We Do the Tedious, So You Can Do the Meaningful

Your Trusted Path Forward—From First Steps to Legacy Planning

At Clear Path Tax and Planning, we believe taxes and estate planning shouldn’t be stressful. We’re a boutique firm with a personal touch and big-firm expertise. Whether you’re filing taxes, navigating a will, or planning for life’s next chapter, we’re here to take the burden off your shoulders. The moment you submit your documents, we want you to feel like you just took a deep breath—because now, it’s handled.

Our Services

TAX PREPARATION

ESTATE & WILL PLANNING

MILESTONE PLANNING

ELDER & FAMILY SUPPORT

What Our Clients Say

“I’ve worked with other firms, but at Clear Path I felt like more than just a client—I felt genuinely cared for. They walked me through every step of my will and estate planning, and turned what I expected to be stressful into a smooth, comforting process.”

“My mom’s elder tax situation was a maze—until Clear Path stepped in. Their warmth, patience, and crystal-clear explanations made us feel supported, not rushed. They took the time to get to know our family and gave us peace of mind.”

“I never imagined tax prep could feel… cozy. But Clear Path made it simple, personalized, even kind. I always leave feeling like I’ve had coffee with friends—and that’s a rare thing in a tax office.”

"I didn’t know taxes could feel this easy. It truly felt like handing off a weight I’d been carrying for years."

"They walked us through helping my mom get her taxes done—compassionate, quick, and incredibly helpful."

"From our first home to our second child, they’ve been with us every step of the way."

“From my first call, I knew I’d get more than a service—there was genuine care. They helped with elder tax questions I didn’t even know how to ask, and guided me patiently. That kind of personalized attention made all the difference.”

“Clear Path is a breath of fresh air. Estate planning, wills, taxes—usually intimidating stuff—but here it was thoughtful, heartfelt, and easy to understand. I felt listened to and respected at every moment.”