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Let’s talk about your return.

Call, email or send a message. We answer the same business day, every day we are open.

Send us a message

Tell us roughly what you need. If it is easier to talk it through, leave a number and a good time to call.

Please do not send Social Security numbers or account numbers through this form. Use the client portal for documents.

Questions

Frequently asked

How much does tax preparation cost?

Fees depend on the forms your situation requires. A straightforward individual return starts at a flat fee, and business returns are quoted after a short call. You get the number in writing before any work begins — we do not bill by surprise.

What do I need to bring to my first appointment?

Photo ID, last year’s return, and every tax form you have received so far. The full checklist on our resources page covers the rest. If something is missing we will tell you exactly what to chase.

Can you file in more than one state?

Yes. Multi-state returns are routine here — moves, remote work, rental property and multi-state business income are all handled in house.

Do I need to come into the office?

No. You can upload documents to the client portal, approve the return electronically and never set foot in the office. Plenty of clients still prefer to come in, and that is fine too.

What happens if I am audited?

Send us the letter. Every return we prepare includes audit support: we review the notice, draft the response and represent you before the IRS at no extra cost for the returns we filed.

How long does it take to get my refund?

The IRS issues most e-filed refunds with direct deposit within 21 days. Returns with certain credits are held by law until mid-February. We track yours until it lands.

Ready to get started?

Let’s make this tax season
your best one yet.

Schedule your appointment today and experience the ClearPath difference.

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