Frequently Asked Questions

The one-time $300 onboarding fee covers your secure portal setup, comprehensive prior-year tax review, and complete document organization. This ensures we have everything we need to file your taxes accurately and efficiently. This fee is charged once per client relationship, not per filing.

Most returns are completed within 7–14 business days of receiving all required documents. Complex returns or multi-entity filings may take slightly longer, but we'll keep you updated throughout the process.

Yes! We serve clients in all 50 states and work with international clients remotely. Our virtual practice allows us to provide high-quality service regardless of your location.

Absolutely. We file all required state and local returns in addition to your federal filing. State filing is included in our pricing — no additional charges.

Yes. All files and messages are encrypted through our Canopy portal with bank-grade security. We use industry-leading encryption standards to protect your sensitive financial information. We follow IRS compliance standards for document handling and data protection.

We can help! If you need assistance with prior years or amended returns, we'll work with you to clean up past filings. We approach these situations with patience and transparency, providing clear guidance on the best path forward.

Simply contact us through our website or email team@clearlytax.co. We'll schedule a brief consultation, review your tax situation, provide an exact quote, and get you set up in our secure portal within one business day.

We accept all major credit cards, ACH bank transfers, and wire payments through our secure client portal. Payment is typically due before we file your return, and we'll provide clear invoicing every step of the way.

Yes! Tax planning and advisory don't stop after April 15th. We're available year-round to answer questions, help with quarterly estimated payments, and provide strategic tax planning guidance.

We combine senior-level expertise with transparent pricing and genuine care. You'll work directly with experienced, US-based CPAs who explain everything clearly. No offshore support teams, no hidden fees, no surprises. Just professional service from people who truly care about getting your taxes right.