Tax preparation that’s thoughtful, not transactional.
Whether you're filing for yourself or your business — or both — we handle every return with strategy, clarity, and care.
Precision, speed, and care — every time.
Client satisfaction rating
Average response time
Clients are self-employed
Life changes. We stay steady.
From your first return to your first hire, we help you move forward — with tax support that grows with you.
Individuals & Families
We handle full individual returns (Form 1040 + schedules), including W-2s, investments, and rental properties — with IRS and state notice support when you need it.
Freelancers & Self-Employed
For sole proprietors and single-member LLCs, we file business and personal taxes, manage quarterly payments, and help you stay ahead — even if you’re catching up.
Businesses & Entrepreneurs
We prepare S corp, partnership, and multi-member LLC filings — plus coordinated owner returns and strategic planning for growth-focused businesses.
Clarity, even when it comes to pricing.
Our tax engagements typically start around $825, with final pricing based on the complexity of your return.
We’ll always walk you through everything before we begin — no surprises, no hidden fees.
Individual returns (W-2s, salaried income, personal filings): Typically $825–$1,000
Individuals with investments, rentals, or multiple income streams: Typically $1,000–$1,500
Business owners (S corps, partnerships, multi-member LLCs): Typically $1,500–$2,500+
What our clients say.
A few words from the people who trust us with what matters most.
Start to finish, without the stress.
Here’s what working together looks like — from first call to final filing. No confusion, no handoffs, just a process designed to give you clarity and peace of mind at every step.
Start with a conversation.
We’ll kick things off with a discovery call and set you up in our secure client portal to easily upload documents and track progress.
We handle the details.
Once we have your documents, we prepare and review your return carefully — with updates along the way and support when you need it.
Review, file, done.
You’ll get a final walkthrough, we’ll file everything for you, and your completed return will be waiting in the portal — with follow-up support if needed.
Where we work
(and how we meet)
While most of our clients work with us fully remotely, we’re always happy to meet in person around Fort Worth or the greater DFW area when needed. From local coffee shops to co-working spaces, we keep it simple, relaxed, and convenient — no stuffy office required.
Whether you prefer email, Google Meet, or a face-to-face conversation, we’re here to support you in the way that works best for you.
A few things you might be wondering.
Before we get started, here’s what you should know — no guesswork, no surprises.
Absolutely. You don't need to have spreadsheets, color-coded folders, or anything fancy. We'll guide you through exactly what we need, help you organize it, and meet you where you are — without judgment. Most people come to us needing a little cleanup. It’s part of the process, not a problem.
Yes — and that's exactly what we specialize in. We prepare both your personal return and your business return (if you have one) together, coordinating everything to make sure nothing gets missed and no opportunities are left on the table. One team. One filing season. No handoffs.
We’re used to real life, not perfection. If you're missing documents, we'll help you track them down. If you’re behind on filings, we can help you get caught up cleanly. The goal is progress, not shame — and we're here to make it as smooth as possible.
We use a secure client portal for document sharing, communication, and return delivery — protected with bank-level encryption. Your information stays private, organized, and accessible only to you and your assigned Clarion team members.
It depends on the complexity of your return and the time of year — but once we have everything we need, you can typically expect a first draft within 7–14 business days. We don’t rush the work, but we don’t leave you hanging either. You’ll always know where things stand.
When you’re ready, we’re ready.
No pressure, no confusion — just honest help when you need it.