Filing tells you where you’ve been.
Planning tells you where you’re headed.
Any one of these issues may be manageable on its own. The challenge is understanding how they fit together.
Clear Tax Compass offers annual tax preparation with different levels of planning
support, along with separate focused review and filing-only options.
Annual preparation with one planning review
Planning at key points during the year
Preparation and filing with planning at key points during the year, updated projections and payment guidance.
Ongoing, responsive planning
A focused review of prior returns or specific tax questions to identify what may need attention and the practical next steps.
Clear Tax Compass is led by Suma O’Farrell, an Enrolled Agent admitted to practice before the IRS, with 18+ years of tax experience.
That experience brings a practical understanding of the patterns, risks and questions that can shape tax preparation and planning. It informs how CTC works with clients: asking better questions, recognizing what may need attention, and building a more organized, forward looking tax process.
Tax work should not happen in isolation. When other areas affect the tax picture, CTC coordinates with the client’s existing bookkeepers, payroll providers, financial advisors and other professionals. When additional support is needed, CTC can also help identify the right fit.
A simple process that helps us get to know each other.
Complete the Fit Review
Share a few details about your tax situation and the type of support you are looking for.
Have a conversation
If your situation looks like a good fit, we will reach out to schedule a brief call.
Get started
If the conversation confirms a mutual fit, we will guide you through the next steps.
Where Tax Returns Go Wrong explains common gaps that can arise in more complex tax situations and the questions worth asking before filing.
Common gaps, warning signs, and questions worth asking when a tax situation has become more complex than a standard filing process can address.
