Clear Tax Compass takes the time to understand what is changing, explain what matters, and help you move forward with greater clarity and a little more peace of mind.
Every annual engagement is built on experienced tax preparation and clear communication. The right package depends on the returns involved, the complexity of your tax picture, and how much planning, coordination, and access you need during the year.
Annual preparation with one planning meeting
Best for:
CHARTED COURSE
Best for:
Someone whose income, investments, real estate, or business activity may change during the year and would benefit from planning at key points.
Best for:
Someone managing multiple entities, active real estate or changing circumstances that call for more responsive tax planning and coordination.
Return preparation
✓
✓
Return review meeting
✓
Planning meetings
Projections
2
Estimated taxes review
Annual
Quarterly
Quarterly + adjusted for changes
Summary & next steps
After meeting
After each meeting
Questions support
Meeting follow-up
Planning follow-up
Priority access
Professional coordination
Targeted
At planning points
Integrated as needed
Question support
CTC-prepared returns
CTC-prepared returns
CTC-prepared returns
Individual
From $1,750
From $3,000
From $5,000
Business owner + owners 1040
From $3,250
From $4,500
From $7,500
FEATURE | TRUE NORTH | CHARTED COURSE | NAVIGATOR |
|---|---|---|---|
Return preparation | ✓ | ✓ | ✓ |
Return review meeting | ✓ | ✓ | ✓ |
Planning meetings | 1 annual meeting | 2 planning meetings | Quarterly + event-driven |
Projections | 1 | 2 | Modeled around changes |
Estimated taxes | Annual | Quarterly | Quarterly + adjusted for changes |
Summary & next steps | After meeting | After each meeting | After meetings & key decisions |
Question support | Meeting follow-up | Planning follow-up | Priority access |
Professional coordination | Targeted | At planning points | Integrated as needed |
Notice support | CTC-prepared returns | CTC-prepared returns | CTC-prepared returns |
Individual | From $1,750 | From $3,000 | From $5,000 |
Business owner (incl. owner’s 1040) | From $3,250 | From $4,500 | From $7,500 |
Focused review of prior-year returns or a specific tax concern.
Best for:
Included:
Starting at $750
Best for:
Included:
Individual returns: Starting at $800
Entity returns: Starting at $1,500, priced separately
You do not need to know which engagement is right before getting started. Share a few details about your tax situation and the type of support you may be looking
for.
Where Tax Returns Go Wrong offers a practical look at issues that can be
overlooked when tax work is treated onlv as an annual tiling exercise.
Common gaps, warning signs, and questions worth asking when a tax situation has become more complex than a standard filing process can address.
