Take Control of Your Taxes
Proactively plan, identify opportunities, and implement strategies to save money and avoid surprises.
Service Pricing
Compliance
$
39.99
/*month
- Individual & Business Tax Filings
- Safe Harbor Estimates
- Annual Tax Summary
- Secure Portal
- E-mail Support
Planning
$
59.99
/*month
- Annual Planning Meeting
- Fillable Strategy Templates
- Quarterly Tax Projections
- Tax Opportunity Assessment
- Priority Support
Advisory
$
99.99
/*month
- Quarterly Planning Meetings
- Tax Strategy Implementation
- Monthly Tax Projections
- IRS/State Notice Resolution
- Dedicated Advisor Access
*Prices are starting points. Each higher tier includes all features from lower tiers. Planning & Advisory tiers incur an on-boarding fee for the Clearline Advantage™.
| Compliance | Planning | Advisory | |
|---|---|---|---|
| Annual Tax Return Preparation | ✓ | ✓ | ✓ |
| Safe Harbor Estimated Tax Payments | ✓ | ✓ | ✓ |
| E-mail Support | ✓ | ✓ | ✓ |
| Tax Planning Meeting(s) | – | Annual Meeting | Quarterly Meetings |
| Fillable Tax Strategy Templates | – | ✓ | ✓ |
| Opportunity Assessment & Recommendations | – | ✓ | ✓ |
| Access to Referral Partners | – | ✓ | ✓ |
| Tax Projections + Estimate Recommendation | – | Quarterly | Monthly |
| Priority E-mail & Phone Support | – | – | ✓ |
| Tax Notice Resolution | – | – | ✓ |
| Tax Strategy Implementation Support | – | – | ✓ |
| Bookkeeping Support (Optional Engagement) | – | – | – |
Clearline Advantage™
A structured, step-by-step approach to understanding your past, clarifying your present, discovering tax opportunities, and creating a pathway for your future.
Lookback
Your Past
Review prior returns to identify missed planning opportunities, check for errors, and evaluate whether amendments could improve your outcome.
Projection
Your Present
Where are you today? Estimate your current-year tax position, uncover potential liabilities, and gain insight to make informed decisions for the months ahead.
Tax Planning
Your Opportunity
Discover what’s possible. Explore strategies, credits, deductions, and entity optimization tailored to your situation to maximize your tax outcome.
Implementation
Your Future
Action with confidence. Follow a clear, personalized, step-by-step plan to ensure your strategies are executed for maximum benefit with our help.
Got a question?
Frequently Asked Questions
Individuals and businesses, primarily those who value proactive tax planning and strategic financial guidance.
Comprehensive tax planning and tax preparation, with guidance designed to support long-term financial decisions.
Business tax planning, compliance, and advisory services focused on profitability, structure, and long-term growth.
Yes. Our year-round tax planning helps clients take advantage of opportunities as they arise, rather than discovering missed savings at filing time.
Yes, we regularly work with varying levels of complexity. If needed, we have a network of specialists to guide additional conversations as needed.
Yes, we provide a full service bookkeeping support.
Yes, we are able to utilize various bookkeeping software programs.
Pricing varies by service levels and complexity. The bill is charged in monthly installments.
Yes, we provide and encourage utilizing ongoing planning and advisory services.
We use secure systems, encryption tools, and have strict confidentiality policies.