Clear Tax Compass works with professionals, investors, and business owners who value thoughtful preparation and a more personal level of tax support. The right starting point depends on the level of guidance and continuity that makes sense for your situation.
Careful preparation with limited planning support
Preparation plus year-round coordination
A more active advisory relationship
$1,750 to $3,500 annually
For clients who want annual tax preparation handled thoughtfully, with limited planning support built into the process.
Preparation of your individual and applicable returns, review of income sources and supporting details, guidance around estimated payments and timing, identification of planning considerations relevant to your situation, and follow-up during the filing period.
This engagement works well for clients with meaningful income, some investment or rental activity, or a single business, where careful preparation and limited planning support are the primary needs. For situations that require more active coordination throughout the year, Charted Course may be a better fit.
For clients who want annual preparation plus planning support and guidance during the year as questions and decisions come up.
Preparation of individual and applicable business returns, review of your current tax setup, planning conversations during the year, coordination across income sources and entities, and limited guidance on tax-related questions as they arise.
This engagement works well for clients managing rental activity, a business, K-1 income, or multi-state filing requirements, where things need to be coordinated throughout the year and not just handled at filing time. Clients who need continuous advisory access or coordination across more involved structures may find Navigator Advisory a better fit.
Starting at $6,000 annually
For clients who want a more active advisory relationship and greater continuity throughout the year.
Everything that may be covered under Charted Course, plus quarterly planning conversations, coordination with outside advisors such as attorneys or financial planners, guidance around tax-related decisions as they arise, and priority access for time-sensitive questions.
This engagement is appropriate for clients with ongoing activity, evolving circumstances, or decisions throughout the year that benefit from informed input before action is taken. Scope and pricing are confirmed during the intake process.
The full rhythm of a CTC advisory year lives on the Roadmap page.
A limited-scope, stand-alone review engagement for prospective clients who want a second look at a prior return or recent filing period before deciding whether to move forward.
Compass Review is offered selectively. If you move forward with an ongoing engagement before your current year return has been filed, the review fee is applied toward your first year. No ongoing commitment is assumed or implied on either side.
$750 to $1,500
Interested in a Compass Review? Complete the intake form and note that you are inquiring about a review.
An Enrolled Agent is a federally licensed tax professional authorized to prepare returns, advise on tax matters, and represent taxpayers before the IRS. A CPA holds a broader state-issued accounting license, while the EA credential is focused specifically on taxation. For clients whose primary need is thoughtful tax preparation, planning, and IRS-related guidance, that tax focus is the point.
Tax preparation focuses on preparing and filing returns accurately based on what has already happened. Ongoing advisory extends that work throughout the year, so planning considerations, tax-related decisions, and changes in your situation can be addressed before filing season. The difference is less about forms and more about the level of guidance and continuity that makes sense for your situation.
Clear Tax Compass is generally structured around ongoing relationships rather than standalone annual filings. True North is the entry point for clients who primarily need annual preparation handled thoughtfully, with limited planning support built into the process. Compass Review is also available selectively for prospective clients who want a second look before deciding whether to move forward.
Responses are reviewed within a few business days. If your situation appears to be a good fit, you will hear back with next steps, which may include a short introductory call. If the practice is not the right match, you will still receive a response. The intake form is there to make sure the conversation is useful on both sides before anything begins.
Yes. Clear Tax Compass is a virtual practice and can work with clients outside California when the engagement is a good fit. Federal tax work is consistent regardless of location, and state-specific issues can be addressed as needed within the scope of the engagement.
If you think your situation may be a fit, the next step is a short intake form.
It takes a few minutes and helps determine whether and how we can work together.
