Built for individuals, families and business owners who want a secure, hassle-free tax experience. Work with the same tax professional year after year to maximize deductions, minimize tax, and receive personalized advice. Don’t get stuck with a random preparer each season.


The ClearPath Process
A simple, secure, and fully virtual way to get your taxes prepared accurately.

Answer a few simple questions and securely upload your tax documents through our encrypted client portal.

We review your information, prepare your return, and identify every deduction and credit you're entitled to claim.

Review your completed return, ask any questions you have, and securely e-sign from the comfort of home.

W-2 employees, retirees, students, and families looking for professional tax preparation.

Schedule C businesses, independent contractors, consultants, and gig workers.

Schedule E filers with single-family rentals, multi-unit properties, and vacation rentals.
We prepare most individual federal and state tax returns, including investments, retirement income, and multi-state filings.
Individual tax returns start at $299*
Schedule C and E tax returns start at $499*
*Your initial quote is based on the information provided during the intake process. If additional information or circumstances are discovered that require additional work, we may revise the quote before proceeding

Simply complete our organizer, upload your documents securely through our client portal, and we'll prepare your return. We handle everything remotely. No office visits required
Common documents include W-2s, 1099s, prior-year tax returns, mortgage interest statements, and any business or rental records. We'll provide a customized checklist based on your situation.
All documents are uploaded through our secure client portal using encrypted transmission and storage. We do not recommend sending tax documents by email.
No. We can prepare returns for clients in many states, including multi-state tax returns when needed.
Pricing starts at $299 for basic individual returns. More complex returns involving self-employment, rentals, investments, or additional forms may require additional fees. Final pricing is based on the information provided and the complexity of the return.
Most returns are completed within a few business days after we receive all required information and documents. During peak tax season, turnaround times may vary.
We'll contact you through the client portal with a clear list of any missing items needed to complete your return.
Most clients can electronically sign their returns from anywhere using our secure e-signature process.
We offer IRS notice review services for an additional fee. We'll review the notice and explain any next steps that may be needed.
Yes. We regularly prepare returns for Schedule C businesses, rental property owners, and other taxpayers with more complex situations.
You'll receive personalized service, direct access to your preparer, secure online convenience, and a relationship-focused approach rather than an assembly-line experience.