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Existing Clients
Welcome Back.
We’re here for you — all year long.
This is your hub for secure document uploads, payments, important updates, and ongoing support. Thank you for being a part of Clear Path Tax Advisory.
Same
support.
A brighter
tomorrow.
Client Portal
Upload documents, view messages, and stay connected through our secure portal.
Pay My Bill
Make a secure payment for tax preparation, resolution services, or advisory work.
Schedule an Appointment
Need to discuss your case, plan for next year, or update your information?
Send a Message
Have a question? Send a secure message through the client portal or email.
Thank you
for trusting me with
your tax journey.
2026 Tax Season
Key Dates & Reminders
File early when possible.
Self-employed clients:
If you plan to file after March 1, 2027, please schedule a tax planning or estimate appointment before December 15, 2026.
Use the client portal to upload your tax documents.
I’ll notify you if I need anything else or if we have questions.
Thank you for being a valued client!
Year-Round Support
Taxes don’t just happen once a year. I’m here to help you plan, stay compliant, and make confident decisions — whenever you need support.
- Estimated tax planning
- Life changes (marriage, divorce, new job, etc.)
- Business growth and entity changes
- IRS or Oregon correspondence
- Year-round advisory support
Frequently Asked Questions
Log in to the secure client portal, choose “Upload Documents”, then drag your files into the folder for the current tax year. You’ll receive a confirmation email once everything arrives.
Click “Pay My Bill” to open our secure payment page. You can pay by ACH, credit card, or mail a check to the address listed in the footer.
Most returns are completed within 2–3 weeks of receiving all of your documents. You’ll get an email the moment your return is ready for review and e-signature.
Absolutely. Use “Book Now” to choose a phone or video appointment that works for you — year-round, not just during tax season.
Do not ignore it, and don’t respond on your own. Upload a copy of the notice to the client portal right away and I’ll handle the response on your behalf.
Yes — planning is included for advisory clients. We’ll review estimated payments, life changes, and business decisions before they become surprises.
Ongoing support
for what’s ahead.