit.
Ask for the current fee schedule when you book and we will send it before you commit to anything.
Schedule your appointment today and experience the ClearPath difference.
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