Tax strategy for the life you’re building

Move from tax preparation to tax direction.

ClearPath helps working families, business owners, and investors make confident tax decisions—before the deadline decides for them.

Secure process Personal guidance Tax-aware planning
Your ClearPath snapshotPlanning ready
Opportunity areas04identified
EntityReview
Cash flowImprove
StrategyLearn

One connected financial hub

Choose what you want to accomplish today.

New-client intake

Tell us where you are now.

This short first step helps ClearPath prepare for a productive conversation.

Please do not enter Social Security numbers or upload tax documents here. ClearPath will provide a secure TaxDome portal when documents are needed.

Tax-savings calculator

Estimate your planning opportunity.

This is an educational estimate, not a tax return or guarantee.

Preliminary planning range$3,300–$6,000

Potential annual opportunity to investigate through entity, deduction, retirement, and withholding planning.

Entity comparison

See how structure changes the conversation.

Salary must be supportable based on duties, experience, time, and market pay.

Sole proprietor / single-member LLC$18,360Illustrative self-employment tax before limits and adjustments
S corporation illustration$9,945Illustrative payroll tax on selected salary

Illustrative difference: $8,415. Additional payroll, compliance, and reasonable-compensation rules apply.

Client portal

Good morning, Kevin.

Here is the current demonstration view of your return.

2025 Tax Return In review
Return progress60%
Documents receivedComplete
Data entryComplete
3Preparer reviewCurrent
4E-signaturesNext
5E-filedUpcoming

Live ClearPath class

The Wealth Path

How to Stop Trading Time for Money

  • Build income that is not tied only to your hours
  • Use tax planning to protect growing cash flow
  • Turn a financial goal into a 90-day action plan
Free online workshopThursday • 6:00 PM PT

60 minutes + live Q&A

Financial-freedom assessment

How much of your lifestyle is already covered?

39%covered
$5,500/mo

remaining gap to cover with income not tied to your daily labor.

Quick readiness check

Do you know your exact monthly cash-flow number?

Interactive Tax Wealth Game

Make the decision. Learn the consequence.

Draw a card from eight categories: income, tax decision, tax strategy, business opportunity, investment opportunity, life happens, IRS, and professional advice.

Tax Strategy

Accountable Plan

Your S corporation reimburses $4,800 of documented business expenses.

+ $1,150 estimated tax value

Lesson 1 of 4