Offload it all

Comprehensive bookkeeping & tax services that let you focus on business growth
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Better than having an in-house accountant on your team

Can you imagine having year-round access to both a tax accountant (an IRS Enrolled Agent) and a bookkeeper instead of just once a year? Cleer Tax makes it possible! 

Our all-inclusive outsourced bookkeeping packages include not only your monthly reconciliations and financial statement preparation, but also your annual tax return preparation, and unlimited consultations.

It’s like you have an accountant on your team year-round—without the overhead and oversight—plus get on-demand advice whenever you need it.

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Instantly Save Money

Unlock immediate savings when you consolidate all your financial services with one expert team.

When you consider the costs of separate outsourced bookkeeping, software, consultations, and tax preparation, it can add up quickly.

With our turnkey plan, you can put your money back into fueling your business growth.

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No Need To Be the Middleman

With Cleer Tax managing both your taxes and financial statement preparation, you can say goodbye to the endless hours spent shuttling information between your accountant and bookkeeper.

Plus, avoid the pitfalls of miscommunication that often occur when relying on separate, unrelated parties.

Our clients rave about the significant reduction in administrative burdens—it’s one of their favorite perks of working with us.

Guaranteed Accuracy for a Worry-Free Business Journey

As a Xero Platinum Partner, our team of skilled professional accountants and IRS Enrolled Agents are expertly trained to manage and accurately categorize your financial statements. You can count on us for precision, reliable support and swift adjustments when needed.

All-Inclusive Outsourced Bookkeeping & Tax Prep

Company's Monthly Expenses$0k - $10k$10k - $50k$50k - $100k$100k - $200k$200k - $500k
Monthly Bookkeeping and preparation of P&L, Balance Sheet and Cashflow Statement
Dedicated Bookkeeper
Custom Chart of Accounts
Receipt scanning multi language (Japanese, Chinese too)
Burn rate Calculations
COGS Categorization
Accrual Accounting
FDII Breakouts
Annual Business Tax Return Preparation
State Tax Return
Delaware Franchise Tax Return
Form 5472
Personal Tax Return
1099-Misc Filing5 incl5 incl2050 incl
Form 54711 incl
1120F1 incl
Form 3115
FBAR/89385 inclunlimited
Unlimited Consultations
Price (monthly)$249$349$499$699$999

Our Process

Your time is valuable, so we keep things easy and straightforward

Our simple 4-step process is both streamlined and flexible to adjust based on your needs.

Set Up Your Financial Foundation

We kick off by setting up your Chart of Accounts in Xero, a top-notch online accounting software system. This lays the foundation for your financial journey.

Seamless Data Upload

Next, we make data upload a walk in the park. Whether it’s connecting your accounts online or uploading CSV files from your banks or credit card companies, we’ve got you covered.

Precise Categorization

Our meticulous team dives into categorizing every transaction. While some are straightforward, others may need your input to ensure they’re correctly placed.

Clean Financial Setup

By the end of this process, you’ll have a pristine financial setup in Xero, ready to empower your business.

Still have questions?

Most of the time companies have revenue coming in from only a few channels such as credit cards and wire transfers. Expenses on the other hand can be quite substantial and there can be a lot more work here getting it all organized. 

If we include your tax preparation at the beginning of the process then we have a 12-month commitment. However, if we do not include the tax preparation in the beginning then you can cancel in as little as 3 months. 

The commitment length will depend on whether we prepare your taxes at the start of the engagement. If we do prepare your taxes, then there’s a 12-month commitment. If we do not prepare your taxes, then you can cancel after 3 months. 

Our bookkeeping services include tax preparation as a benefit for you. If you choose to have your taxes prepared by another accountant that’s fine, but there’s no refund for that part of the service. 

For the $100k – $200k and $200k – $400k packages, we prepare your books by the 7th of each month. For the $10k – $50k and $50k – $100k packages, the preparation is completed by the 15th. For the $0k – $10k package, we ensure readiness before the 30th.

So whenever possible we will import your data directly from the source, then categorize it for you. In some cases, we will need to upload data via CSV files (if the accounts can not be linked). In all cases, we do our very best to make sure everything is properly categorized. But if something needs to be recategorized we are happy to do it at no charge. 

We try to keep clients with the same bookkeeper from month to month because this way they learn about your business and can do the best job possible. However, if you would prefer to switch your bookkeeper that is not a problem. Just let us know and we will be happy to make that happen with as smooth of a transition as possible. 

Generally speaking, we prefer to keep the same accountant with the same client each year as this way they get to know your business, but if you would like to change accountants we can make that happen. Just let us know and we will make the switch and ensure a smooth transition.

The unlimited consultations can be with your bookkeeper, if it’s a bookkeeping matter, or with one of our IRS Enrolled Agents if it is a tax matter. 

Xero has a much more user-friendly interface for business owners. You don’t have to be an accountant to use Xero, run reports, etc. That said, it is still a very robust system with integrations to all the major financial institutions. So it’s a win-win!

As a Xero Platinum Partner, Cleer Tax has achieved the highest level in Xero’s accreditation program by completing significant training on the Xero platform and working with a significant number of clients. We’re able to expertly set up or migrate your business over to Xero, and can provide better advising and in-depth technical support.

Yes, if you no longer want our assistance we can transfer the account to you. We do require a minimum of a 3-month commitment if we have not prepared your tax return, or a 12-month commitment if we have. 

Start your financial journey on the right foot

Get $50 discount off your tax package.