Tax preparation
Individual, family, and small business returns, prepared and reviewed by a CPA — accurate, on time, and explained in plain English.
Tax preparation, year-round planning, and clear answers for individuals, families, and small businesses — handled personally by a licensed California CPA.
Individual, family, and small business returns, prepared and reviewed by a CPA — accurate, on time, and explained in plain English.
Year-round strategy for life and business changes — a new job, equity compensation, a home sale, a growing side business — before they show up on a return.
Entity selection, S-corporation analysis, reasonable compensation, and estimated taxes for owners who want decisions grounded in the numbers.
Received a letter? We review it, explain what it means, and respond on your behalf — CPAs can represent you directly before the IRS and FTB.
Anyone can prepare a tax return. A CPA is licensed by the California Board of Accountancy, held to professional standards, and trained to see the whole picture — so your return reflects a plan, not just last year’s paperwork.
Every engagement is led by a California-licensed CPA who signs and stands behind the work.
CPAs have unlimited practice rights before the IRS, so the person who prepared your return can also answer for it.
A deliberately small client list means you work with the same CPA every year — someone who already knows your history.
Documents move through an encrypted client portal under a written information security plan — never by email attachment.
A short call to understand your situation, goals, and what you need this year.
A clear engagement letter with a fixed fee, then a checklist and secure portal for your documents.
Your return is prepared and reviewed, and we walk through the results and opportunities for next year.
E-filed with confirmation, plus estimated-tax reminders and support if a notice ever arrives.
W-2 income with equity compensation, multiple states, dependents, or a major life event.
Consultants, creators, and side businesses that need deductions documented and estimates planned.
LLCs, partnerships, and S corporations, from entity choice through the annual return.
Rental properties, depreciation, and the tax side of buying or selling a home.
Monthly bookkeeping, payroll, and back-office support are available through our affiliated bookkeeping firm — coordinated with your tax work, so year-end is already done when tax season arrives.
You’ll know the price before any work begins. Final fees depend on complexity and are confirmed in your engagement letter.
Federal and California for W-2 income with the standard deduction. Itemizing, investments, and dependents priced by complexity. Every return CPA-reviewed.
Adds Schedule C, rental, or K-1 activity and a planning review.
Partnership (1065) and S corporation (1120-S) returns with California filings.
Additional states, prior-year and amended returns, and notice responses are quoted separately.
No. We work with clients across California by video call, phone, and a secure online portal.
Through an encrypted client portal. You’ll get a personalized checklist so nothing is missed, and you can sign everything electronically.
The earlier the better. Planning works best before year-end, and new clients are accepted on a limited basis each season. Schedule a consultation or email hello@clearpoint.tax to get started.
Yes. We prepare amended and unfiled returns and respond to IRS and FTB notices on your behalf.
Fees are fixed and agreed in writing before work begins, based on the forms and complexity involved. No hourly surprises.
Book a complimentary 15-minute consultation to see whether we’re the right fit.