About Us

Why Clearpath exists

Most people experience tax preparation one of two ways. Either they hand over a folder and get back a number they don't understand, or they do it themselves at midnight hoping the software caught everything. Clearpath was started to offer a third option: a preparer who takes the time to understand your year, tells you what's deductible and what isn't, and shows you how every figure on the return was reached.

Who we serve

Employees with a W-2 and a few questions. Families juggling dependents, childcare, and college costs. Retirees managing pensions and Social Security. Self-employed people and contractors with 1099 income. Small business owners who need a personal return and a business return that agree with each other. Clients in every state, all working with us online.

What working with us looks like

You start in the client portal with a short set of questions that open only the sections that apply to you. You upload documents from your computer or phone as you find them. Your preparer reads the numbers off your forms, reviews them against the images, and follows up on anything unclear. When the return is ready, we walk through it together on a call before you sign — no surprises, no jargon.

How we work

Every number is backed up. Deductions on a Clearpath return are supported by a document, a ledger entry, or a log. When records are incomplete, we help you rebuild them from real evidence rather than estimates.

Plain answers. Ask whether something is deductible and you'll get yes, no, or "here's what you'd need for it to be." Not a hedge.

Quoted in writing. You'll know the fee before we start. No add-ons discovered on the invoice.

Your data stays yours. Encrypted storage, access logging, and a written security plan that meets the FTC Safeguards Rule and IRS Publication 4557. We don't sell, share, or market with your information. Privacy policy.

What we stand behind

• Every return is prepared and reviewed by the same person who signs it — no hand-offs to seasonal staff
• Federal and state returns e-filed for clients in all 50 states
• A complete file kept for three years behind every return, so a letter from the IRS is a matter of sending what we already have
• A fee quoted in writing before work begins

Beyond tax season

Tax preparation is the front door, not the whole house. Business entity returns, bookkeeping, and year-round planning are available for clients who want one place that knows their numbers. Ask and we'll scope it with you.