Start Your Fit Review

FOR TRUStED REfERRAL PARtNERS

CPAs • EAs • Financial Advisors • Attorneys • Bookkeepers • Real Estate Professionals

Refer with confidence.

Clear Tax Compass supports professionals who need a trusted resource for clients whose tax situations require more than a standard return.
Refer a Client
How it Works

Suma O'Farrell, EA

Enrolled Agent • 18+ years of tax experience
Admitted to practice before the IRS

  • ENROLLED AGENT
  • 18+ YEARS OF TAX EXPERIENCE
  • ADMITTED TO PRACTICE BEFORE THE IRS

Support Your Practice

Refer an individual or a business when your firm is limited by capacity.

Give clients a trusted place to go without adding work to your team.

Provide tax planning or advisory support that complements the services you already offer.

We help clients make informed decisions with planning that fits their broader tax picture.

Coordinate directly with a trusted partner so the client is not navigating between disconnected advisors.

Communication stays clear without adding unnecessary work for your team.

Send referrals when a client’s needs or tax situation no longer fit your practice.

We’re here when a client’s needs change or become more complex.

REFER A CLIENT

Thank you for thinking of Clear Tax Compass. Share a few brief details about the situation, and we’ll take it from there.
You do not need to know all the details before reaching out.
CLIENT INFORMATION
The client’s name is optional at this stage. Please do not include Social Security numbers, tax documents, account information, or other sensitive personal details.

Every referral is reviewed personally. CTC will follow up regarding fit and appropriate next steps. 

Submitting this form does not create a client relationship with Clear Tax Compass LLC. We’ll review the information provided to determine whether the matter fits our scope and current capacity.

A Coordinated Client Experience

Clear, coordinated tax support that complements your work and helps your clients move forward.

for you

  • No cost or obligation to refer
  • Coordination on relevant matters when helpful
  • Thoughtful, attentive service that reflects well on your practice

FOR YOUR CLIENTS

  • Coordinated preparation, planning and IRS support
  • Advice informed by the client's broader financial and tax picture
  • Clear communication at every step

how it works

A Simple Referral Process

01

Warm introduction

Submit the referral form or make an introduction.

02

Personal review
Every referral is reviewed personally.

03

Introductory call

If it appears to be a good fit, CTC will contact the client to discuss their tax needs and recommend next steps.

04

Continued coordination

CTC can stay coordinated with the referring professional as the work moves forward.

Free Guide

Where Tax Returns Go Wrong

Common gaps, warning signs, and questions worth asking when a tax situation has become more complex than a standard filing process can address.