Clear Tax Compass works with attorneys, financial advisors, CPAs, bookkeepers, and other professionals whose clients have outgrown their current tax process. If you have a client whose situation would benefit from more coordinated tax planning and preparation, this form is the right place to start.
Clear Tax Compass takes new clients selectively. Not every referral will result in an engagement — fit, timing, and capacity all factor in. You will receive a response acknowledging the referral regardless of outcome.
There are no referral fees. This practice is built around direct advisory relationships, and fee-sharing arrangements are not part of how it operates. What referrals receive instead is a straightforward, personal response and honest communication about whether the fit is right.
Every referral is reviewed personally. You will receive a response acknowledging receipt within two business days.
Common gaps, warning signs, and questions worth asking when a tax situation has become more complex than a standard filing process can address.
